Associate

Associate in Mid Market Outsourced Accounting & Advisory Services

As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients.

Key Responsibilities

• Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management.
• Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients.
• Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency.
• Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records.
• Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks.
• Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation.
• Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies.

Qualifications

• Education:
• Bachelor's degree in Accounting, Finance, or a related field is required.
• Experience:
• Relevant internship - 2 years professional work experience in an accounting or finance role is a plus.
• Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.
• Skills:
• Foundational knowledge of Generally Accepted Accounting Principles (GAAP).
• Strong analytical and problem-solving abilities with a keen attention to detail.
• Excellent organizational, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• A proactive and adaptable mindset with a strong commitment to continuous learning.