Berkowitz Pollack Brant Advisors + CPAs

Accounting Manager

• Support and lead portions of client engagements related to financial system implementations, accounting technology optimization, and managed accounting solutions.
• Analyze client accounting processes and workflows to identify opportunities for automation, efficiency improvements, and technology enhancements.
• Assist with the configuration, implementation, and support of accounting systems and ERP platforms.
• Troubleshoot system issues and provide ongoing operational support for financial software applications.
• Develop and maintain documentation related to system configurations, workflows, and client procedures.
• Collaborate with clients and internal teams to gather business requirements and translate them into practical system solutions.
• Assist in the development of financial dashboards, reporting tools, and analytics solutions that provide clients with actionable business insights.
• Review work performed by associates and provide guidance, mentorship, and training to junior team members.
• Communicate regularly with engagement teams and clients to ensure projects remain on schedule and deliverables meet quality standards.
• Stay current on emerging accounting technologies, automation tools, and industry best practices to support continuous improvement in service delivery.

Senior Associate, Accounting & Advisory Services

• Lead and manage client engagements related to accounting technology implementation, financial system optimization, and managed accounting solutions.
• Oversee the configuration, deployment, and support of accounting systems and ERP platforms for client organizations.
• Evaluate client financial processes and identify opportunities for automation, system integration, and operational improvement.
• Serve as a primary point of contact for clients, ensuring clear communication, timely delivery of services, and high-quality outcomes.
• Manage engagement timelines, budgets, and project deliverables while ensuring alignment with client expectations.
• Supervise and mentor associates and senior associates, providing guidance, feedback, and professional development support.
• Review team deliverables, including system documentation, workflow designs, and financial reporting outputs, to ensure accuracy and quality.
• Collaborate with cross-functional teams to design and implement integrated technology solutions that support client business objectives.
• Assist in the development of data dashboards, financial analytics tools, and reporting frameworks that enhance decision-making capabilities.
• Stay informed on emerging technologies, accounting software platforms, and industry trends to continuously improve service offerings.
• Support practice development initiatives by identifying new service opportunities and contributing to client proposals and business development activities.

Senior Associate, Accounting & Advisory Services

Manager, Accounting & Advisory Services