Hybrid Systems Advisory & Finance Associate

Rosales Financial Group; Atlanta (GA); Hybrid; USD 44,000 - 60,000; Full time

Job summary

Rosales Financial Group is seeking a curious, driven Staff member in Atlanta, GA to support engagements across systems advisory, accounting and budgeting, tax services for high-net-worth clients, and disaster recovery. The hybrid role requires balancing remote work with in-office trainings and client visits, with occasional travel to Georgia, New York, and Florida.

The candidate should hold a bachelor's degree in accounting or related field, pursue CPA/CFE/CISA, and be proficient in Excel, Word,

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field or final term.

Responsibilities

• Support systems advisory and consulting engagements across multiple platforms.
• Assist with accounting and budgeting tasks including bookkeeping, GAAP financial statements, and dashboards.
• Contribute to tax services for high-net-worth clients and business advisory engagements.
• Support disaster recovery engagements including FEMA and public assistance processes.

Skills

Excel

Word

Strong communication

Education

Bachelor’s degree

CPA/CFE/CIA/CISA progress

Tools

QuickBooks

Sage

NetSuite

Tyler

CaseWare IDEA

Data Snipper

Job description

Rosales Financial Group is seeking a curious, driven Staff member in Atlanta, GA to support engagements across systems advisory, accounting and budgeting, tax services for high-net-worth clients, and disaster recovery. The hybrid role requires balancing remote work with in-office trainings and client visits, with occasional travel to Georgia, New York, and Florida.

The candidate should hold a bachelor's degree in accounting or related field, pursue CPA/CFE/CISA, and be proficient in Excel, Word,