Public Sector (Government / Not-for-Profit) Audit Senior Associate
Whitley Penn 3.7
Senior associate job at Whitley Penn
Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit SeniorAssociate with to join our Government/Not-for-Profit team in Houston! Public Sector external audit experience and CPA eligibility are required. SeniorAssociates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients.
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met
* Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements
* Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers
* Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements
* Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements
* Assist with business proposals, networking, and recruiting opportunities
How Will You Get Here?
* 3+ years of public accounting external audit experience, preferably public sector
* Bachelor's degree in Accounting; Master's degree preferred
* CPA certification or CPA eligibility with certification in progress
* Strong technical knowledge of Generally Accepted Governmental Auditing Standards
* Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments
* Knowledge of risk assessment in the governmental accounting environment
* Excellent written and verbal communication skills
* Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended break around July 4th and year end
* 20 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
$68k-80k yearly est. 10d ago
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Senior Associate (Labor & Employment practice)
Charles River Associates 4.7
College Station, TX jobs
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Position Overview
CRA's Labor and Employment Practice provides expertise and support in a wide range of litigation disputes involving employment processes such as compensation, hiring, promotion, termination, and the role of gender, race, ethnicity and age in employment practices. Our clients, which include preeminent law firms, Fortune 500 companies, and government agencies, come to us for our technical skills, rigorous analysis, and expert insight to understand all aspects of their employment data. We also assist employers by conducting proactive studies of employment and contracting practices, monitoring consent decrees and settlement agreements, and designing systems to track employment practices.
SeniorAssociates work closely with senior consultants on project teams. Successful candidates have a strong knowledge of economic concepts and a range of research and quantitative skills. A typical SeniorAssociate would:
Conduct research in a team-oriented environment alongside some of the most respected academics, industry experts and regulators in the world;
Use techniques from statistics, machine learning and deep learning to conduct fair lending analyses of client models and tools, such as evaluating whether models have disparate effects on different demographic groups and how those effects vary among alternative model formulations;
Program, build models and/or perform regression analyses in statistical analysis programs (such as Stata, SAS, Python, R) that clean, coordinate and analyze large volumes of data related to underwriting, pricing, and redlining analyses;
Supervise, train and mentor junior analysts;
Assist in the development and presentation of client deliverables, including expert reports and white papers to explain analytical decisions and comply with clients' model risk management and model validation requirements;
Act as a primary point of contact for attorneys and other industry or government clients on a variety of practice-relevant issues;
Ensure the integrity and accuracy of analyses and opinions;
Participate in practice-building activities (training, recruiting, publication, expertise sharing, etc.).
As most of our work is done in the office, minimal travel is required.
Desired Qualifications
PhD degree in economics with an academic focus on quantitative research, with specializations like industrial organization, applied microeconomics, econometrics, labor, corporate finance, financial accounting, or other quantitative areas, and up to 3 years of relevant professional experience in designing and performing economic analyses (consulting experience preferred),
Alternately, Bachelor's or Master's degrees (preferred), plus 5-7 years of relevant professional experience in designing and performing economic analyses (consulting experience preferred);
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Eagerness to learn new skills and programming languages;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events;
Demonstrated understanding of, and ability to explain, economic, financial and/or accounting concepts, and quantitative and qualitative analysis methods;
Experience in Stata, Python, R, SQL, SAS, Excel, ArcGIS/ArcPy;
As much of our work occurs in our offices, minimal travel is required.
To Apply
To be considered for this position, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals.
If you are a current PhD student expecting to graduate in 2025, please apply through our 2025 PhD graduate posting.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
Salary and other compensation
A good-faith estimate of the annual base salary range for this position is $130,000 - $200,000. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation.
CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.
$130k-200k yearly Auto-Apply 31d ago
Senior Associate (Intellectual Property practice)
Charles River Associates 4.7
Houston, TX jobs
Since 1965, Charles River Associates has been a premier consulting firm that offers employees a place to learn from a diverse group of consultants, industry experts, and academics. At CRA you will be exposed to leading minds who use economic, financial, and business analysis to solve complex world problems for an impressive roster of clients, including 94% of the top 100 law firms, 80% of the Fortune 100 companies, and government agencies around the globe. Through a collegial environment, formal and informal training opportunities, and a broad array of professional development resources, your experience at CRA will open doors for you as you accelerate your career.
Position Overview
In our Intellectual Property practice, we bring analytical rigor and objectivity to all types of IP issues, whether in the context of high-stakes disputes, transactions, valuations, or compliance matters. In the dispute context, CRA is hired to quantify and provide independent, expert testimony on damages in patent, trademark, trade secret, and copyright infringement matters. CRA is also hired to perform valuations of IP for the purpose of mergers and acquisitions, licensing negotiations, or tax reasons, and to evaluate strategic business decisions as they relate to a client's intellectual property holdings.
