Assistant Manager - Client Advisory Services

Under the direction of a Manager, the Assistant Manager works on client deliverable in a timely fashion, with the expected quality in accordance with company policies and procedures.
The Assistant Manager works closely with the team to deliver the collective output to the client in a timely manner. He also coaches the junior/senior staff to improve their skills, quality and competencies.
Responsible for review of Financial Statements and preparation of some of the complex financials. Team's task planning, reviews, best practices, client onboarding, etc.
Note: This is a leadership role. The candidates should have experience and exposure to most of the areas mentioned in the responsibilities and expectation section below.
• Primary focus of this role is reviewing other's work and analysis. In the process of learning to review and finalize work prepared by other associates.
• Look for errors in completeness and accuracy as well as training opportunities for the preparation team to be more effective in the future.• Grant Management exposure required• Fund accounting experience required• Not for profit accounting exposure required• Provide feedback and clear instructions regarding what the errors were and how they can be fixed. Document feedback in the review notes tool.• Wrap up the project and ensure all files, supporting documents, and signoffs are complete as appropriate.• Communicate items of interest and conclusion of analysis on reported numbers.• Offer best practices in classification and supporting documentation.• Provide ongoing attention to the sufficiency of transactional documentation.• Able to service complex projects with minimal instruction or guidance.• Calculate and prepare metrics such as key performance indicators (KPI's) and dashboards for client use.• Directly manage the team and upward manage the job manager via recurring check-in meetings and discussion.

• Experience of financial statement reviews, preparation of complex statements.QuickBooks ProAdvisor certification is a plus but not required at the time of interview and hire (will be required to be obtained after starting).
• At least 6 years. GAAP accounting specifically related to small to mid-sizebusinesses or at least 6 years of job-related experience as a controller for a small to mid-size U.S. company.
• Recent QBO or Intacct similar accounting package experience.
• Should have a good familiarity with software tools and systems.
• Prior supervisory training experience, prior accounting software experience,
• prior business management experiears of job-related experience in the public accounting field
• Experience in Prepaids, Accruals, Intercompany accounting
• Experience Deferred revenue and Revenue recognition
• Preparation and Review of work Papers periodically