Sr Financial Reporting Analyst

Job Responsibilities:

• Responsible for preparation of all financial reporting for QA Holdings and the Fund companies.
• Prepare and distribute monthly management reporting to executive management.
• Prepare and distribute quarterly financials to investors of the Fund.
• Prepare monthly financial analysis including variance reporting and commentary.
• Research and resolve accounting issues including evaluation and implementation of new accounting pronouncements to ensure US GAAP compliance.
• Responsible for reviewing equity transactions and ensuring proper recording into the ledgers.
• Responsible for non-controlling interest accounting.
• Responsible for preparing footnotes to the financials and completing disclosure checklists.
• Coordinate internal and external audits.
• Maintain the integrity of the financial reporting process and financial controls.

Requirements:

• Bachelor’s degree in accounting
• 6+ years of financial reporting experience
• E&P experience required
• Strong verbal and written communication skills
• Hyperion experience a plus
• CPA certification preferred

The VP will be a key member of management and will act as a liaison between management,

the investors, and other financial constituents. The responsibilities will primarily include the

following:

 

Developing and executing plan to professionalize accounting, finance, and reporting to the

Board, Investors and Management

The VP will be responsible for professionalizing the Company’s accounting and finance

operations and assisting in implementing strategic opportunities. The VP will be expected to

assume the mindset of an owner and an operator in suggesting innovative, value‐creating

initiatives. Examples of duties could include managing growth and the resulting capital

requirements, minimizing taxes, evaluating strategic M&A and divestitures, minimizing working

capital, and continually optimizing the company’s capital structure. The VP will also create and

manage best‐in‐class financial controls and reporting mechanisms to empower the company’s

decision making capabilities, with an immediate focus on inventory management and medical

billing systems.

Ideal candidates are those who thrive in demanding, analytical, and meritocratic work

environments where hard work is rewarded.

 

Qualifications

 CPA with audit or tax experience required

 Operations experience in an entrepreneurial or start‐up company a plus

 Six to ten years of work experience

 Strong analytical and quantitative skills desired

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

We have several job opportunities for Accountants with less than 2 years of experience.

Staff Auditor:
Perform audit procedures detailed in an audit program
Prepare workpapers to support conclusions of audit in accordance with audit standards
Assist in the planning, execution, and reporting on audit and consulting projects
Assist in the development of the audit programs for operational, compliance, and financially focused audits, specific to the retail/consumer business industry
Assist in the development of audit and consulting deliverables specific to project’s needs
Advise and assist business process owners on risk and control related issues as they arise or as part of a special project team

Revenue Accountant:
Responsible for the preparation, payment, and reconciliation of various state tax reports in addition to assistance with financial accruals.
In charge of maintaining and booking the gas balancing properties and mailing the statements.

Knowledge of oil and gas accounting systems practices, and procedures is a plus

Jr. Financial Analyst:
Serves as an analyst and accounting liaison for the technical asset teams with guidance from a senior analyst, assists in planning and budgeting, assists in the assembly and distribution of monthly financial statements, and assists in preparation of schedules for the company’s monthly employee meetings.

Prepares cost and production reports for field personnel and works with field personnel to provide more information as needed for special projects. Participates in the coordination of monthly employee open book management meetings. The

Please email your resume to dcd@fittsroberts.com

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

We are seeking entry-level candidates for our Accountant position in Houston, TX.   

Position Summary:

• Responsible for the preparation, payment, and reconciliation of various state tax reports in addition to assistance with financial accruals.
• In charge of maintaining and booking the gas balancing properties and mailing the statements.

Qualifications

• Accounting degree required.
• Professional work ethic and attitude.
• Proficient in Word and Excel.
• Knowledge of oil and gas accounting systems (Excalibur EDGE), practices, and procedures is a plus. 

ESSENTIAL FUNCTIONS:

