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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, client engagement, and team management, with a strong focus on delivering high-quality consulting services. Proficient in financial statement preparation and building long-term client relationships to drive revenue growth.
Highest-signal resume keywords
Financial Statement PreparationClient Engagement ManagementTeam SupervisionMicrosoft Excel ProficiencyCPA License or Candidacy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudget AssessmentProfitability AssessmentConsulting Project ManagementClient Billing Processes
Soft Skills
Attention to DetailAnalytical ThinkingProblem-SolvingInterpersonal CommunicationTeam Development
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Teams
Certifications & Qualifications
CPA LicenseActive CPA Candidacy
Industry Keywords
AccountingAdvisoryFinancial ServicesConsultingProfessional Services
About the role
Key responsibilities & impact- Lead medium-level client engagements independently while gaining knowledge on more complex clients with support from senior leadership
- Review monthly financial work for more complex clients, ensuring accuracy and high-quality deliverables
- Perform budget and profitability assessments to support sound financial decision-making
- Onboard new clients, establishing strong relationships and a foundation for long-term partnerships
- Prepare and review consulting-level tasks and projects that deliver strategic value to clients
- Train, coach, and develop Supervisors to strengthen team performance and capability
- Manage workloads and timelines to ensure timely, high-quality delivery across all engagements
- Ensure consistent quality of work and client service across all assigned accounts
- Assist with client billing processes
- Develop and deliver client presentations while building a professional network to support revenue growth
- Begin establishing a defined area of expertise to position yourself as a subject matter resource within the firm
- Contribute to firm projects that increase productivity, drive revenue, and advance overall firm success
Requirements
What you’ll need- 5–7 years of relevant experience in accounting, advisory, or a related field
- Bachelor's degree in Accounting, Business, Economics, Finance, or a related field
- Prior experience with financial statement preparation and review
- Experience supervising or managing a team
- Proficiency in Microsoft Suite products including Excel, Word, PowerPoint, and Teams
- Strong attention to detail with the ability to manage multiple concurrent tasks and projects
- Demonstrated analytical and critical thinking skills with strong problem-solving abilities
- Strong interpersonal and communication skills
- CPA license or active CPA candidacy preferred
- Prior consulting experience preferred
- Experience with team and task management in a professional services environment preferred
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Industry-leading benefits
- Opportunities for continuous learning and advancement
- Collaborative culture
- Work/life balance