Our SeniorAssociates work in project teams with Vice Presidents and junior staff on a variety of client engagements across industries. You need a solid working knowledge of financial and economic concepts, and proven project and people management skills. Responsibilities include (but are not limited to):
Effectively plan and manage assigned projects, including supervising and being accountable for the work of other team members;
Act as a primary point of contact for clients and assist in the presentation of our conclusions and recommendations;
Create and develop client deliverables including expert reports summarizing our opinions;
Independently conceptualize and identify issues, design complex financial models to analyze economic and financial data, and oversee the creation of analyses;
Direct project team members on project scope, deliverables, and deadlines;
Summarize key issues identified from the review by team members of client documents, analyst reports, and third party financial, market and industry data;
Provide strategic insights to leadership team regarding project scope, budget, and staffing;
Ensure the integrity and accuracy of analyses and opinions;
Lead and participate in recruiting and professional development efforts, as well as other practice, office and corporate initiatives.
Minimal travel is required in the Intellectual Property practice.
Qualifications:
Bachelor's degree in business, finance, accounting or related field, advanced degree desirable;
6 to 10 years of finance, accounting or economic work experience with prior consulting or financial services experience preferred;
CFA or CPA professional certification is beneficial, but not required;
Proven project management skills;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, or activities;
Demonstrated understanding of, and ability to explain, economic, financial and/or accounting concepts, and quantitative and qualitative analysis methods.
To Apply
To be considered for this position, please submit the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
Salary and other compensation
A good-faith estimate of the annual base salary range for this position is $130,000 - $152,500. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation.
CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.
CRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. Our two main services - economic and management consulting - are delivered by practice groups that focus on specific areas of expertise or industries. Click here to learn how CRA can help you launch your career.
Position Overview
CRA's Forensic Services practice supports companies' commitment to integrity by assisting them and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. We are noted for deploying cross-trained teams of forensic professionals to assist our clients in gaining deeper insights and greater value more quickly. We provide accounting and forensic services as well as cybercrime investigation services.
The opportunities to contribute to the team in this SeniorAssociate role may include (but are not limited to):
Executing security and privacy investigations for CRA clients, in preparation of, and in response to, data security matters, which may include ongoing theft of trade secret investigations, cyber breach detection, threat analysis, incident response and malware analysis;
Performing forensic analysis of digital information using standard computer forensics and evidence handling techniques and computer forensics tools;
Improving the ability of the digital forensic and incident response team to react to incidents by evaluating and implementing new tools and processes;
Contributing to the creation and maintenance of effective relationships with local, state and federal law enforcement agencies to assist in criminal matters;
Preparing client communications for project milestones and senior leadership;
Managing risk by implementing quality control measures and documentation;
Participating in team recruiting and retention efforts and managing team morale;
Manage the growth and professional development of junior staff members;
Providing management support to engagement teams led by senior personnel;
Participating in project team execution, analysis, and work product;
Managing and supervising teams as appropriate;
Experience performing “pixel tracking” investigations;
Experience in software development lifecycle, full-stack development and performing source code review;
Providing technical assessment/audit and guidance to clients on the adequacy of cyber security controls in accordance with cybersecurity frameworks that are included in one or more of the following - NIST CSF 2.0, HIPAA, ISO 27001 and 27002, SOC2, NERC-CIP;
Interfacing with client personnel;
Assisting in business development efforts by drafting proposals and coordinating with other practice areas within the firm.
Desired Qualifications
5-7 years of experience in digital forensics, cyber intrusion investigation or incident response analysis.
Must hold a Bachelor's or Master's degree in a related field.
Ability to effectively prioritize multiple projects and meet timely deadlines.
Experience in a hands-on technical role functioning as a digital forensic examiner, incident responder, network forensic analyst or malware analyst.
Experience with data analytics engagements and contributing to the execution of technology-based best practices.
Working knowledge of computer hardware components, operating systems, file systems, computer networks, e-mail systems, mobile devices, IT security or incident response.
Deep knowledge of networking (TCP/IP, design, traffic flow, protocols, sessions), operating systems (Windows / *nix) and web technologies.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
Salary and other compensation
A good-faith estimate of the annual base salary range for this position is $130,000 - $152,500. Stating pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation.
CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.
$130k-152.5k yearly Auto-Apply 31d ago
Sr Associate, Consulting, Enterprise Applications (Automotive, Aerospace, Energy)
Point B 4.6
Dallas, TX jobs
Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead.
We're consulting done different. While others might say it, we live it-your success is our success.
We start with the challenges you face, then partner to drive to what's right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value. When you partner with Point B, you'll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs. We're ready to start generating your future today.
JOB SUMMARY: The Sr. Associate is an onsite client-facing role that supports Point B by leading mid-sized business and technical projects. The Sr. Associate advises clients and implements solutions by combining project management fundamentals with an ability to engage and manage client stakeholders, resolve issues, and drive projects to successful completion.
