Senior Consultant | Accounting Advisory Services

CBIZ; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

CBIZ, Inc. in Boston is seeking a Senior Consultant to join its Financial Accounting Advisory Services practice.

With 3+ years in public accounting or industry as a senior accountant, accounting manager, or consultant, you will provide accounting advisory support and assist with new standards implementations. Responsibilities include drafting technical memos, preparing financial statements, assisting monthly and annual closes, supporting audit readiness, and contributing to business development

Qualifications

• Bachelor’s degree required.
• 3 years of experience in related field.
• Must be able to work in a team environment.
• Presentation skills mandatory.
• Must possess analytical skills.
• Proficient with applicable technology.
• Demonstrated ability to communicate verbally and in writing within all levels.
• Must be able to travel based on client and business needs.
• CPA preferred.

Responsibilities

• Provide accounting advisory support to clients, including implementation assistance with new accounting standards.
• Outsourced Senior Accountant work.
• Assist in drafting technical accounting memos on topics such as equity vs debt classification, revenue recognition, leases, and other accounting matters.
• Performs research using online tools and public information.
• Assist in preparing clients’ internal and external financial statements including disclosures.
• Assist clients’ monthly and annual close processes.
• Assist with audit readiness.
• Develop and maintain relationships with client personnel.
• Review consultant work product and provide feedback.
• Manage engagements and project completion.
• Conduct solid analysis and deliver solutions.
• Attain revenue objectives.
• Adhere to engagement budgets and deadlines.
• Participate in business development activities.
• Additional responsibilities as assigned.

Skills

Analytical thinking

Communication skills

Quantitative analysis

Independent worker

Client interface

Multitasking

Excel proficiency

Spreadsheet modeling

Team collaboration

Education

Bachelor’s degree

CPA

Tools

Excel (Advanced)

Job description

Job Description

The Financial Accounting Advisory Services practice at CBIZ is seeking a Senior Consultant with 3+ years of experience in public accounting and/or industry experience as a senior accountant, accounting manager or consultant role to join the organization’s team to support our national practice.

Essential Functions And Primary Duties

• Provide accounting advisory support to clients, including implementation assistance with new accounting standards
• Outsourced Senior Accountant work
• Assist in the drafting of technical accounting memos for various topics such as equity versus debt classification, revenue recognition, business combinations, lease accounting and other technical accounting matters
• Performs technical industry and company research utilizing online tools and publicly available information
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
• Assist clients' in closing their books on a monthly and annual basis
• Assistance with audit readiness
• Develops and maintains productive working relationships with client personnel
• Review Consultant work product and provide feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct solid analysis; deliver solutions for internal and external clients
• Attain revenue objectives
• Adhere to engagement budget constraints and complete assigned tasks with the time requested
• Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
• Additional responsibilities as assigned

Preferred Qualifications

• Advanced analytical and issue resolution intelligence, problem solving is essential
• Strong written and verbal communication skills
• Well-developed aptitude for quantitative and qualitative analysis
• Ability to work independently in fast-paced, multi-tasked environment
• Ability to effectively interface with team members and client personnel in deadline-driven situations
• Ability to manage multiple workflows while staying organized
• Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel
• Proficient use and analysis of computer models and development of dynamic spreadsheet applications
• Understanding of and experience with application and research of U.S. Generally Accepted Accounting
• CPA
• Ability to travel up to 10% of the time
• Digital asset currency or blockchain experience is a plus

Minimum Qualifications

• Bachelor’s degree required
• 3 years of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.