• Manages accounting consolidation functions, finance, accounts payable/accounts receivables, payroll, credit/collections, and financial reporting. 
• Analyzes acquisitions, divestitures, Make vs. Buy decisions, etc., making recommendations to senior management. 
• Oversees the analysis of labor, PPV, efficiencies, freight, and production order variances – standard cost system.  Develop annual standard inventory costs through year-end cost roll.  . 
• Develops and manages financial planning and reporting and tax compliance/reporting.
• Establishes, or recommends to management, major corporate economic strategies, objectives, and policies for company 
• Prepares reports, which summarize and forecast company business activity and financial position in areas of income, expenses, cash flow, and earnings based on past, present, and expected operations.
• Directs preparation of budgets, reviews budget proposals, and prepares necessary supporting documentation and justification.
• Provides management with timely reviews of organization’s financial status and progress in its various programs and activities.
• Directs determination of depreciation rates to apply to capital assets.
• Advises management on desirable operational adjustments due to tax code revisions.
• Arranges for audits of company’s accounts.
• Prepares reports and coordinate audits required by regulatory agencies.
• Works with various department heads, especially production and sales, to meet corporate financial goals.
• Monitors internal controls and makes recommendations to management on additional controls on as needed basis.
• Develops and mentors a competent workforce through recruitment, training, coaching and establishing goals and objectives that drive the organization.
• Regular attendance is an essential function of the job.
• Perform all other duties as assigned.

 

EXPERIENCE AND TRAINING REQUIRED TO PERFORM JOB:

• Bachelor’s Degree in Accounting, Finance or Business Administration or related field with a minimum of eight (8) years experience in accounting and finance including supervisory experience.
• Strong verbal, written, analytical and interpersonal skills.

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

BASIC FUNCTION: This role will focus on Information Technology processes and environments. The Auditor III will be responsible for performing testing of engagements for General Computer Controls, application controls, new system implementations, and risk assessments for both the Company and field locations. In addition to IT responsibilities, this position will participate in routine, non-IT audits for the Company.

DUTIES: AUTHORITY
IA is charged with ensuring the following Department objectives:
1. Compliance with established Company policies and procedures,
2. Adequate and appropriate application of Information Technology controls,
3. Accountability and safeguarding of assets,
4. Compliance of general business practices with applicable government laws and regulations,
5. Integrity and security of the Company’s data systems and,
6. Effectiveness and efficiency of business processes.

The Auditor will conduct the activities described below in support of the above Department objectives.

The work of Auditors is generally organized into review engagements of locations and business processes. These engagements generally consist of three phases 1) Planning, 2) Fieldwork, and 3) Reporting. The role of the Auditor in each of these phases is described below.

Planning: The Auditor is responsible for completing various aspects related to planning for the engagement. The Engagement Manager will assign the areas that the Auditor will be responsible for completing. In general, Auditors must be capable of completing the following items. II
• Generating and analyzing data from Company software and databases related to the entity being reviewed. II
• Conducting interviews with various Company personnel relevant to the area the Auditor is reviewing. II
• Use data gathered and interviews conducted to prepare a written report that will need to be presented to the Engagement Manager and will be incorporated into a formal planning document. II
• Performing any steps of the review engagement that may be conducted prior to the beginning of fieldwork.
II
Fieldwork: The Auditor is responsible for performing various portions of the review as assigned by the Engagement Manager. II
• Review engagements generally have a written work program that outlines the steps and areas to be reviewed by the Auditor. Auditors should ensure that these programs are completed in a timely and thorough manner. II
• Completion of the work program will entail working closely with the client to gather, discuss, and analyze relevant information to the area under review. II
• Document with work papers the steps performed in the workprogram. Work papers must be of sufficient quality to be reviewed by external auditors. II
• Preparation of memorandum to management regarding issues identified during the course of the review. III
• Review and thoroughly discuss issue memorandum with the client and Engagement Manager. III
• Participate in closing meeting with the client and other team members. II

Reporting: All Reporting is carried out by the Engagement Manager.

Other:
Participate in projects to identify processes in need of improvement, and facilitate and participate in improving these processes. III
This may involve work with personnel from other departments as a team to:
1) Map current IT business processes
2) Measure IT business processes through various metrics and identify gaps
3) Analyze metrics and gaps for improvement opportunities
4) Present improvement methods to Senior Management
5) Participate in redesign of IT processes
6) Extract information from applications or databases to support audit objectives III
The Auditor may participate in other projects not specifically identified above in support of the department’s role of insuring a strong internal control environment, and maintaining effective and efficient business processes. II

BASIC FUNCTION: The Auditor will be expected to perform testing and manage aspects of the engagements for General Controls and application controls for both the Company and field locations. The Auditor will be responsible for conducting audits related to processes, SOX 404, risk assessments and training of staff auditors. In addition, this position will be able to formulate audit approaches to test areas assigned to review, as well as potential solutions for remediation.

DUTIES: AUTHORITY
IA is charged with ensuring the following Department objectives:
1. Compliance with established Company policies and procedures,
2. Adequacy and appropriate application of accounting and operating controls,
3. Accountability and safeguarding of assets,
4. Compliance of general business practices with applicable government laws and regulations,
5. Integrity and security of the Company’s data systems, and
6. Effectiveness and efficiency of business processes.