RESPONSIBILITIES:
Program Strategy & ExecutionArchitect and lead comprehensive program plans encompassing scope, schedule, budget, and resource strategy across multiple concurrent workstreams.Partner with senior stakeholders to define program objectives, success metrics, and governance structures that align with enterprise priorities.Facilitate alignment across Technology, Operations, and Business teams, ensuring integrated execution and proactive issue resolution.
Lead initiatives across key technology disciplines, including: Cloud transformation, with emphasis on infrastructure migrations and modernization.Enterprise applications, including ERP, CRM, and other core platforms.Custom software development, enabling tailored solutions to meet unique business needs.Data & AI, including data strategy, analytics enablement, and intelligent automation.
Drive business engagement across the full lifecycle of technology initiatives, including: Business and systems analysis, translating business needs into actionable technical requirements.Data analysis and modeling, supporting informed decision-making and solution design.Requirements gathering and functional design, ensuring solutions are fit-for-purpose and scalable.Product management, aligning delivery with business value and user experience.Process analysis and design, optimizing workflows, and enabling operational efficiency.
Risk & Change LeadershipIdentify strategic risks and dependencies and develop mitigation and contingency strategies to safeguard program outcomes.Lead change management efforts to ensure stakeholder buy-in, adoption, and sustained impact of program deliverables.
Stakeholder Engagement & CommunicationProvide executive-level program reporting, synthesizing insights and recommendations for sponsors and leadership.Serve as a liaison between technical and non-technical stakeholders, translating program progress into business impact.
Financial & Resource StewardshipOversee program financials, ensuring optimal resource utilization and identifying opportunities for cost efficiency and value creation.Advise on investment prioritization and trade-offs to maximize ROI across program components.
Technology Enablement & Data StrategyGuide technology implementation and data conversion efforts, ensuring seamless integration with legacy and future-state systems.Collaborate with stakeholders to define and prioritize technology requirements, translating them into actionable program roadmaps.
Quality Assurance & Continuous ImprovementEnsure all deliverables meet rigorous quality, testing, and compliance standards.Capture lessons learned and drive continuous improvement across program management practices.
REQUIRED QUALIFICATIONS:5 minimum years of program and/or project leadership experience in complex, multi-disciplinary environments, ideally within technical or automotive, aerospace, or energy industries.Demonstrated success in leading strategic programs with multiple workstreams and stakeholder groups.Deep expertise in program management methodologies (Agile, Waterfall, hybrid) and tools (e.g., JIRA, Confluence).Strong analytical and problem-solving skills, with a consultative approach to risk mitigation and decision-making.Proven ability to influence and collaborate across executive, technical, and operational teams.
PREFERRED QUALIFICATIONS:PMP, Agile, or equivalent certification Experience in regulated industries (e.g., automotive, aerospace, energy) Familiarity with enterprise systems, data architecture, and business intelligence tools Understanding of organizational dynamics and change management principles Experience with data conversion methodologies, including data mapping and testing Strong understanding of NERC standards and compliance requirements
JOB - SPECIFIC REQUIREMENTS:Ability to work on-site with clients as requested.Ability to work remotely as needed.May require travel up to 80%.Willingness to work non-standard hours as necessary.
COMPENSATION & BENEFITS:The estimated salary range for this role is $84,500 - $169,000 USD per year. This salary range is provided as required by local and state law, as applicable. Individual salaries vary on a number of factors, including but not limited to geography, skills, education, experience, and unique qualifications where applicable. Bonuses are awarded at Point B's discretion and are based upon individual contributions and overall firm performance
INTRIGUED TO LEARN MORE?When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like. WHAT MAKES POINT B DIFFERENT?We put our passion for change to work, using our purpose and values as our north star. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world's best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities. Benefits - Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives - as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish. Employee Ownership - We give employees a voice in directing their careers and the growth of our company. Our Employee Stock Ownership Plan (ESOP) is a non-contributory retirement vehicle that grows over time from annual allocations (based on individual compensation) and the value of our company. Award winning - Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity. Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website. Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at applicantaccommodations@pointb.com or ************ to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires. Legal Information for Job Seekers can be accessed on our Careers Website.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
We do Consulting Differently
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate will have skills in the following areas:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities:
Support the day-to-day activities of BRG's Corporate Finance -Transaction Advisory client service teams executing on buy and sell side diligence engagements.
Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
Assist in identifying issues for purchase price adjustments and potential deal structuring insights.
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, business plan assessments and cash flow statements.
Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
Lead the preparation of reports, written analyses, presentations, and other client deliverables.
Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
Be ready to expand your network with clients to become a trusted and reputable advisor.
Qualifications:
Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
3+ years of work experience, ideally in a consulting or professional services environment;
Expertise in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows and scenario analyses;
Ability to manage and analyze large volumes of financial and operational data;
Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations;
Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management and other stakeholders or professionals;
Mature presence, empathy, intellectual curiosity, and ability to learn quickly;
Strong problem solving and project management skills;
Ability to work well independently or in a team dynamic;
Ability to manage multiple tasks, prioritize changing work demands and learn quickly;
CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus;
Advanced in Microsoft Word, Excel, PowerPoint;
Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and
Willingness to travel up to 25%
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
#LI-SO1 | #LI-HYBRID
Salary Range: $80,000 to $135,000 per year.
