Accounting Advisory Senior Associate

Atlas Search; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus potential 30-50%

Job summary

Atlas Search seeks a Senior Associate to lead engagements in financial planning & analysis, forecasting, budgeting, dashboarding, and close & reporting activities. You will work directly with owners and management teams of growing organizations to drive profitability and strategic decisions.

The role emphasizes strong analytical and problem-solving abilities, advanced Excel skills, and the ability to partner with business owners on growth strategy and cash flow forecasting.

Qualifications

• Degree in Accounting or Finance.
• 3+ years of accounting or accounting & finance experience.
• Strong Excel skills and analytical/problem-solving ability.

Responsibilities

• Lead engagements across financial planning & analysis, forecasting, budgeting, and dashboarding.
• Oversee accounting close & reporting and technical accounting research.
• Partner with owners on growth strategy, cash flow forecasting, and profitability considerations.

Skills

Financial analysis

Forecasting

KPI development

Budgeting

Dashboarding

Advanced Excel

Education

Degree in Accounting or Finance

Tools

Excel

Job description

Senior Associate opportunity within a Financial Advisory Services group with a firm that provides value-added business advisory services to a diverse group of entrepreneurial clients, working directly with owners and management teams of growing organizations and high-net-worth families. It's a great opportunity to combine hands-on client advisory work with leadership development.

A few highlights of the role:

• Lead engagements across financial planning & analysis (forecasting, KPI development, budgeting, dashboarding), accounting close & reporting, and technical accounting research
• Partner directly with business owners on growth strategy, cash flow forecasting, segment profitability, and ownership transition considerations

What they're looking for:

• Degree in Accounting or Finance
• 3+ years of accounting or accounting & finance experience
• Strong Excel skills and solid analytical/problem-solving ability

Location-wise, this role requires being commutable to either the Manhattan, NY / Philadelphia, PA

The bonus potential is in the 30-50% range.