Accounting & Financial Outsourcing Sr. Consultant, Equine (Asst. Controller)
for each heading. Only include sections that have real specific content. No placeholder like "commensurate with experience". We need to extract content from description.
We have sections: About Dean Dorton (company description) maybe not needed as heading? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. So we can include "About the role" heading with content from "About The Role". Then "Responsibilities" heading with essential duties & responsibilities (maybe split into Technical, Behavioral, Non-Charge). Use - for list of duties/requirements/benefits. For prose use
.
We need to preserve all substantive info; do not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "This job description is intended..." etc. Also remove "Dean Dorton is an equal opportunity employer..." etc.
We need to include Benefits section: they have a list of benefits under "Benefits". So include that.
Pay: Not mentioned explicitly. There's "Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year". That's schedule info, not pay. No pay mentioned. So we should NOT include Pay section because no real content.
Schedule: We have schedule info: average schedule 42-45 hours per week, minimum 2,200 hours per year, in-office position based out of Lexington, KY, minimum expectation of three days in office per week after first year. Also travel limited. So we can include Schedule section with that content.
Requirements: They have "Experience & Qualifications" heading. That includes Bachelor's degree, 4-5 years experience, prefer Assistant Controller/Controller, prior Equine industry experience preferred, proficiency in accounting software may be required, understanding of serving clients across US/international, flexibility for time zones, in-office position etc. Some of that overlaps with schedule but we can keep.
Qualifications: Might be similar to Requirements; but we can treat "Experience & Qualifications" as Requirements. Qualifications maybe separate? The posting includes "Software & Tools" list. That could be Skills. So we can have Skills section listing software/tools.
Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Schedule.
We need to avoid duplicate content. Ensure we preserve all substantive info.
Let's extract:
About The Role paragraph: "The Senior Consultant plays a critical role as the liaison between clients and the AFO team and functions in a similar capacity as an Assistant Controller/Controller for clients. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients, including clients in the Equine Industry. Similar to an Assistant Controller, the Senior Consultant understands their clients' business and industry to provide the most accurate financial data and information that supports client decision making."
We can put that as
under About the role.
Responsibilities: list of duties broken into Technical, Behavioral, Non-Charge. We'll combine into a single list? Could keep subheadings but not required. Use
- for each duty. We'll list each bullet.
Technical bullets:
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients, including controllership duties.
- Manage client implementations and new client leads in collaboration with the team.
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Apply industry-specific knowledge for Equine clients, including familiarity with horse farm operations, breeding and racing activities, sales activity, ownership structures, and related financial reporting considerations.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
Behavioral bullets:
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for newer AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
Non-Charge bullets:
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
We need to keep the sublist for Non-Charge activities. Could flatten but preserve detail. We'll keep as
- with nested
maybe. That's okay.
Requirements: from "Experience & Qualifications". Let's extract:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
Note schedule info also appears; but we might move schedule details to Schedule section to avoid duplication. However requirement includes schedule; we could keep in Requirements but also Schedule. The instruction: preserve ALL substantive information; do not invent or summarize away detail. If we put schedule info in both sections, it's duplication but still preserving. Might be okay but better to avoid duplication? Not explicitly forbidden but we should avoid duplicated lines. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. So we should not repeat the same sentence in multiple places. So we need to decide where to put schedule info. Probably Schedule section is appropriate. Then Requirements should not include schedule lines. However the requirement paragraph includes schedule as part of qualifications; but we can treat that as schedule info and move to Schedule section, removing from Requirements. But we must ensure we don't lose any substantive info. So we will put schedule details in Schedule section, and omit from Requirements.
Thus Requirements bullets:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
But the last bullet about in-office is also schedule/location; maybe belongs to Schedule. However it's about location expectation. Could keep in Requirements as it's about location. But schedule section already includes in-office expectation. To avoid duplication, we could keep location in Requirements and schedule hours in Schedule. But the instruction says remove duplicated lines. The location expectation appears only once in the text; we can keep it either place. Let's keep it in Requirements as it's about office location. Schedule section will focus on hours and travel.
Thus Requirements bullets as above (excluding schedule hours and in-office expectation? We'll keep in-office expectation maybe). Let's decide: Keep in-office expectation in Requirements, schedule hours in Schedule.
Thus Requirements:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
Now Skills: from "Software & Tools" list: CaseWare, Sage Intacct, QuickBooks, Expensify, BILL, Yearli, BILL Spend and Expense, Floqast, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), 1Password, Sharepoint, Sharefile, AI Tools such as CoPilot, Chat GPT and Claude.
We'll list as - each.
Benefits: list from "Benefits" section: Health insurance – medical, vision, dental; Unlimited PTO; Paid family leave, medical leave, and maternity/paternity leave programs.; Retirement benefits – 401(K) match and best-in-class automatic profit sharing; Telemedicine, mental health resources, and wellness program reimbursement; Life insurance and disability insurance.
Also there is a heading "The Fun Stuff Work Isn’t All Work! ..." but that's just fluff; we can ignore as boilerplate? It's not boilerplate but it's promotional; we should keep substantive benefits. We'll keep the list.
Schedule: content: Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year. Travel, on an extremely limited basis, may be required for client or firm needs. Also maybe mention in-office expectation? We already put that in Requirements.
