Role & responsibilities 1. Assist in preparing financial models, forecasts, and variance analyses for external clients. 2. Support the budgeting and planning process, ensuring accuracy and completeness. 3. Analyze financial data to identify trends, risks, and opportunities. 4. Assist in preparing reports, dashboards, and presentations for clients. 5. Work closely with clients finance teams to gather relevant financial data. 6. Provide insights and recommendations to improve financial performance. 7. Ensure compliance with financial regulations and internal policies. 8. Support ad-hoc analysis and special projects as required by clients. Qualifications & Skills: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 1-3 years of experience in FP&A, financial analysis, or related roles. Strong Excel and financial modeling skills; experience with financial systems (e.g., SAP, Hyperion, Anaplan) is a plus. 1. Basic understanding of financial statements, budgeting, and forecasting. 2. Strong analytical and problem-solving abilities. 3. Excellent communication and interpersonal skills. 4. Ability to manage multiple tasks and work under tight deadlines. 5. Experience in consulting or working with external clients is a plus.
. Client Engagement & Relationship Management Client Collaboration: Act as the primary point of contact for clients, building and maintaining strong, trust-based relationships. Understand Client Needs: Assess client requirements, financial goals, and challenges, tailoring accounting solutions and services accordingly. Deliver Advisory Services: Provide guidance to clients on accounting best practices, process optimization, and regulatory compliance, specifically around US GAAP. Present Financial Insights: Use Power BI to present actionable financial insights, helping clients make informed, data-driven decisions. Accounting & Financial Reporting Financial Reporting: Oversee the preparation of accurate and timely financial statements, ensuring adherence to US GAAP. General Ledger Oversight: Manage and oversee the reconciliation of accounts, journal entries, and month-end closing procedures. Audit Preparation: Assist in preparing for audits, ensuring that all records and processes are compliant with regulatory standards. Data Integrity: Ensure the integrity of financial data by implementing strong controls and validation processes. System & Technology Integration (MSDBC & Power BI) MSDBC Utilization: Lead the team in using Microsoft Dynamics Business Central (MSDBC) for accounting, ERP management, and reporting. Ensure all team members are proficient in the platform. Automation: Leverage MSDBC to automate routine accounting tasks, improving efficiency and reducing manual errors. Power BI Dashboards: Design and implement custom Power BI dashboards to help clients visualize key financial metrics, KPIs, and trends. Data Analysis: Use Power BI to analyze complex financial data, identifying areas for improvement and providing strategic recommendations. US GAAP Compliance & Reporting Compliance Oversight: Ensure all financial operations, reporting, and systems are compliant with US GAAP standards and relevant accounting regulations. Policy Development: Develop and maintain internal accounting policies and procedures that align with US GAAP, ensuring consistency across client accounts. Regulatory Reporting: Support clients in meeting all required regulatory reporting and filing deadlines Required Skills & Qualifications: Accounting Expertise: Strong knowledge and experience in accounting principles, financial reporting, and US GAAP. MSDBC Proficiency: Extensive experience with Microsoft Dynamics Business Central (MSDBC) for accounting and financial operations. Power BI Skills: Proven ability to design and implement Power BI dashboards for financial analysis and reporting. Leadership Skills: Ability to lead, mentor, and motivate a team of accounting professionals. Analytical Thinking: Strong ability to analyze complex financial data and provide actionable insights to clients. Communication: Excellent verbal and written communication skills for interacting with clients and team members. Problem-Solving: Strong critical thinking skills to identify issues and develop effective solutions in a timely manner. Educational Requirements: Bachelor's degree in Accounting, Finance, or related field; CPA or equivalent certification preferred.