Senior Associate, Accounting Advisory
Portage Point Partners
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • California, Illinois, New York, Pennsylvania, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $250,000 per year
Job Level
Senior
Tech Stack
Tableau
About the role
- Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes
- Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
- Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
- Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
- Draft clear and compelling reports outlining key takeaways
- Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations
- Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency
- Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights
- Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations
- Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors
- Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices
- Collaborate closely with PI, VAL, TRS and IB colleagues
- Support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Requirements
- Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, CA) preferred
- Active CPA license required
- Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed
- Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
- Strong understanding of GAAP accounting principles and financial reporting requirements, including practical experience with complex areas such as revenue, business combinations or financial instruments
- Experience in financial modeling and financial statements analysis as well as accounting treatments
- Experience with financial technologies and tools such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline and FloQast
- Experience leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions
- Exposure to ASC 606, ASC 805 and ASC 842
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Benefits
- Comprehensive benefits
- Equity participation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysistransactional accountingfinancial modelingfinancial statements analysisaccounting treatmentsGAAPASC 606ASC 805ASC 842IFRS
Soft skills
communication skillscollaborationattention to detailownership mindsetproblem-solvingpresentation skillsclient relationship managementteamworkadaptabilitytime management
Certifications
CPACFACA