About BRG
BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead.
At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe.
Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world.
At BRG, we don't just show you what's possible. We're built to help you make it happen.
BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
We do Consulting Differently
The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate will have skills in the following areas:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities:
Support the day-to-day activities of BRG's Corporate Finance -Transaction Advisory client service teams executing on buy and sell side diligence engagements.
Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
Assist in identifying issues for purchase price adjustments and potential deal structuring insights.
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, business plan assessments and cash flow statements.
Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
Lead the preparation of reports, written analyses, presentations, and other client deliverables.
Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
Be ready to expand your network with clients to become a trusted and reputable advisor.
Qualifications:
Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
3+ years of work experience, ideally in a consulting or professional services environment;
Expertise in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows and scenario analyses;
Ability to manage and analyze large volumes of financial and operational data;
Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations;
Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management and other stakeholders or professionals;
Mature presence, empathy, intellectual curiosity, and ability to learn quickly;
Strong problem solving and project management skills;
Ability to work well independently or in a team dynamic;
Ability to manage multiple tasks, prioritize changing work demands and learn quickly;
CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus;
Advanced in Microsoft Word, Excel, PowerPoint;
Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and
Willingness to travel up to 25%
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
#LI-SO1 | #LI-HYBRID
Salary Range: $80,000 to $135,000 per year.
About BRG
BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead.
At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe.
Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world.
At BRG, we don't just show you what's possible. We're built to help you make it happen.
BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
$80k-135k yearly Auto-Apply 43d ago
Sr. Associate Data Platform
Two95 International 3.9
Houston, TX jobs
Title - Sr. Associate Data Platform
- Contract (2+ Months) With Extensions
Rate- $Open(Best Possible)
Responsibilities:
Strong experience with both Adobe Analytics
Experience in AA strategy and implementation expertise
Implementation experience with Adobe Launch
Understanding of web analytics tool basics: tags, cookies, variables.
Strong understanding of tag management systems: tags, rules, and variables
Experience in Vue.JS, JavaScript, jQuery, CSS and HTML skills, and able to be a leader in this area of expertise
Strong attention to detail and QA abilities
A solid understanding of advertising, marketing and strategic brand management and how to best leverage these in a digital environment
Experience presenting in front of groups, to clients, and via web conference
History of working with new business teams on requests for proposal/information and presenting analytics documentation demonstrating agency skillsets.
Experience in creating case studies, point of view documents or white papers in line with your job function in analytics.
Work with internal team to continually streamline processes and find efficiencies in the day-to-day work processes done by the data platforms team.
Experience working on testing, targeting and personalization projects with both targeting and optimization tools and data management platforms (DMP).
Note: If interested please send your updated resume and include your rate requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us.
We look forward to hearing from you at the earliest!.
$75k-113k yearly est. Auto-Apply 60d+ ago
Audit Senior Associate
Baker Tilly 4.6
Pasadena, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit SeniorAssociate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $78,000 to $131,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$78k-131k yearly Auto-Apply 30d ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Austin, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Our Private Equity Fund Services team is seeking to add a SeniorAssociate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms.
* Records daily journal entries and reviews cash reporting
* Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval
* Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval
* Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund.
* Prepares quarterly investor capital statements for management approval
* Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds
* Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers
* Prepares and reviews correspondence with client investors to address inquiries, as needed
* Able to work with auditors and provide them with reports/support to assist them during audit
* Manages client investor portals
* Coordinates and completes special projects, as directed by management
* Performs other duties as assigned
Qualifications
* BA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
#LI-AB1
#LI-Hybrid
$67k-87k yearly est. Auto-Apply 53d ago
Audit Senior Associate
Baker Tilly Virchow Krause, LLP 4.6
Frisco, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit SeniorAssociate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
* You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
* You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
* Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
* Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
* Plan and supervise the execution of all audit engagement activities.
* Review and perform substantive testing on client's balance sheets and income statements.
* Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
* Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
* Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
* Successful candidates will have:
* Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
* CPA preferred or actively pursuing completion of exam
* Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
* Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
* Strong leadership, project management, organizational and analytical skills, initiative, adaptability
* Microsoft Suite skills
* Eligibility to work in the U.S. without sponsorship preferred
#LI-Hybrid
#LI-JB3
$67k-86k yearly est. Auto-Apply 33d ago
Audit Senior Associate
Bakertilly 4.6
Frisco, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly US (BT) as an Audit SeniorAssociate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve.
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions.
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!).
You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow.
What you will do:
Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
Plan and supervise the execution of all audit engagement activities.
Review and perform substantive testing on client's balance sheets and income statements.
Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam
CPA preferred or actively pursuing completion of exam
Two (2)+ years of experience providing financial statement auditing services within a public accounting firm
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
#LI-Hybrid
#LI-JB3
$67k-86k yearly est. Auto-Apply 34d ago
Senior Associate - Real Estate
Squire Patton Boggs 4.9
Dallas, TX jobs
Job Title
SeniorAssociate - Real Estate
Ref No.
DAL4953
Job Location
Dallas
Work Type
Full Time
Description
The Dallas office of Squire Patton Boggs is seeking a Senior Real Estate Associate with experience handling complex commercial real estate development and purchase and sale transactions, financing (representing both borrowers and lenders), and leasing (representing landlords and tenants).
About the Practice:
Ranked as one of the top fifteen 'most powerful Real Estate Law firms' by Commercial Property Executive, our global 200-member team provides comprehensive, results-driven legal services to guide clients in all real estate sectors: office, retail, industrial, multi-family residential, health-care, and hospitality through all aspects of commercial real estate activity.
Academic and Professional Qualifications
7+ years of experience
Admitted to a US State Bar and in good standing. Admission to the Bar in the state of the primary office is expected if not currently admitted.
Possess a JD from an accredited law school and a strong academic record
Excellent credentials
Knowledge, Skills & Experience
Drafting and negotiating purchase and sale agreements, easements, declarations, and other development-related documents
Drafting and negotiating loan documents
Preparing and negotiating leases in all sectors
Closing acquisition, sale, and financing transactions
Working through complex title insurance issues
Supervision of junior associates
Excellent written and verbal communication abilities
Flexibility, composure, and the ability to prioritize and handle urgent tasks and requests simultaneously with a high level of competence and accuracy; the ability to remain composed and professional under stressful circumstances; commitment to ethical and confidentiality requirements; strong client service skills
Ability to work without constant supervision, demonstrating initiative in seeking work and managing work load; active in formulating and recommending projects or alternative ways to complete projects that will benefit the case/client
Application Process:
In order to be considered for a position at Squire Patton Boggs, you must formally apply online. Resumes should be accompanied by an unofficial law school transcript and a recent writing sample that reflects your own work in advocating on a client's behalf.
We offer a professional and friendly work environment with competitive compensation and comprehensive benefits.
We are not accepting third party submissions.
About Squire Patton Boggs
Squire Patton Boggs is a full-service global law firm providing insight at the point where law, business and government meet, giving you a voice, supporting your ambitions and achieving successful outcomes. With over 1,500 lawyers spanning more than 40 offices across four continents, the firm is renowned for its local connections and global influence, delivering comprehensive legal services across North America, Europe, the Middle East, Asia Pacific, and Latin America.
Squire Patton Boggs is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion or creed, sex, national origin, citizenship status, sexual orientation, gender identity, disability, veteran status, or any other condition protected by applicable law. This non-discrimination policy applies to all aspects of employment.
#LI-WS1 #LI-Hybrid
$147k-207k yearly est. 60d+ ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Houston, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Our Private Equity Fund Services team is seeking to add a SeniorAssociate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms.
* Records daily journal entries and reviews cash reporting
* Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval
* Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval
* Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund.
* Prepares quarterly investor capital statements for management approval
* Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds
* Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers
* Prepares and reviews correspondence with client investors to address inquiries, as needed
* Able to work with auditors and provide them with reports/support to assist them during audit
* Manages client investor portals
* Coordinates and completes special projects, as directed by management
* Performs other duties as assigned
Qualifications
* BA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
#LI-AB1
#LI-Hybrid
$67k-87k yearly est. Auto-Apply 53d ago
Senior Associate, Private Equity Fund Services
Baker Tilly Virchow Krause, LLP 4.6
Dallas, TX jobs
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Our Private Equity Fund Services team is seeking to add a SeniorAssociate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms.
* Records daily journal entries and reviews cash reporting
* Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval
* Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval
* Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund.
* Prepares quarterly investor capital statements for management approval
* Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds
* Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers
* Prepares and reviews correspondence with client investors to address inquiries, as needed
* Able to work with auditors and provide them with reports/support to assist them during audit
* Manages client investor portals
* Coordinates and completes special projects, as directed by management
* Performs other duties as assigned
Qualifications
* BA/BS in Accounting or related field required
* CPA license (or in process) preferred
* 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting)
* Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required
* Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS
* Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients
* Strong organizational skills with excellent attention to detail
* Requires ability to work both in team environment and independently
* Eagerness to learn and strong work ethic
* Must be able to work in a fast-paced environment and handle multiple priorities and deadlines
* Knowledge of Investran or other partnership accounting software a plus
#LI-AB1
#LI-Hybrid
$67k-86k yearly est. Auto-Apply 2d ago
Senior Associate, Finance
Abs Group of Companies 3.7
Spring, TX jobs
The FSG Senior Finance Associate supports the Finance department's day-to-day functions which include recording, reporting, and analysis of financial data, with a focus on creating value-added analysis to support Management in decision-making. What You Will Do:
* Compiling and analyzing account information.
