Financial Advisory Services - Senior Associate

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, provides strategic leadership, financial, and tax advisory services to future-thinking entrepreneurial organizations and their leaders. We help people transform themselves into better leaders to exponentially improve their lives.

About the role

We are looking for a Senior Associate to support our Financial Advisory Services group, which delivers value-added business advisory services to a diverse portfolio of entrepreneurial clients. This position combines client service opportunities with leadership development at one of the nation’s leading CPA firms.

Siegfried Advisory partners with entrepreneurial organizations and high-net-worth families to create their vision, bringing quality talent to every initiative. Our innovative, entrepreneur-led firm is dedicated to personal and professional growth, with a core focus on fairness, fun, and stakeholder value.

Where you'll be

You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations four days per week.

Responsibilities

• Develop and maintain relationships with owners and managers of entrepreneurial organizations, leading engagements across service offerings such as:
  • Financial planning and analysis (financial forecasts, KPI development, budgeting & variance reporting, dashboarding, decision support)
  • Outsourced accounting close & reporting
  • Research and implementation of technical accounting issues
  • Financial modeling (segment profitability, cash flow forecasting)
  • Accounting assistance (cash-to-accrual, audit readiness, monthly close design and review)
  • Control assessments and process improvement within accounting and finance functions
  • Ownership changes and considerations
• Lead and mentor engagement teams to deliver offerings and deepen client relationships.
• Mentor and develop associates in the group, including:
  • Suggesting topics for learning and development efforts
  • Reviewing internal processes and requirements
  • Incorporating client feedback into development materials

Qualifications

• High energy, enthusiasm, and a strong commitment to exceeding expectations
• Flexibility to work on a variety of assignments, industries, and roles
• Ability to learn quickly, make an immediate impact, and provide value-added service
• Strong communication and interpersonal skills, with the ability to build relationships at all organizational levels
• Ability to work independently with integrity and professionalism
• Team player with a desire to contribute to both personal and company growth
• Entrepreneurial spirit and belief in the opportunities at Siegfried Advisory
• Interest in participating in business development and recruiting

Requirements

• Degree in Accounting or Finance
• 3+ years in accounting or accounting & finance
• Excellent MS Excel skills
• Analytical and problem-solving skills
• Client services experience
• Willingness to work in a Siegfried office four days per week (subject to management discretion)

Preferred Qualifications

• CPA certification
• Experience with financial planning & analysis (FP&A), including financial modeling and/or dashboarding

Benefits

• Competitive base salary with lucrative incentive plans (historically 30%–40% of base salary)
• Comprehensive benefits including:
  • Health, dental, and vision care
  • Paid vacation, sick time, and holidays
  • 401k and profit sharing
• Opportunities for learning, growth, and career advancement

This is an exempt, at-will position under FLSA.