Position Summary:
We are seeking a detail-oriented and client-focused Senior Associate to support the delivery of accounting and advisory services across a diverse portfolio of clients. The ideal candidate will have a solid understanding of US accounting principles, hands-on experience with tools such as QuickBooks and Bill.com, and a strong foundation in Record to Report (R2R) processes, account reconciliations, and financial statement preparation. This role requires a proactive approach to client service, strong communication skills, and the ability to support junior staff while contributing to high-quality financial deliverables.
Key Responsibilities:
- Assist in managing daily accounting operations for multiple client accounts with accuracy and timeliness.
- Execute Record to Report (R2R) processes including month-end, quarter-end, and year-end close activities.
- Prepare and analyze financial statements, management reports, and ad-hoc financial data.
- Perform account reconciliations (bank, credit card, AP, AR, intercompany, etc.).
- Maintain financial data using QuickBooks Online/Desktop and integrated platforms such as Bill.com.
- Support client engagements by understanding their operations and delivering meaningful financial insights.
- Collaborate with Managers to address client queries and implement accounting best practices.
- Review the work of junior team members and provide guidance as needed.
- Ensure compliance with US GAAP and applicable financial regulations.
- Participate in process improvement initiatives to enhance accuracy and efficiency.
- Coordinate with tax teams to support year-end close and tax compliance activities.
Required Skills & Qualifications:
- Master's degree in accounting, Finance, or a related field (CPA/CA preferred).
- 36 years of relevant accounting experience.
- Strong knowledge of US GAAP and standard accounting procedures.
- Proficiency in QuickBooks Online/Desktop, Bill.com, Microsoft Excel, and related tools.
- Experience with financial statement preparation, reconciliations, and R2R processes.
- Strong organizational, analytical, and communication skills.
- Ability to manage priorities across multiple client accounts and meet tight deadlines.
- High attention to detail and a proactive problem-solving mindset.
- Prior experience in a public accounting or advisory environment is a plus.
- Willingness to continuously learn and contribute to team knowledge-sharing and process enhancement.
