Senior Associate

Jobtailor; Missouri; On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor is seeking an experienced accounting professional to join its Assurance Advisory practice in a client‑facing role. You will perform outsourced accounting, reconcile monthly, quarterly, and annual books, and prepare financial statements under US GAAP and IFRS as applicable.

You will support SEC reporting, draft technical memos, mentor junior staff, and collaborate with cross‑functional teams to ensure timely financial reporting.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• CPA license or CPA eligibility strongly preferred.
• 3–6 years of progressive accounting experience.
• Strong understanding of U.S. GAAP and financial reporting; IFRS a plus.
• Experience preparing financial statements, reconciliations, and memos.
• Proficiency in QuickBooks, NetSuite, Sage Intacct, Xero or similar.
• Advanced Excel: pivot tables, VLOOKUP, financial modeling.
• MS Word and PowerPoint proficiency.
• MS Teams, Zoom, and project platforms (Asana or Monday.com).
• ERP implementations or integrations a plus.
• Exposure to private equity-backed or high-growth firms.
• IPO readiness, M&A transactions, or carve-outs experience.
• Advisory/consulting or client-service background.
• Familiarity with Power BI or Tableau.
• Excellent written and verbal communication; multi-priority management.

Responsibilities

• Perform outsourced accounting functions for clients
• Complete monthly, quarterly, and annual reconciliations
• Maintain general ledgers
• Prepare financial statements under US GAAP and IFRS as applicable
• Prepare and assist with non-SEC financial statements and internal management reports
• Assist with SEC reporting, including Forms 10-K and 10-Q, for public clients as applicable
• Draft and review technical accounting memos on revenue recognition, lease accounting, equity transactions, business combinations, and other complex issues
• Assist in implementing new accounting standards and policies
• Support audits by preparing schedules and responding to auditor inquiries
• Collaborate with cross-functional teams to ensure timely and accurate financial reporting
• Identify process improvement opportunities and contribute to automation initiatives
• Maintain compliance with internal controls and regulatory requirements
• Serve as a liaison for client engagements, coordinating with client accounting teams and internal managers
• Support and mentor junior staff
• Work with colleagues across Assurance Advisory, Management Consulting, and Transaction Services
• Engage with leadership in the Westchester, NY office and other advisory hubs
• Stay current on accounting standards, technical guidance, and industry best practices
• Participate in training, mentorship, and professional development programs
• Contribute to the growth and operational excellence of the AAS practice

Skills

US GAAP

Financial Statements

CPA Eligible

Advanced Excel

Accounting Software

Financial Reporting

Account Reconciliation

Technical Memos

Financial Modeling

Process Improvement

Audit Support

ERP Implementations

Revenue Recognition

Lease Accounting

Education

Bachelor’s Degree

CPA Eligibility

Tools

QuickBooks

NetSuite

Sage Intacct

Xero

Excel

Word

PowerPoint

Teams

Zoom

Asana

Job description

• Perform outsourced accounting functions for clients
• Complete monthly, quarterly, and annual account reconciliations
• Maintain general ledgers
• Prepare financial statements under US GAAP and IFRS as applicable
• Prepare and assist with non-SEC financial statements and internal management reports
• Assist with SEC reporting, including Forms 10-K and 10-Q, for public clients as applicable
• Draft and review technical accounting memos on revenue recognition, lease accounting, equity transactions, business combinations, and other complex issues
• Assist in implementing new accounting standards and policies
• Support audits by preparing schedules and responding to auditor inquiries
• Collaborate with cross-functional teams to ensure timely and accurate financial reporting
• Identify process improvement opportunities and contribute to automation initiatives
• Maintain compliance with internal controls and regulatory requirements
• Serve as a liaison for client engagements, coordinating with client accounting teams and internal managers
• Support and mentor junior staff
• Work with colleagues across Assurance Advisory, Management Consulting, and Transaction Services
• Engage with leadership in the Westchester, NY office and other advisory hubs
• Stay current on accounting standards, technical guidance, and industry best practices
• Participate in training, mentorship, and professional development programs
• Contribute to the growth and operational excellence of the AAS practice

Requirements

• Bachelor’s degree in Accounting or Finance
• CPA license or CPA eligibility strongly preferred
• 3-6 years of progressive accounting experience
• Strong understanding of U.S. GAAP and financial reporting requirements; IFRS experience a plus
• Experience preparing financial statements, performing reconciliations, and drafting technical accounting memos
• Proficiency in accounting software such as QuickBooks, NetSuite, Sage Intacct, Xero, or similar
• Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling
• Proficiency with Microsoft Word and PowerPoint
• Proficiency with Microsoft Teams, Zoom, and project management platforms such as Asana or Monday.com
• Experience with ERP implementations or integrations is a plus
• Exposure to private equity-backed or high-growth companies
• Experience supporting IPO readiness, M&A transactions, or carve-outs
• Background in advisory, consulting, or client service roles
• Familiarity with financial modeling and data visualization tools such as Power BI or Tableau
• Excellent written and verbal communication skills
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment

Core Competencies

Demonstrates expertise in U.S. GAAP and IFRS financial reporting, with strong capabilities in preparing financial statements, account reconciliations, and technical accounting memos. Proven ability to support audits, mentor junior staff, and collaborate across teams to enhance operational excellence.

Highest-signal resume keywords

• U.S. GAAP Expertise
• Financial Statement Preparation
• CPA License or Eligibility
• Advanced Excel Skills
• Accounting Software Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Reporting
• Account Reconciliation
• Technical Accounting Memos
• Financial Modeling
• Process Improvement
• Compliance with Regulatory Requirements
• Audit Support
• ERP Implementations
• Revenue Recognition
• Lease Accounting

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Mentoring
• Time Management
• Collaboration

Certifications & Qualifications

• Bachelor’s Degree in Accounting or Finance
• CPA License or Eligibility

Industry Keywords

• Financial Statements
• SEC Reporting
• IPO Readiness
• M&A Transactions
• Private Equity
• Advisory
• Consulting
• Client Service
• Operational Excellence
• Data Visualization

Tools & Technologies

• QuickBooks
• NetSuite
• Sage Intacct
• Xero
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Teams
• Zoom
• Asana