Strategic Finance Advisor – Senior Associate

Oliver James Group; Dallas, Northern (TX, KY); Hybrid; USD 153,000 - 221,000; Full time

Job summary

Oliver James Group in Dallas, TX seeks a Senior Associate in Strategic Finance Advisory. This role targets professionals joining an advisory firm to gain exposure across FP&A, M&A, fund accounting, and technical accounting within long-term, single-client engagements.

Candidates should have an accounting/finance degree, CPA preferred, 3+External Audit seasons with a Big 4 or large firm, strong communication with C-Suite, and advanced Excel skills.

Qualifications

• Undergraduate degree in Accounting or Finance; Masters preferred.
• CPA certification preferred (in process accepted).
• Minimum of 3 years External Audit exposure with a Big 4 or large CPA firm.
• Minimum of 3 busy seasons in external audit (2 main seasons & a summer).
• High professionalism; ability to communicate with C-Suite level individuals.
• Strong knowledge of GAAP, IFRS, FASB & SEC/ASC rules.
• Advanced Microsoft Excel skills (macros, pivot tables) desirable.

Skills

External Audit experience

Communication with C-Suite

Professionalism

GAAP/IFRS/FASB knowledge

Education

Undergraduate degree in Accounting or Finance

Masters degree preferred

CPA certification preferred

Tools

Microsoft Excel

Job description

Oliver James Group in Dallas, TX seeks a Senior Associate in Strategic Finance Advisory. This role targets professionals joining an advisory firm to gain exposure across FP&A, M&A, fund accounting, and technical accounting within long-term, single-client engagements.

Candidates should have an accounting/finance degree, CPA preferred, 3+External Audit seasons with a Big 4 or large firm, strong communication with C-Suite, and advanced Excel skills.