* Prepare regular and ad hoc management information reports and spreadsheets, collecting, analyzing, and summarizing account information.
* Accurately enter key data into our accounting and financial systems.
* Maintain records and document financial processes.
* Maintain an effective internal controls environment by following all FSG Policy and Procedural Statements, and requesting clarification when guidance is unclear.
* Provide ad hoc reporting and analysis on an as-requested basis.
* Analyze trends, revenue & cost, financial commitments, and obligations to predict future outcomes. Provide support to management in evaluating company performance.
* Drive process improvement and efficiency in your area of responsibility while minimizing risk and cost.
* Report organization's finances to management and offer suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts.
* Prepares multiple complex and varied financial reports (including ad hoc reports) that require selection, preparation, and interpretation of data using complex data query tools.
* Collaborate within the ABS organization to identify and resolve business issues.
What You Will Need:
Required/Preferred Education and Experience
* Bachelor's degree from an accredited university or equivalent related business experience.
* Three (3) or more years of experience
Knowledge, Skills, and Abilities
* Knowledge of data privacy and security principles
* Solid understanding of financial statements, budgeting, cash flow, and familiarity with accounting principles and practices.
* Capacity to analyze, interpret, and report financial data.
* Accurately and efficiently input financial data into spreadsheets or accounting system. Complete high-quality account reconciliations.
* Technically proficient with financial and accounting systems and experience or able to familiarize with financial modeling and analysis.
* Analyze large datasets and identify patterns and trends.
* Communicate basic insights from data analysis.
* Demonstrates understanding of impact of role on other parts of FSG and on the business more broadly.
* Ability to develop a working knowledge of ABS Rules, Guides, statutory regulations, related instructions, and the ABS Employee Safety Policy.
Reporting Relationships:
Reports directly to the Director of Finance
$67k-99k yearly est. Auto-Apply 32d ago
Recruiting Senior Associate
Eagle Hill Consulting, LLC 3.9
Arlington, TX jobs
About the Company
Eagle Hill is a nationally recognized, award-winning consulting firm based in the Washington, DC area. We pride ourselves on our unconventional approach to solving business challenges, with a focus on delivering value above expectations. Our collective of talented consultants encourages each other to bring their unique perspectives and experiences to deliver impact-focused solutions for our clients. The result is a working environment that fosters bold thinking, collaboration, and client-centered solutions.
About the Role
The Recruiting SeniorAssociate supports Eagle Hill Consulting's recruiting efforts by contributing across the full recruiting lifecycle while building strong, practical recruiting skills. You'll be a key member of the Recruiting team, supporting hiring needs by helping move candidates smoothly and thoughtfully through the recruiting process-from initial resume review and screening through interviews, offers, and onboarding preparation-while ensuring timely communication, accurate data management, and consistent follow-through.
Success in this role looks like consistently partnering with the Recruiting Manager to meet recruiting timelines and efficiently identify high-quality candidates through early-stage phone screens. It also includes supporting candidates and hiring teams throughout the recruiting process, maintaining clean and compliant recruiting data, and serving as a trusted execution partner to recruiters, hiring managers, and internal stakeholders.
Job Responsibilities
Recruiting Lifecycle Management
In partnership with the Recruiting Manager, own the full recruiting lifecycle for individual candidates, from application through offer and onboarding preparation
Review resumes and applications and conduct initial candidate phone screens, developing independence quickly while aligning assessments to role requirements
Support offer coordination and closing activities, including candidate communications and documentation
Maintain accurate, compliant, and up-to-date candidate records, recruiting metrics, and hiring data in the applicant tracking system
Candidate Experience & Process Execution
Guide candidates and hiring teams through each stage of the recruiting process with clear communication and consistent follow-through
Coordinate interviews as part of the broader recruiting process, including scheduling, preparation, and candidate readiness
Manage the recruiting inbox and ensure timely, professional, and thoughtful candidate interactions
Support post-interview processes, including feedback tracking, candidate updates, and process-related logistics
Sourcing & Pipeline Support
Support sourcing strategies to build high-quality candidate pipelines aligned to hiring priorities
Assist with creating, posting, and maintaining job postings across recruiting platforms
Support the employee referral process, including candidate communications and outcome tracking
Stakeholder Collaboration
Partner with recruiting leadership, hiring managers, and internal stakeholders to understand talent needs and recruiting priorities
Work collaboratively with recruiters and People & Culture partners to support recruiting initiatives and continuous process improvement
Contribute to broader recruiting, operations, and People & Culture projects as needed
Qualifications
Requirements
Bachelor's degree or equivalent professional experience
A minimum of 3 years of total professional experience, including at least 2 years in recruiting, talent acquisition, or a related role, with hands-on experience across most stages of the full recruiting lifecycle, preferably in professional services, consulting, or a fast-paced corporate environment
Strong interpersonal and stakeholder management skills, with the ability to collaborate effectively across teams
Proactive, dependable, and accountable, with a strong sense of ownership
Clear and professional written and verbal communication skills
Strong attention to detail with the ability to manage multiple priorities, meet deadlines, and accurately follow established processes
Comfort handling confidential and sensitive information
Flexible and adaptable as business and hiring needs evolve
Analytical and thoughtful, using recruiting data to inform decisions
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Successful candidates are:
Able to anticipate risks, think multiple steps ahead in the recruiting workflow, and make adjustments that prevent downstream delays or issues
Comfortable making early-stage candidate assessments and building screening confidence quickly
Organized and process-oriented, with an appreciation for both candidate experience and data accuracy in a high-volume recruiting environment
Interested in developing a long-term career in recruiting or talent management
Comfortable leveraging emerging technologies, including AI-enabled tools, to support recruiting workflows, analysis, and candidate engagement
Compensation
A reasonable expectation for a starting salary range is: $72-85K. This range is reflective of the DMV (District of Columbia/Maryland/Northern Virginia) job market and will vary based on applicant residence. When extending offers, we consider level of experience and location.
