Track and organize client data requests, financial statements, and supporting documents
Ensure completeness and accuracy of data prior to analysis
Prepare initial revenue, expense, working capital, and variance analyses
Populate financial models and QoE workpapers with accurate data
Assist with kickoff calls, updates, and drafting initial observations
Contribute to development of client deliverables and provide support for ad hoc projects as needed
Requirements
Foundational understanding of economics, financial theory, and principles of accounting
Strong attention to detail, accuracy, and reliability
Solid written and verbal communication skills
Strong organizational skills with ability to manage multiple tasks
Proficiency in Microsoft Excel and other Microsoft Office products
Interest in using technology to improve processes
Motivated to learn, take initiative, and grow in a fast-paced professional services environment
1-3 years of prior experience in public accounting, corporate finance, or other relevant business experience (internships accepted)
Bachelors degree in accounting or finance required
Progress toward meeting educational requirements to sit for CPA or CFA exam a plus
Other accounting-related credentials welcome (ABV, CVA, CFF, CFE, CM&AA, CFA)
WFH TECHNICAL REQUIREMENTS: Minimum Internet Speed: 50-100 Mbps; Dedicated Home Office Area: Private, quiet workspace; Business Continuity Plan: Power and Internet Backup is a MUST
Benefits
Remote work
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