The Auditor will conduct the activities described below in support of the above Department objectives.

The work of Auditors is generally organized into review engagements of locations and processes, as well as business environments. These engagements generally consist of three phases 1) Planning, 2) Fieldwork, and 3) Reporting. The role of the Auditor in each of these phases is described below.

Planning: The Auditor is responsible for completing various aspects related to planning for the engagement. The Team Leader will assign the areas that the Auditor will be responsible for completing. In general, Auditors must be capable of completing the following items. I
• Generating and analyzing data from Company software and databases related to the entity being reviewed. I
• Conducting interviews with various Company personnel relevant to the area the Auditor is reviewing. I
• Use data gathered and interviews conducted to prepare a written report that will need to be presented to the Team Leader and will be incorporated into a formal planning document. I
• Performing any steps of the review engagement that may be conducted prior to the beginning of fieldwork.
I
Fieldwork: The Auditor is responsible for performing various portions of the review as assigned by the Team Leader. I
• Review engagements generally have a written work program that outlines the steps and areas to be reviewed by the Auditor. Auditors should ensure that these programs are completed in a timely and thorough manner. I
• Completion of the work program will entail working closely with the client to gather, discuss, and analyze relevant information to the area under review. I
• Document with work papers the steps performed in the workprogram. Work papers must be of sufficient quality to be reviewed by external auditors as part of the Sarbanes-Oxley Act. I
• Preparation of memorandum to management regarding issues identified during the course of the review. I
• Review and thoroughly discuss issue memorandum with the client and Team Leader. I
• Participate in closing meeting with the client and other team members. I

Reporting: All Reporting is carried out by the Team Leader and is described below.

Team Leader:
• In the role of the Team Leader, the Auditor will supervise all other members of the team and manage all aspects of the engagement. I
• The Team Leader is responsible for preparation and issuance of the report summarizing the significant issues and management’s plans of action regarding issues identified during the course of the review. These reports are intended for the Company’s Senior Management and Audit Committee. II
• Conduct post review evaluations in conjunction with Department Management of each member of the team. II

Other:
Participate in projects to identify processes in need of improvement and facilitate and participate in improving these processes. I
This may involve work with personnel from other departments as a team to:
1. Map current business processes if applicable to analyze control processes
2. Measure processes through various metrics and identify gaps
3. Analyze metrics and gaps for improvement opportunities
4. Present improvement methods to Senior Management
5. Participate in redesign of processes and related business processes I
The Auditor may participate in other projects not specifically identified above in support of the department’s role of insuring a strong internal control environment and maintaining effective and efficient business processes. I

Job Objective:
Serves as an analyst and accounting liaison for the technical asset teams with guidance from a senior analyst, assists in planning and budgeting, assists in the assembly and distribution of monthly financial statements, and assists in preparation of schedules for the company’s monthly employee meetings.

Essential Job Responsibilities:
Serves as analyst and accounting liaison for technical asset teams, which includes preparation of monthly financial reports, managing capital forecast, budget planning, quarterly activity reviews, preparing asset management profiles, research and analysis of operating expenses, and ad hoc reporting. Prepares cost and production reports for field personnel and works with field personnel to provide more information as needed for special projects. Participates in the coordination of monthly employee open book management meetings. The analysts are responsible for all aspects for the monthly meetings including preparing schedules, presentation, and meeting materials. Assists in the company’s closing process and responsible for timely distribution of monthly internal financial reports, analysis and review of the reports for accuracy. Assists in corporate level planning, forecasting, and modeling. Prepares special reports and completes special projects by collecting, analyzing, and summarizing information for various groups through out the company including executive, technical employees, and accountants.

Qualifications:
One (1) to three (3) years minimum experience of accounting or financial analysis. Ability to accurately solve problems and exceptional proficiency in data management. Ability to establish and maintain effective working relationships with employees, supervisors, and other departments. Ability to complete multiple, diverse tasks of differing priorities without close supervision. Ability to perform tasks and achieve results with a high degree of accuracy and precision. Excellent written and verbal communication skills, with specific ability to translate. Excellent administrative and organizational skills. Proficiency in the use and application of the following software: Required: Microsoft Office (Excel, Word, PowerPoint, and Outlook).

Educational Requirements:
Bachelor’s Degree from an accredited four-year university or college with a degree in accounting, finance, or business.