Location & Work Model
This role is expected to operate in a hybrid work environment, with a strong preference for candidates located in the DMV region. Remote arrangements may be considered on a limited, case-by-case basis depending on business needs and candidate qualifications.
Benefits
Eagle Hill employees are eligible to participate in 100% employer-paid Medical, Dental and Vision plans, as well as in our 401(k) and commuter benefit programs. Employees may also be eligible for short- and long-term disability, life insurance, FSA, PTO, and annual bonus benefits. Employees are subject to the terms, conditions, and limitations of each benefit program and the applicable plan documents.
Application Process
We follow a competency-based and holistic interview approach designed to hire the most qualified candidates to join our team and position them for future success.
Eagle Hill Consulting, LLC is an Equal Opportunity Employer.
In compliance with the American with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request and accommodation in order to apply for a position with Eagle Hill Consulting, LLC, please call ************ or e-mail *******************************.
About Eagle Hill
Eagle Hill Consulting, LLC is an award-winning consultancy that provides management consulting services in the areas of strategy and performance, talent and change management. Eagle Hill works with a range of public, private, and non-profit organizations in the Washington, DC, Seattle, and Boston metropolitan areas and across the nation. A recognized leader, Eagle Hill has earned awards from the Washington Business Journal and Washingtonian as a top place to work. More information is available at ****************************
$72k-85k yearly 2d ago
Senior Experience Associate
Miniluxe Inc. 4.2
Plano, TX jobs
Over the last decade, we have been reimagining and revolutionizing the world's most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury and we are doing this by becoming the world's leading ethical and clean nail-care brand with an empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services.
We ensure safe practices for our clients & our teams. Our People First culture is our greatest asset & we believe having passion and creativity in your craft and career will help to drive our business. We believe diversity is beautiful and we don't just encourage diversity & inclusion, we embody it as a 95% diverse team! If you believe in these values and are about being your best self and making an impact; then we would love to have you join the MiniLuxe team!
About this Role:
MiniLuxe is hiring a Senior Experience Associate to support the client experience and studio operations to drive operational excellence, and consistency across the market.
This role requires 3+ years of experience in retail, spa/salon, or hospitality. Candidates without relevant experience need not apply.
What You'll Accomplish:
· Supports the client experience and studio operations during each shift.
· Provides exceptional and meaningful service to clients.
· Quickly and efficiently resolves client issues in the moment or with timely follow up.
· Proficiently schedule and prioritize the Zenoti booking system to drive revenue and balance client/team member needs.
· Uphold the highest standards of clean consistently throughout the day.
· Accountable to driving retail revenue and sharing knowledge to fellow team members
· Ensures inventory is regularly and accurately received and accounted for.
· Supports weekly/monthly inventory counts in studio.
· Leads training and development for new Experience Associate hires.
· Creates and maintains weekly Experience Associate schedule for assigned studio(s) in the market.
Who You Are:
· Excellent communication, verbal, and written skills
· Exceptional interpersonal, planning, and organizational skills
· Highly motivated, results-oriented, and a self-starter
· Ability to influence, motivate, and communicate cross functionally
· Problem solver, able to navigate operational issues with resilience
· Ability and willingness to travel to studios within the market
MiniLuxe Benefits:
MiniLuxe is always leveling up our benefits package to provide what our team wants. This includes:
· Competitive compensation package
· Retail Commission
· Comprehensive health care plan (all the good stuff: medical/dental/vision/LTD/STD and life insurance benefits)
· Paid Time Off
· Retirement savings account aka 401k
· Free Services & Retail Discounts across our awesome non-toxic products
· Flexible Schedules
· Continued development and learning opportunities
Job Type: Full-time
Job Types: Full-time, Part-time
Pay: Up to $18.00 per hour
Job Type: Full-time
Pay: $16.00 - $19.00 per hour
$16-19 hourly Auto-Apply 60d+ ago
Senior Experience Associate
Miniluxe Inc. 4.2
Plano, TX jobs
Job Description
Over the last decade, we have been reimagining and revolutionizing the world's most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury and we are doing this by becoming the world's leading ethical and clean nail-care brand with an empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ services.
