Senior Business Analyst

Our client is a NYC metro-based CPA firm who has a deep technical expertise in the most complex areas of tax and accounting. They are looking for an individual who can understand their operational & business activities and connect the dots/ specs tax people need and communicate it to developers.

Please make sure resumes highlight the use of technological requirements listed below.

Responsibilities:

  • Extract end user needs/vision, analyze problems, specify and define project scopes
  • Research and analyze existing applications, unused functionality within them and the need for custom application development
  • Act as the liaison between project managers and developers
  • Create detailed business & operations analysis (Costs & Benefits)
  • Manage projects through their entire life cycle (Resource requirements, project scope, change requests, testing, deployment/training)
  • Run periodic scrum meetings to ensure project success

Qualifications:

  • Big 4 or other public accounting firm with hedge fund/high net worth experience
  • 5+ years of experience in a business analysis/project management
  • Knowledge of tax reporting and technology
  • Certifications preferred (IIBA,IQBBA,IRED,PMI/PMBOK)
  • Understanding of networks, SQL/relational database and other related technologies
  • Bachelor’s degree in Information Systems or Accounting/Finance discipline

Trust & Estate Tax Partner

Our client, a National Public Accounting Firm, is currently seeking a Trust & Estate Tax Partner to join their growing practice in New York City. This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. This individual will also be responsible for building, developing and managing a book of business to meet goals and objectives.

Candidates must be an expert in Trust & Estate Planning, Estate, Trust & Gift Tax Compliance Services and Individual income tax and foreign reporting. Confident in tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you will have the opportunity to develop and pursue creative approaches to resolve client issues.

Basic Qualifications:

  • Bachelor’s degree in Accounting with CPA License and/or JD required.
  • 12+ years continuous public accounting or family office tax experience
  • Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
  • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required
  • Must be able to support financial growth efforts and manage a book of business
  • Strong tax software and research skills

Senior Accountant – Insurance

An Insurance Company is looking for a Senior Accountant to join their team! Join a company that is on the up & up and climb that corporate ladder! They offer competitive salaries, benefits and an outstanding team – apply today.

Responsibilities:

  • Assist with month end close
  • Prepare General Ledger reconciliations
  • Responsible for Accounts Receivable and all Billing functions – creating invoices, reports, collections, customer service, etc.
  • Prepare journal entries
  • Resolve complex billing issues
  • Analyze data and prepare presentations for upper management
  • Work with Internal and External Auditors
  • Support Cash Management

Qualifications:

  • Bachelor Degree in Accounting
  • Experience working for an Insurance company
  • 3+ years’ experience

Director of Accounting

A startup is actively seeking a Director of Accounting to join their team! Responsibilities include implementing process improvements, developing a team while performing all accounting and treasury activities. Great perks + friendly culture + competitive salary….apply today!

Responsibilities:

  • Participate in the monthly closing process
  • Prepare consolidated financial statements and prepare footnotes
  • Review journal entries, fixed assets, intercompany/consolidations, reconciliations and provide feedback to the staff
  • Work alongside the CFO and interact with different departments such as Finance, IT, HR, etc.
  • Be the direct contact for external auditors
  • Support internal and external financial reporting, including preparation of the financial reporting package
  • Manage the external reporting including annual audits, reporting, treasury, insurance, etc.
  • Mange the company’s cash needs
  • Prepare the budgeting and forecasting for cash flow
  • Responsible for managing a small team – developing, training, reviewing, etc.
  • Any ad hoc projects

Qualifications:

  • Bachelor’s Degree in Accounting or Finance
  • 8+ years experience in Accounting
  • 4+ years public accounting experience
  • Previously has managed a team
  • CPA required

Senior Manager, Accounting

A startup is actively seeking a Sr. Manager, Accounting to join their team! Responsibilities include implementing process improvements, developing a team while performing all accounting and treasury activities. Great perks + friendly culture + competitive salary….apply today!

Responsibilities:

  • Participate in the monthly closing process
  • Prepare consolidated financial statements and prepare footnotes
  • Review journal entries, fixed assets, intercompany/consolidations, reconciliations and provide feedback to the staff
  • Work alongside the CFO and interact with different departments such as Finance, IT, HR, etc.
  • Accounting Policy with ASC 842 and 606
  • Be the direct contact for external auditors
  • Support internal and external financial reporting, including preparation of the financial reporting package
  • Manage the external reporting including annual audits, reporting, treasury, insurance, etc.
  • Mange the company’s cash needs
  • Prepare the budgeting and forecasting for cash flow
  • Responsible for managing a small team – developing, training, reviewing, etc.
  • Any ad hoc projects

Qualifications:

  • Bachelor’s Degree in Accounting or Finance
  • 8+ years experience in Accounting
  • 4+ years public accounting experience
  • Previously has managed a team
  • CPA required

Staff Accountant

A startup located in NYC is looking for a Staff Accountant to become a member of their team! Responsibilities including all accounting activities – consolidations, reconciliations, working with external auditors and financial reporting.

