PURPOSE
The CFO advisory is responsible for client satisfaction within the business advisory service line and assuring that the firm’s work product meets the compliance standards as regulated by the IRS and quality standards formulated by the AICPA and other relevant governing bodies.
REPORTS TO/ ACCOUNTABILITY
Engagement Lead
KEY SUCCESS FACTORS
- Ability to apply self to learning and applying technical skills.
- Co-operative team player.
- Interest in business and commercial affairs.
- Strong analytical skills
- Excellent evidence documentation skills
RESPONSIBILITIES
- Plan, organize and manage accounts receivable, accounts payable, payroll, and general ledger for clients
- Based on clients' requirements, work on projects related to recruiting, payroll, production, budgeting, promotional campaigns, etc.
- Communicate with and meet with clients when needed
- Perform initial assessments for each client before the project begins
- Collect as much information about the client's business as possible
- Understand clients' needs and wants
- Perform research using shadowing, interviews, surveys, reading reports, etc.
- Constantly recommend solutions for improvement
- Develop detailed business plans
- Determine the project's KPIs
- Track KPIs and prepare reports
PARTNER EXPECTATIONS
- Attends all scheduled partner meetings and retreats, barring vacation or illness.
- Upholds and demonstrates the firm values, including providing a work environment that promotes respect and teamwork.
- Complies with all firm policies and procedures, including time entry, billing, and collections.
KEY PERFORMANCE INDICATORS
- Demonstrated record of retention of application of technical skills.
- Quality of work output.
- Integration into the team.
- Meeting assignment objectives (timeframes, budgets, outcomes).
- Client satisfaction.
- Participation in firm wide initiatives.
- Participation in recruiting and high school visitation activities.
QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES
- College degree in business or accounting
- Minimum of 3 years of public accounting experience
- Excellent written and verbal communication skills (public speaking skills a plus)
- Excellent understanding, comprehension, and ability to articulate various business processes
- Strong leadership, communication, project management, and team building skills
- Trust and confidence of the partner group and staff
- Ability to multi-task
- CPA licensed or actively pursuing the exam (evidenced by currently passed sections)
Supplemental Pay
Job Type: Full-time, Hybrid-Remote
Salary: From $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Ability to commute/relocate:
- Philadelphia, PA 19103: Reliably commute or planning to relocate before starting work (Required)
Education:
Experience:
- Accounting: 3 years (Required)
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
Education:
Experience:
- Public accounting: 3 years (Required)
Work Location: Hybrid remote in Philadelphia, PA 19103
