Firm Account and Engagement Finance Specialist Lead

Work you’ll do

• Lead and oversee budget preparation activities and forecasts.
• Project and track financial metrics such as revenue, expense, etc.
• Perform various financial analyses such as reconciliations and variance analysis.
• Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
• Track expenditures and manage client bill and receivable collection functions.
• Conduct quality reviews and provide feedback on the technical work products of junior resources.
• Develop and implement standards and processes for engagement management, quality management, and risk management.
• Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
• Participate in formal performance assessment activities for assigned staff.
• Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives;
• Prepare and facilitate firm training sessions on a variety of topics and methodologies

Qualifications

• Bachelor’s Degree and minimum of 5 years of experience in a financial analysis role
• Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
• Experience summarizing results and producing management reports
• Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
• Ability to work in your local office at a minimum of one day per week
• Candidates located within a commutable distance to one of the select locations available for this role
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future