Staff - Financial Services

GBQ Holdings LLC; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

GBQ Holdings LLC in Columbus, Ohio, seeks an individual for a position that involves conducting financial statement audits and assurance projects for clients in the Financial Services industry. Responsibilities include assisting in audits, financial analysis, and client interaction.

The ideal candidate should have a BA or BS in accounting, be pursuing or eligible for the CPA exam, and possess strong communication and auditing skills. Overnight travel is required, particularly from January to April.

Qualifications

• Actively pursuing the CPA exam or eligible to sit for the CPA exam.
• 1-3 years of financial audit and public accounting experience preferred.
• Reliable transportation for on-site client work.

Responsibilities

• Assist in the execution of audit and assurance engagements.
• Perform analysis and testing of account balances and internal controls.
• Prepare financial statements and related reports.

Skills

Auditing

Client Relationship Management

Leadership

Communication Skills

GAAP Knowledge

Education

BA or BS in accounting or a related field

Tools

Excel

Word

Job description

Career Opportunities with GBQ Holdings LLC

A great place to work.

Current job opportunities are posted here as they become available.

Actively participate in the assurance engagement process by conducting financial statement audits, agreed‑upon procedures or other assurance projects for clients in the Financial Services industry. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks

• Assist in the execution of audit, agreed‑upon procedures and other assurance engagements.
• Perform analysis and testing of account balances and internal controls.
• Prepare financial statements, including significant account policy descriptions and footnotes to financial statements, as well as other related reports and documents.

Profitability

• Complete assignments within established budget for assigned areas.
• Achieve charge hour budget and minimum billable hours as set by the Firm.
• Participate in non‑client initiatives to improve firm administration.
• Consistently utilize all firm and department software efficiently.
• Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.

Practice Growth

• Represent the Firm and build relationships by participating in external activities.
• Develop and demonstrate strong leadership skills.
• Demonstrate excellent written and verbal communication skills.
• Interact with current and prospective clients, develop cross‑selling skills and identify new opportunities for the practice.

Client Focus

• Develop and display knowledge of GAAP, GAAS and demonstrate good judgment.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
• Comprehend new, complex issues and perform basic research to solve complex problems.

Brand Culture/Development

• Exemplify Brand Attributes of the Firm.
• Comply with all policies and procedures of the Firm.
• Demonstrate ability to work in a team environment and develop solutions‑based approaches to client and team needs.
• Consistently seek feedback on performance from supervisors to develop and enhance professional and technical skills.

Work Experience and Education

• BA or BS in accounting or a related field.
• Must be actively pursuing the CPA exam or be eligible to sit for the CPA exam.
• Strong proficiency in the use of technology and basic PC applications (Excel, Word).
• 1‑3 years of financial audit and public accounting experience preferred.

Organizational Relationships

• Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through formal and informal evaluation processes.

Special Requirements

• Reliable transportation for on‑site client work. This position requires overnight travel throughout the state of Ohio and surrounding states. Overnight travel is, on average, 1 night a week, increasing to 2‑3 nights a week from January – April.
• Ability to work evenings and weekends based on time of year and client demands.