Firm Account and Engagement Finance Specialist Lead
- Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
- Perform various financial analyses such as reconciliations and variance analysis.
- Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
- Track expenditures and manage client bill and receivable collection functions.
- Conduct quality reviews and provide feedback on the technical work products of junior resources.
- Develop and implement standards and processes for engagement management, quality management, and risk management.
- Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
- Participate in formal performance assessment activities for assigned staff.
- Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
- Prepare and facilitate firm training sessions on a variety of topics and methodologies
- Strong oral and written communication skills, including excellent presentation skills
- Intermediate to advanced Excel and PowerPoint skills
- Ability to work effectively as a member of a team
- Attention to detail and ability to handle multiple tasks in a fast-paced environment
- Ability to "think outside the box" while identifying problems and developing creative solutions
- Demonstrated attention to detail and adherence to project deadlines
- Experience producing and delivering appropriate communications to C-level Executives
- Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
- Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
- Experience summarizing results and producing management reports
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
- Ability to work in your local office at a minimum of one day per week
- Candidates located within a commutable distance to one of the select locations available for this role
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred :
- Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
- Experience in a professional services firm
- Experience with MS Suite applications
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