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

Specific Work Performed:

1. Payroll Supervisor – Transfer time from ADP EZLabor time and attendance to ADP Pay Expert.  Review payroll register for accuracy and make adjustments as needed.  Sort and distribute payroll checks to various facilities.
2. Assist Controller and Assistant Controller with month end close, including reconciliation of various general ledger accounts and preparation of various monthly journal entries.
3. Variance analysis of general ledger accounts.
4. Preparation of financial statements using FRx report writer.
5. Preparation of monthly analysis schedules including:
   1. Inventory Trend
   2. AR Aging Summary
   3. Revenue per Labor Hour
   4. Working Capital Turns Calculation
   5. Trailing 12 Month Dashboard support
6. Daily bank reconciliations.
7. Assist Controller with audit schedule preparation.
8. Assist Assistant Controller with various spreadsheets for management.
9. Calculate depreciation using FAS and record depreciation in GL.
10. Assist Controller with maintaining budgets.
11. ‘Transfer cash for payroll funding.
12. Perform any needed tasks requested by CFO, Controller and Assistant Controller.

 

Skills and Experience:

Accounting Degree or 3-5 years experience in industry or public accounting

Experience with accounting software

Computer literate including Microsoft Excel and Word

Multi-tasker, self-starter

Must be able to work in fast paced environment

Team Player

Corporate tax experience a plus

Overtime required for first week of the month and various other times depending on work load

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Assistant Controller
Houston, TX
Directs financial accounting activities by performing the following: • Establishes, reviews, implements, and ensures execution of accounting best practices for policies, procedures and controls necessary to mitigate risks, protect company assets, and properly report financial activities. • Utilizes Sarbanes-Oxley (SOX) best practice methodologies to implement same in the Accounting department. Establishes a roadmap to rollout pertinent parts to other departments based on • Risk analysis. • Utilizes proven experience in managing projects and related project management skills to interact with the special projects team, Accounts Payable, Tax, other department personnel, and other departments to complete projects as needed. • Provides guidance from a GAAP and General Ledger accounting perspective on tax related matters. • Assists Controller and CFO with various tasks and projects. • Delegates tasks to appropriate staff. • Supervises General Accounting operations and teams (General Ledger, Cash Accounting, Sales Audit, Fixed Assets, Projects, Inventory, and Accounts Payable) of the Accounting Department. This includes, but is not limited to hiring, evaluating, delivering correctives, and terminating associates. • Ensures integrity, accuracy, completeness and accuracy of records and transactions recorded in the books. • Ensures proper procedures are identified, implemented and executed to record transactions; reconcile accounts; and reconcile sub-ledgers and interfaces. • Supervises preparation and publication of historical financial reports and presents findings and recommendations to Corporate Controller (monthly, quarterly, annually, and any special reports requested). • Assists in identification and implementation of accounting software packages and systems integration, as necessary. • Ensures that Academy is in compliance with federal, state, and local financial legal and generally accepted accounting principles and requirements by studying existing and new legislation. Advises management of needed actions. • Coordinates close of books monthly and annually. • Coordinates year-end audit preparation with timely and accurate completion. • Establishes productive relationships with Accounting personnel, CFO departments and other company departments. • Coordinates development of staff for personal and technical skills, including establishing, monitoring and driving to completion goals and career paths. • Exhibits working knowledge of theory and execution of core accounting functions, processes and systems, and the proper interfaces with other departments and systems. • Exhibits expertise in regulatory and compliance areas pertaining to US GAAP, Risk assessment and mitigation through proper Internal Controls, and Financial Reporting. • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. SKILLS Bachelor’s degree in Accounting and CPA required. • Minimum 8 years relevant business related work experience required. • Retail industry and public accounting experience highly preferred. • Knowledge of accounting regulations and practices preferred.

Manufacturing company is seeking to hire a progressive, career-oriented accounting professional at their corporate headquarters in Houston, TX.

Responsibilities include management of audit seniors and staff, periodic site audits (internal controls-SOX and operational), corporate department audits, monitoring compliance with company policies, provide value by identifying opportunities to improve processes and profitability, M&A due diligence, and special projects. The position will report to the Vice President – Business Compliance.

Travel for this position will vary but is expected to be 30-40% on average, and is expected to be domestic U.S. travel. Candidates must possess solid technical accounting knowledge and experience with SOX, along with strong analytical and organizational skills. Experience with IT controls and fraud investigations are a plus. An accounting or finance degree is required. Internal audit or public accounting experience required.  Candidates pursuing or holding a CPA or CIA certification is required.