Responsibilities:

  • Prepare consolidated financial statements including footnote disclosures
  • Perform month-end procedures & various account reconciliations and analyses
  • Prepare journal entries into the general ledger and the consolidation system
  • Assist in the preparation of monthly and quarterly reporting information for management and finance executive team
  • Prepare GAAP trial balances
  • Perform analysis of Balance Sheet and Income Statement accounts Balance sheet account reconciliations and roll forwards
  • Manage budget vs. actual analyses on a monthly basis and communicate across all functions / departments
  • Assist in representation of the Company in financial audits and reviews.
  • Support process improvement initiatives for specific areas of responsibility.
  • Special projects as needed.

Qualifications:

  • Bachelor’s Degree in Accounting
  • 1-3 years Accounting experience
  • CPA or CPA track preferred
  • Public accounting experience is a PLUS

Director of Financial Reporting

Our client is a global technology company and they are looking for a Director of Financial Reporting. This is a critical function to the organization and they are looking for a candidate that has demonstrated expertise in financial accounting.

Responsibilities:

  • The individual will have high visibility to the Vice President, Controller and be responsible for collaborating with business leaders to provide technical accounting guidance on strategic transactions, assessing accounting ramifications, developing position papers and determining appropriate conclusions
  • The candidate is expected to add value to the Company’s financial reporting by contributing to the Company’s 10Q/10Ks, validating the accuracy of the disclosures, reviewing press releases, preparing quarterly presentations to the audit and disclosure committees and coordinating with the external auditors.
  • Key reporting issues include stock compensation, financing issues, acquisition accounting, fair value issues, hedge accounting, goodwill impairment, earnings per share, lease accounting, and pension accounting.
  • Work closely with various business leaders including Treasury, HR, Legal, M&A, FP&A, etc. to provide guidance on the accounting ramifications of strategic transactions.

Qualifications:

  • 7-10 years experience
  • 3+ years public accounting experience
  • CPA required

Property Controller

Our client, an award winning Fortune 500 company, is a leader Real Estate Industry. They are looking for a Property Controller to join their team.

Responsibilities:

  • Prepare consolidated financial statements and related footnotes for internal and external reporting requirements
  • Manage the allocation of costs and services between operating companies
  • Oversee system of internal controls for loss prevention and asset integrity, including analyzing all asset classes (especially receivables and inventory) for impairment
  • Preparing accurate and timely bank filings, including financial statements, debt certificates, and forecasts/budgets, as required by the Company’s debt agreements
  • Management of the Company’s global Treasury activities and liquidity position
  • Budget and cash flow analysis
  • Maintain our financial systems (general ledger, accounts payable, electronic invoicing, etc.).
  • Oversee use of all treasury services, including purchasing cards, cash management and compliance

Qualifications:

  • 4+ years experience in commercial real estate
  • Bachelor Degree in Accounting
  • MRI or Yardi skills a plus.

Director of Treasury

A well-known Bank is looking for a Director of Treasury to join their team! You will be responsible for establishing, implementing, and maintaining the Company’s Treasury process, strategy and policy to complement business operations and initiatives. You will also manage existing bank relationships to ensure the company maintains cash collection and payment network.

Key Responsibilities

  • Responsible for implementing the Company’s Treasury process
  • Manage existing bank relationships partners to ensure the company maintains an adequate cash collection and payment network.
  • Assess current treasury management processes to improve cash utilization and efficiency.
  • Develop metrics and reporting capabilities to measure and improve cash management results
  • Prepare the cash forecasting model.
  • Ensure compliance with regulatory requirements and internal controls.

Qualifications

  • Prior Banking or Mortgage experience
  • Bachelor degree in Finance, Accounting or Business required; Master degree preferred.
  • At least 10 years experience

Director of Accounting

A Consumer Goods company is seeking a Director of Accounting to add to their team. The ideal person will have similar industry experience overseeing the entire P&L and FP&A. Join a rapidly growing company and be a key member on the Finance Team.

Responsibilities:

  • Manage a team of three employees at Manager levels
  • Monthly reporting & analysis, budgeting and forecasting
  • Full ownership of P&L
  • Achieve financial goals including gross margin yields, KPI’s, cost drivers, net yield, etc
  • Manage financial reporting systems and participate in the system implementation
  • Responsible for customer pricing & negotiation and corporate overheads & statistics
  • Building and oversee the direction of pricing models
  • Investment return & analysis of capital expenditures or cost savings programs
  • Improve margins and implement cost savings initiatives

 

Qualifications:

  • Bachelor’s Degree in Accounting or Finance. MBA is a plus
  • Relative working experience at Director level
  • Related industry experience is a must (Construction, Manufacturing, Logistics, Shipping, Engineering, etc)
  • Managerial experience
  • NetSuite is a plus. Knowledge in Excel