Senior Associate, Financial Advisory Services

Job Summary

We are seeking a high-performing and client-focused Senior Associate, Financial Advisory Services to provide value-added financial and business advisory services to entrepreneurial organizations, business owners, and high-net-worth families.

This role offers a combination of hands-on client service, financial analysis, business advisory, and team leadership. The Senior Associate will work closely with clients and business leaders to develop financial insights, improve accounting and finance functions, support strategic decision-making, and identify opportunities to increase business value.

The ideal candidate is analytical, entrepreneurial, relationship-oriented, and comfortable working across a variety of industries and financial advisory assignments.

Key Responsibilities

Financial Planning & Analysis

• Develop financial forecasts, budgets, and variance analyses to support client decision-making.
• Develop and monitor key performance indicators (KPIs) and financial dashboards.
• Perform financial modeling and scenario analysis to evaluate business performance and strategic opportunities.
• Prepare cash flow forecasts and analyze liquidity and working capital requirements.
• Provide decision support and financial insights to business owners and management teams.
• Analyze segment and business-unit profitability to identify opportunities for improvement.

Accounting & Financial Reporting Advisory

• Support outsourced accounting, month-end close, and financial reporting activities.
• Assist with accounting close processes and develop improvements to monthly reporting procedures.
• Support cash-to-accrual accounting conversions and other technical accounting initiatives.
• Assist clients with audit readiness and preparation of supporting documentation.
• Research and implement solutions for technical accounting matters.
• Review financial statements and accounting records for accuracy and completeness.

Business Advisory & Value Creation

• Develop trusted relationships with owners and managers of entrepreneurial organizations.
• Identify opportunities to improve financial performance, operational efficiency, and overall business value.
• Provide practical recommendations based on financial analysis and business objectives.
• Support ownership changes, business transitions, and related financial considerations.
• Assist clients with strategic planning and other financial initiatives.
• Translate financial information into clear, actionable recommendations for business leaders.

Controls & Process Improvement

• Assess accounting and finance processes and identify opportunities to strengthen controls.
• Recommend and implement improvements to accounting workflows, reporting processes, and financial systems.
• Assist with internal control assessments and process documentation.
• Help clients improve the efficiency, accuracy, and scalability of their accounting and finance functions.
• Support the implementation of new financial processes, tools, and technologies.

Client Relationship Management

• Build and maintain strong, professional relationships with clients and key stakeholders.
• Serve as a trusted financial advisor to business owners and management teams.
• Communicate financial findings and recommendations clearly to both financial and non-financial audiences.
• Manage multiple client assignments while maintaining high standards of quality and responsiveness.
• Adapt advisory services to meet the unique needs and objectives of each client.

Team Leadership & Development

• Lead and support engagement teams across various financial advisory assignments.
• Provide guidance, coaching, and mentorship to Associates and other junior team members.
• Review work product and provide constructive feedback to support professional development.
• Help identify training needs and contribute to internal learning and development initiatives.
• Foster a collaborative team environment focused on quality, accountability, and continuous improvement.
• Support the development of internal processes, tools, and training materials based on client and team feedback.

Business Development & Practice Growth

• Participate in business development and networking activities.
• Identify opportunities to expand client relationships and advisory services.
• Support proposals, presentations, and client development initiatives.
• Contribute to recruiting and other professional development activities.
• Participate in strategic initiatives that support the continued growth of the financial advisory practice.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of progressive accounting, finance, or financial advisory experience.
• Strong financial analysis and problem-solving skills.
• Excellent Microsoft Excel skills.
• Experience providing client-facing financial or accounting services.
• Strong communication and interpersonal skills.
• Ability to build relationships with individuals at all levels of an organization.
• Ability to work independently while also contributing effectively to a team environment.
• Strong integrity, professionalism, and attention to detail.
• Ability to manage multiple assignments, priorities, and deadlines.

Preferred

• CPA certification.
• Experience with financial planning and analysis (FP&A).
• Experience with financial modeling and forecasting.
• Experience developing financial dashboards and KPI reporting.
• Experience with outsourced accounting or advisory services.
• Experience with accounting process improvement and internal controls.
• Experience working with entrepreneurial businesses, closely held companies, or high-net-worth clients