The successful candidate will be responsible for the finance functional leadership for the enterprise wide ERP implementation for the global Information Technology (HCIT) business unit.  This initiative will drive common processes and metrics across the enterprise and institute a single face to the customer.  The candidate will provide functional leadership, planning and technical support in a partnership with the IT function for the introduction and implementation of finance related Peoplesoft ERP technology across the business.   Additionally, the candidate will work with a cross-functional leadership team from each region and P&L, as well as, other business units to lead the necessary changes to each business process impacted by the transition from existing ERPs to Peoplesoft.  This role reports directly to the Chief Financial Officer (CFO) and will work closely with the leadership team.

Specific Leadership Responsibilities Include:

• Hands on Project Management – responsible for timeline and functional resource synchronization across cross functional teams in multiple geographic regions – anticipate and mitigate conflicts and disputes
• Single point of contact for all finance related ERP system functional requests and initiatives.  The scope includes finance specific ERP functionalities in scope such as General Ledger, AR, AP, Billing, OTR amongst others
• Collaborate with BI Leader who is aligned to FP&A organization to develop Business Intelligence strategies and solutions that improve the visibility of key business metrics.
• Create a strong linkage with Service, Supply Chain and Sales teams.  Be the Finance representative on initiatives to connect front and back end systems and help ensure the success of overall system development that improves customer experiences and drives productivity.  Recruit, retain, develop and lead a team of 5 ERP finance employees, 2+ simplification employees, and build an international ERP team.

 

Specific ERP Responsibilities Include:

• Define program strategy, and the plans required to achieve strategic objectives.  Set program priority and resolve resource and people time conflicts across business initiatives
• Define detailed functional requirements in a partnership with IT as input to systems design and implementation plans while minimizing the need for system customization
• Establish a regional capability that will enable growth through simple and scalable platform
• Partner with IT to budget and control expenses for ERP initiatives and programs
• Develop business case for all programs, including cost to execute and benefit or return expected.
• Provide regular updates to the business leadership team on progress and escalate as necessary to remove issues.
• Advocate business and functional priorities to development teams as required for an effective solution design.
• Reject or approve solution designs for the functional area.
• Set measurable goals and objectives for the direct team, and provide leadership in the evaluation of the team against these metrics. Identify opportunities for improvement proactively.
• Develop relationships across all sites and functions to effectively lead change initiatives
• Work with cross-functional teams to implement change proactively and ensure the required end-product capacity is in place before it is required by customer demand.
• Effectively engage subject matter experts from the business function and translate their needs to solutions with high impact to business and/or its customers
• Lead the development and deployment of effective training tools to finance users that allow the business team to fully realize the benefits of each program.
• Provide direction to the site level teams on master data cleansing & cutover based on the common processes and own the operational end user roles and responsibilities mapping that is driven by the common global process
• Own the User Acceptance Testing (UAT) and provide all the signoff’s for key activities like Blueprint, CRP, UAT, and Cutover and Go live for the function
• Manage SOX deliverables for the function, working in close conjunction with Controllership team.
• Be responsible for proactive issues management and project risks resolution
• Analyze, develop strategies and manage ERP changes resulting from acquisitions, legal entity & roof top consolidations

 

Specific Simplification Responsibilities Include:

• Implement LEAN principles and process throughout the organization.  Implement a data rich measurement system to drive utilization, capacity, throughput, and cycle time improvements.
• Recruit, retain, develop and lead a Lean Leader and 1-2 Lean Process Improvement Leaders.
• Support Finance Managers & Controllership in non-ERP program related LEAN activities
• Integrate with Lean activities across ITO, OTR, and PTP.  Ensure processes are improved and “leaned” prior to implementation of new systems.
• Works closely with the Controllers to ensure processes and IT solutions are compliance with policies, disclosure, and regulatory requirements.
• Translate the output of LEAN work into system changes or process changes – feed back to ERP roadmap

 

Specific International ERP Responsibilities Include:

• Manages & drive international ERP roadmap.
• Recruit, retain, develop and lead an ERP Finance Leader for the International implementation.  Priority will be EMEA and then Asia.

