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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including budgeting and forecasting, while ensuring compliance with US GAAP and SEC requirements. Proven ability to lead projects, mentor staff, and foster relationships with clients and cross-functional teams.
Highest-signal resume keywords
Financial Planning And AnalysisUS GAAP ExpertiseSEC ReportingCPA CertificationProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingASC 606 Revenue RecognitionCash-To-Accrual AccountingFinancial ReportingAccounting ResearchPro-Forma Financial InformationAccounting Policies And ProceduresFinancial Accounting Close ProcessesTechnical Accounting
Soft Skills
Communication SkillsInterpersonal SkillsOrganizational SkillsAnalytical SkillsDecision-Making Skills
Tools & Technologies
ExcelPowerPoint
Certifications & Qualifications
CPA
Industry Keywords
Public AccountingOperational AccountingIFRS ExposureExternal Financial ReportsAudit Preparation
About the role
Key responsibilities & impact- Perform financial planning and analysis, including forecasting, budgeting, and preparation of pro-forma financial information
- Provide technical expertise for US GAAP and SEC requirements, including accounting research, documentation, and client presentations
- Prepare, review, submit, and distribute periodic external financial reports, including 10-K, 10-Q, 8-K, and proxy statements
- Assist in designing and implementing new accounting policies and procedures
- Assess and improve financial accounting close processes and streamline monthly and quarterly reporting
- Liaise with external auditors and internal decision makers to assist with audit preparation
- Assist with cash-to-accrual accounting after transactions, opening balance sheet preparation, and purchase accounting
- Lead and manage projects while coordinating directly with clients
- Foster proactive relationships with clients and cross-functional departments
- Supervise and mentor staff and provide timely performance feedback and training
Requirements
What you’ll need- BS degree in Accounting, Finance, Business-related field or relevant work experience is required
- Minimum 7 years’ experience in a public accounting firm and operational accounting role
- Strong Excel and PowerPoint skills
- Strong and up-to-date knowledge of US GAAP; exposure to IFRS is a plus
- Deep technical understanding of ASC 606 revenue recognition, lease transactions, purchase accounting, etc.
- Experience within the technical accounting or SEC reporting team of a company is a plus
- Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills
- Flexibility to work from home while collaborating in person half the time
- CPA preferred
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
