Senior Associate

Zohorecruit; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

LDGERS House Consultancy LLC in the United States seeks a Senior Associate to lead small teams and own client delivery across portfolios. You will produce management reports, dashboards, and perform financial analysis to support decision-making.

Responsibilities include coaching associates, ensuring quality controls, and driving process improvements while maintaining timelines and clear communication with AM/Manager.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• Strong technical accounting depth including consolidation and complex reconciliation.
• Proven experience leading a small team and managing delivery timelines.

Responsibilities

• Lead teams of 2–3 associates (S1) or larger groups on complex clients (S2).
• Take charge of overall delivery for assigned clients — accuracy, completeness, and timeliness.
• Own month-end close, management reporting, and ad-hoc client deliverables.

Skills

Team leadership

Delivery management

Advanced Excel

Coaching & mentoring

Communication skills

Process improvement

Quality control

Education

Bachelor's degree in Accounting, Finance

Professional certification (CA, ACCA, CPA) preferred

Tools

Excel

Reporting tools

Job description

A Senior Associate leads small teams of associates, takes charge of overall client delivery for assigned portfolios, and produces management reports. S1 typically manages teams of 2-3 on standard clients; S2 handles complex clients with non-standard requirements and reviews advanced reports and dashboards. This JD covers both sub levels; differences are noted in the Performance Expectations section.

Key Responsibilities

Small Team Leadership

• Manage teams of 2–3 associates (S1) or larger groups across complex clients (S2).
• Allocate work, set deadlines, and monitor delivery across the team.
• Hold regular team check-ins; address performance and delivery issues promptly.

Client Delivery Accountability

• Take charge of overall delivery for assigned clients — accuracy, completeness, and timeliness.
• Own month-end close, management reporting, and ad-hoc client deliverables.
• Ensure quality controls are applied at every review stage.

Management Reporting

• Produce management reports, dashboards, and basic financial analysis (S1).
• Review advanced reports, consolidated outputs, and complex client deliverables (S2).
• Prepare reports for AM/Manager review; refine based on feedback.

Complex Client Handling (S2)

• Take ownership of clients with non-standard requirements, complex group structures, or specialised reporting needs.
• Apply technical accounting judgement; elevate genuinely contentious matters to AM/Manager.

Coaching & Development

• Coach Associates and Experienced Associates on technical and process matters.
• Identify capability gaps in the team and address them through training, mentoring, or process change.
• Provide input to AM/Manager on team appraisals.

Process & Quality Improvement

• Identify process inefficiencies; propose and implement improvements (subject to AM/Manager approval).
• Maintain SOPs for assigned client work; ensure team adherence.
• Drive consistent application of LDGERS quality standards across the team.

Client Communication

• Escalate commercial, sensitive, or strategic client matters to AM/Manager.

Requirements

• Team leadership and work allocation
• Delivery management and quality control
• Technical accounting judgement
• Advanced Excel and reporting tools
• Coaching and mentoring
• Strong written and verbal communication
• Process and quality improvement mindset
• Bachelor's degree in Accounting, Finance, or a related field. Professional certification (CA, ACCA, CPA) preferred.
• S1: 3.5–4.5 years of relevant experience; S2: 4.5–6 years.
• Strong technical accounting depth, including consolidation, complex reconciliation, and management reporting.
• Proven experience leading a small team and managing delivery timelines.