- for list of duties/requirements/benefits. For prose use
. We need to preserve all substantive info; do not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "This job description is intended..." etc. Also remove "Dean Dorton is an equal opportunity employer..." etc. We need to include Benefits section: they have a list of benefits under "Benefits". So include that. Pay: Not mentioned explicitly. There's "Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year". That's schedule info, not pay. No pay mentioned. So we should NOT include Pay section because no real content. Schedule: We have schedule info: average schedule 42-45 hours per week, minimum 2,200 hours per year, in-office position based out of Lexington, KY, minimum expectation of three days in office per week after first year. Also travel limited. So we can include Schedule section with that content. Requirements: They have "Experience & Qualifications" heading. That includes Bachelor's degree, 4-5 years experience, prefer Assistant Controller/Controller, prior Equine industry experience preferred, proficiency in accounting software may be required, understanding of serving clients across US/international, flexibility for time zones, in-office position etc. Some of that overlaps with schedule but we can keep. Qualifications: Might be similar to Requirements; but we can treat "Experience & Qualifications" as Requirements. Qualifications maybe separate? The posting includes "Software & Tools" list. That could be Skills. So we can have Skills section listing software/tools. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Schedule. We need to avoid duplicate content. Ensure we preserve all substantive info. Let's extract: About The Role paragraph: "The Senior Consultant plays a critical role as the liaison between clients and the AFO team and functions in a similar capacity as an Assistant Controller/Controller for clients. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients, including clients in the Equine Industry. Similar to an Assistant Controller, the Senior Consultant understands their clients' business and industry to provide the most accurate financial data and information that supports client decision making." We can put that as
under About the role. Responsibilities: list of duties broken into Technical, Behavioral, Non-Charge. We'll combine into a single list? Could keep subheadings but not required. Use
- for each duty. We'll list each bullet.
Technical bullets:
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients, including controllership duties.
- Manage client implementations and new client leads in collaboration with the team.
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Apply industry-specific knowledge for Equine clients, including familiarity with horse farm operations, breeding and racing activities, sales activity, ownership structures, and related financial reporting considerations.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
Behavioral bullets:
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for newer AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
Non-Charge bullets:
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
We need to keep the sublist for Non-Charge activities. Could flatten but preserve detail. We'll keep as
- with nested
- maybe. That's okay.
Requirements: from "Experience & Qualifications". Let's extract:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
Note schedule info also appears; but we might move schedule details to Schedule section to avoid duplication. However requirement includes schedule; we could keep in Requirements but also Schedule. The instruction: preserve ALL substantive information; do not invent or summarize away detail. If we put schedule info in both sections, it's duplication but still preserving. Might be okay but better to avoid duplication? Not explicitly forbidden but we should avoid duplicated lines. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. So we should not repeat the same sentence in multiple places. So we need to decide where to put schedule info. Probably Schedule section is appropriate. Then Requirements should not include schedule lines. However the requirement paragraph includes schedule as part of qualifications; but we can treat that as schedule info and move to Schedule section, removing from Requirements. But we must ensure we don't lose any substantive info. So we will put schedule details in Schedule section, and omit from Requirements.
Thus Requirements bullets:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
But the last bullet about in-office is also schedule/location; maybe belongs to Schedule. However it's about location expectation. Could keep in Requirements as it's about location. But schedule section already includes in-office expectation. To avoid duplication, we could keep location in Requirements and schedule hours in Schedule. But the instruction says remove duplicated lines. The location expectation appears only once in the text; we can keep it either place. Let's keep it in Requirements as it's about office location. Schedule section will focus on hours and travel.
Thus Requirements bullets as above (excluding schedule hours and in-office expectation? We'll keep in-office expectation maybe). Let's decide: Keep in-office expectation in Requirements, schedule hours in Schedule.
Thus Requirements:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Equine industry clients or businesses preferred, including horse farms, breeding or racing operations, sales companies, or related ownership structures.
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) may be required.
- Understanding of serving clients across the United States and internationally, including flexibility to accommodate client needs across time zones, such as clients located in the Pacific Time Zone.
- This is an in-office position based out of the Lexington, KY office, with a minimum expectation of three days in office per week after the first year of employment.
Now Skills: from "Software & Tools" list: CaseWare, Sage Intacct, QuickBooks, Expensify, BILL, Yearli, BILL Spend and Expense, Floqast, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), 1Password, Sharepoint, Sharefile, AI Tools such as CoPilot, Chat GPT and Claude.
We'll list as
- each. Benefits: list from "Benefits" section: Health insurance – medical, vision, dental; Unlimited PTO; Paid family leave, medical leave, and maternity/paternity leave programs.; Retirement benefits – 401(K) match and best-in-class automatic profit sharing; Telemedicine, mental health resources, and wellness program reimbursement; Life insurance and disability insurance. Also there is a heading "The Fun Stuff Work Isn’t All Work! ..." but that's just fluff; we can ignore as boilerplate? It's not boilerplate but it's promotional; we should keep substantive benefits. We'll keep the list. Schedule: content: Average schedule is 42-45 hours per week, with a minimum requirement of 2,200 hours per year. Travel, on an extremely limited basis, may be required for client or firm needs. Also maybe mention in-office expectation? We already put that in Requirements.
- with nested
- for each duty. We'll list each bullet.
Technical bullets:
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients, including controllership duties.
- Manage client implementations and new client leads in collaboration with the team.
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Apply industry-specific knowledge for Equine clients, including familiarity with horse farm operations, breeding and racing activities, sales activity, ownership structures, and related financial reporting considerations.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
Behavioral bullets:
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for newer AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
Non-Charge bullets:
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
We need to keep the sublist for Non-Charge activities. Could flatten but preserve detail. We'll keep as