We ensure safe practices for our clients & our teams. Our People First culture is our greatest asset & we believe having passion and creativity in your craft and career will help to drive our business. We believe diversity is beautiful and we don't just encourage diversity & inclusion, we embody it as a 95% diverse team! If you believe in these values and are about being your best self and making an impact; then we would love to have you join the MiniLuxe team!
About this Role:
MiniLuxe is hiring a Senior Experience Associate to support the client experience and studio operations to drive operational excellence, and consistency across the market.
This role requires 3+ years of experience in retail, spa/salon, or hospitality. Candidates without relevant experience need not apply.
What You'll Accomplish:
· Supports the client experience and studio operations during each shift.
· Provides exceptional and meaningful service to clients.
· Quickly and efficiently resolves client issues in the moment or with timely follow up.
· Proficiently schedule and prioritize the Zenoti booking system to drive revenue and balance client/team member needs.
· Uphold the highest standards of clean consistently throughout the day.
· Accountable to driving retail revenue and sharing knowledge to fellow team members
· Ensures inventory is regularly and accurately received and accounted for.
· Supports weekly/monthly inventory counts in studio.
· Leads training and development for new Experience Associate hires.
· Creates and maintains weekly Experience Associate schedule for assigned studio(s) in the market.
Who You Are:
· Excellent communication, verbal, and written skills
· Exceptional interpersonal, planning, and organizational skills
· Highly motivated, results-oriented, and a self-starter
· Ability to influence, motivate, and communicate cross functionally
· Problem solver, able to navigate operational issues with resilience
· Ability and willingness to travel to studios within the market
MiniLuxe Benefits:
MiniLuxe is always leveling up our benefits package to provide what our team wants. This includes:
· Competitive compensation package
· Retail Commission
· Comprehensive health care plan (all the good stuff: medical/dental/vision/LTD/STD and life insurance benefits)
· Paid Time Off
· Retirement savings account aka 401k
· Free Services & Retail Discounts across our awesome non-toxic products
· Flexible Schedules
· Continued development and learning opportunities
Job Type: Full-time
Job Types: Full-time, Part-time
Pay: Up to $18.00 per hour
Job Type: Full-time
Pay: $16.00 - $19.00 per hour
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$16-19 hourly 1d ago
Litigation Support Services Senior Associate
Whitley Penn 3.7
Senior associate job at Whitley Penn
Whitley Penn, a leading CPA and Consulting firm, is looking for a Litigation Support Services SeniorAssociate to join our team. This department offers a full range of litigation support services related to financial matters as well as forensic and valuation services outside of a litigation context. We're looking for a SeniorAssociate to join our family law group, specializing in helping attorneys and their clients understand and resolve the complex financial issues related to marital property and divorce-related financial issues.
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Assist with forensic accounting, litigation support and valuation engagements, primarily related to marital property and divorce-related financial issues, as well as other investigations and valuations that cover business and intangible asset valuations prepared for business planning, tax, financial reporting, and litigation-related purposes.
* Communicate with Directors on the directions of the case and assist in making strategic recommendations, exercising analytical skills for details and potential risks.
* Assist Directors in delivering complete reports, accompanied by relevant supporting documents, to the Managing Director for review.
* Prepare the testifying expert for client meetings, depositions, and trials, ensuring the file is well-organized and all work papers and important documents are put in a binder for a quick and easy review by the testifying expert; work closely with the testifying expert in developing an outline for testimony and demonstrative exhibits for trial.
* Develop an internal and external circle of influence, participating in networking events, marketing events, and training.
* Effectively manage projects by setting internal objectives, delegating assignments, and ensuring objectives are met in a timely manner.
* Lead departmental training for analyst and fostering a learning environment of continuous improvement.
* Review the work of Associates and provide feedback for corrections and changes, if needed.
* Review formatting of schedules prepared (e.g. extra lines deleted, consolidation of information, etc.), spell check and foot and cross foot numerical totals for accurate financial information analysis. Ensure staff's work is completed in timely manner.
* Assisting in recruiting, developing training material, and acting as an instructor in professional development programs.
How Will You Get Here?
* 2+ years of progressive experience in accounting and/or finance, preferably in an accounting firm or other professional services environment.
* Bachelor's degree in accounting or finance.
* An advanced degree in a related field or a CPA license is a plus.
* Broad background and knowledge in litigation support /expert services.
* Proficiency in use of technology and accounting programs including MS Office.
* Effective written and oral communication skills.
* Project Management skills.
* Desire skills to manage and lead teams.
* Ethics and compliance.
* Problem solving.
* Financial standards, models, and tools.
* Interest in continually learning and gaining knowledge.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, including extended breaks around July 4th and year-end
* 20 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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