Senior Accounting Business Advisory Associate

Senior Associate, Financial & Business Advisory

Growing professional services firm is seeking a Financial Advisory Senior Associate to work directly with entrepreneurial businesses and their leadership teams. This role combines financial planning and analysis, accounting advisory, financial modeling, and business performance improvement.

The successful candidate will help business owners make informed decisions, strengthen financial operations, improve reporting, and identify opportunities to grow business value. This position also offers opportunities to lead client engagements, mentor junior professionals, and contribute to business development initiatives.

Responsibilities

• Support financial planning and analysis, including budgeting, forecasting, variance analysis, KPI development, and financial dashboards.
• Build financial models and perform cash flow forecasting, profitability analysis, and other decision-support analyses.
• Manage outsourced accounting close, financial reporting, and monthly accounting processes.
• Assist with accounting policy matters, technical accounting research, audit readiness, and cash-to-accrual conversions.
• Evaluate accounting and finance processes, identify control gaps, and recommend improvements to efficiency and reporting accuracy.
• Work directly with business owners and leadership teams to understand financial performance and support strategic decisions.
• Assist clients with business growth planning, ownership transitions, and other financial initiatives.
• Lead client engagements, manage deliverables, and maintain strong client relationships across multiple industries.
• Mentor junior team members, support professional development, and contribute to internal training and process improvements.
• Participate in business development, relationship building, and other initiatives that support practice growth.

Qualifications

• Bachelor's degree in Finance or Accounting.
• 3+ years in a blend of public accounting and financial planning roles.
• Prior experience in a client-facing or professional services environment.
• Master's, MBA or CPA certification are highly preferred by not required

Compensation: A competitive compensation package will be available for this position including a base salary, annual bonus upwards of 20-30%, as well as a GREAT medical, dental, vision, wellness, a GREAT 401K, vacation and sick time, paid holidays, floating holidays, etc.

Working Situation: 4 days in the office, 1 day work remotely (Fridays)