Principal Client Accounting Advisor
📋 Role Overview & Responsibilities
Primary Responsibilities· In collaboration with others, serve as a key point of contact for client inquiries, facilitating effective communication through video conferencing, telephone, and email.· Conduct thorough research and provide prompt, professional responses to client inquiries, maintaining a high level of service.· Perform ad hoc financial analysis and actively contribute to project-based initiatives.· Play a pivotal role as a subject matter expert, offering invaluable guidance and support to team accountants, fostering their professional growth and development.· Act as a trusted resource, providing comprehensive expertise and mentorship to drive problem-solving efforts and guide department initiatives, fostering a collaborative and proactive environment focused on continuous improvement and achieving strategic goals.· Collaborate in month-end, quarter-end, and year-end close processes, ensuring accuracy and timeliness.· Review and analyze general ledger accounts, journal entries, and reconciliations.· Conduct comprehensive analysis of operational data to ensure accuracy and identify opportunities for improvement.· Analyze existing processes and contribute to process improvement initiatives.
Knowledge and Skills· Possesses excellent verbal and written communication skills, maintaining a professional demeanor.· Demonstrates a strong work ethic and excellent time management skills.· Detail-oriented with exceptional analytical and problem-solving abilities.· Highly proficient in utilizing Excel for financial analysis and data manipulation.· Experience with SQL, Power BI, Access, SSRS, relational databases and reporting software is preferred.· Candidates with data skills beyond Excel will be prioritized.· Ability to work both independently and collaboratively within a dynamic environment, emphasizing accuracy and timeliness.
Experience and Education· Bachelor's degree in accounting, finance, or a business degree with a focus on accounting or finance required.· Big 4 (or major regional firm) experience preferred.· Public accounting: 3-5 years.· Industry candidates: 4-7 years.· Experience leading a team of at least 2-5 people is valued.· CPA certification is preferred.
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This position is located in Irving, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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