Senior FMS

Job Summary: The Senior will work directly with Managers and Consulting Executives to achieve the mission of Financial Management Services (FMS), to enable business owners to spend more time executing their strategies and less time managing finance.

The Senior's primary role is to ensure the accuracy of client financial records, specifically the trial balance and all general ledger reconciliations, calculating and making appropriate accrual entries, implementing and maintaining clean databases in client systems (e.g. customer, vendor, inventory records), and drafting internal-use and accounting principle compliant external-use financial statements, working with a variety of industries.

The Senior will also be involved in assisting Managers, Consulting Executives and clients with a variety of other financial and non-financial matters. These matters might include preparation of reporting to satisfy credit agreements, forecasting future financial results, preparing for external financial audits, evaluation of employee benefits, researching the accounting treatment of particular financial transactions, and implementation of new financial systems or new modules in existing financial systems.

The Senior will frequently work independently. Some travel should be expected, primarily to metro areas served by HT office locations.

PRIMARY RESPONSIBILITIES

• Actively maintain the firm's core values HT3 and service standards.
• Assist or prepare client financial statements, both for internal use by management and external, GAAP and other accounting principle-based statements
• Analyze financial statements for accuracy
• Prepare variance analysis and identify discrepancies on financial statements
• Preparation of cost analysis for manufacturing and services clients
• Review client routine reporting, including month end close processes and monthly quarterly and annual reports, including but not limited to state reporting, sales tax, and property tax
• Perform an initial review of basic to medium level complexity compiled and prepared financial statements, tax write-ups, and related workpapers.
• Preparation of schedules for client tax and audit support
• Assist in preparation of financial forecasts and analysis including forecasted operating results, cash flows, general ledgers, and balance sheets
• Creating meaningful financial and non-financial information derived from large databases
• Creating presentations of findings on client projects
• Ensure accuracy of work performed through thorough research and analysis
• Interact directly with clients and manage client relationships as appropriate
• Document processes and workflows to identify areas of improvement and/or key internal controls
• Assist in business and process improvement projects
• Provide direction and coaching to staff as requested
• Assist with prospective client meetings and scoping work
• Expected level of chargeable time is 1,500 billable hours, within the context of a 2,200-hour year
• Compliance to the firm's quality control standards

QUALIFICATIONS:

• Bachelor of Business Administration, Accounting or related field from an accredited school required
• Minimum 2 years' experience in public accounting or similar experience required
• CPA preferred, not required
• Financial accounting and reporting experience required
• Basic knowledge of accounting systems and ability to adapt to a variety of softwares
• Proficient in the use of Microsoft Outlook, Excel, and Word and other software applications
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and demanding deadlines
• Ability to work independently and be highly organized

PHYSICAL DEMANDS:

While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.