 

Qualifications/Requirements:

• BA/BS in Business Administration or IT Systems relevant degree and a minimum of 10 years’ experience in finance and or system implementations; or High School Diploma/GED and minimum of 20 years experience in corporate finance and system implementations
• Demonstrated track record, and first-hand experience with, Peoplesoft and Oracle ERP products.
• Prior experience in successfully implementing an ERP
• Prior experience in successfully implementing Business Intelligence solutions that drive productivity for finance users in a global business unit
• Strong analytic skills: able to clearly link financial results to operational performance drivers generate alternatives and drive positive change.
• Problem solving: successfully led projects/process improvement within operations/finance function; able to quickly grasp new ideas
• Excellent communication skills: experience working across multiple levels (including executive level), functions and businesses; able to clearly communicate complex financial information in a easy to understand manner; able to deliver message effectively verbally and in writing
• Global experience
• You must be willing to submit to a background investigation, including for example, verification of past employment, criminal history, and educational background
• You must be willing to take a drug test
• You must be legally authorized to work in the United States
• You must be willing to work out of an office located in  IL
• Proficiency in Microsoft (Word, Excel, etc.)
• Strong technical acumen
• Proven ability to manage complex cross-functional projects
• Proven ability to be a successful change agent     
• Trained and/or certified in process improvement methodology such as LEANor Six Sigma

 

Desired Qualifications:

• Prior experience in successfully implementing an ERP
• Lean experience
• Demonstrated ability to implement an effective performance management system including metrics and operating mechanisms.
• Strong knowledge of financial and commercial processes.
• Demonstrated ability to lead in a team environment and succeed in a matrix organization
• Adaptable/flexible: being open to change in response to new information, different or unexpected circumstances, and/or to work in ambiguous situations
• Strong knowledge of financial systems
• International experience

Job Description

Local CPA  Firm’s Nonprofit & Private Foundations Industry Practice is looking for an experienced Nonprofit Tax Manager/Senior Manager to manage the firms exempt organizations group.  The NFP tax group provides tax compliance and advisory services to Nonprofit Organizations, Private Foundation, Public Charities, Religious, Research, Trade Association, Pension Trust/Benefit Plans and other charitable and tax-exempt organizations. Our compliance services include the preparation of 990, 990-T, 990-PF, State of California Form 199, 109 and State of California Attorney General Form RRF-1, and various other States’ returns.

Responsibilities:

– Provide tax compliance and advisory services to Health, Research, and other Not-For-Profit organizations
– Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
– Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients
– Build and manage client relationships
– Manage teams of tax professionals and assistants working on client projects
– Manage risk and financial performance of engagements including billing, collections and the budget for projects
– Advise clients and be responsible for delivering high quality tax service and advice
– Participate in and contribute to market and business activities external to the firm

Qualifications:

– Five years of Exempt Organization tax experience in an accounting firm, organization and/or law firm
– Bachelor’s degree, J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university
– Licensed CPA or attorney
– Strong knowledge of FAS 109
– Excellent advisory and compliance skills
– Experience managing multiple client engagements and client service teams
– Excellent verbal and written communications skills with the ability to articulate complex information

Directs the financial activities of the region, supporting Regional Vice President in business control, driving profitable revenue, plan development, safeguarding internal controls and identifying areas of concern. Responsible for planning, organizing and controlling all accounting and financial activities at a region level. Ensures all financial data and information is submitted to corporate in a timely and accurate manner.

• Supports and advises the Regional Vice President in performing business control tasks.
• Acts as an important business partner and adviser for other managers and employees in the field organization while maintaining a core business and customer focus.
• Assists the Regional Vice President in driving profitable revenue growth and achieving results.
• Safeguards a good internal control environment in order to protect the company assets and to make sure financial reporting and accounting matters are in accordance with company guidelines, FAM and statutory accounting practice.
• Takes a proactive role in making sure red flags are highlighted and that action plans are put in place when necessary.
• Coordinates accounting activities between regional office and corporate and helps ensure that open communication is maintained.
• Demonstrates excellent customer service by conducting daily activities in a cooperative and professional manner.
• Prepares reports that summarize and forecast regional business activity and financial position in the areas of income, expense and earnings based on past, present and expected operations.
• Drives, implements, sustains and develops quality process improvements that focus on safety, financials, operations and customer service.

 

Qualifications

• Minimum five years of progressive experience in accounting with a budgeting-finance background. Operational management experience a plus.
• Bachelor’s degree, preferably in finance or accounting.
• MBA preferred.
• Ability to communicate and interact effectively with the corporate and liaison offices and employees at all levels. Must possess strong leadership capabilities.

Advanced training in accounting techniques and practices.

Diane Delgado LeMaire | Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 | 713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

The Senior Manager must plan, oversee, and review the results of the audit.  This position will be responsible for managing multiple engagements at one time and for recruitment and development of staff.

Professional Responsibilities:

• Complete engagements as assigned and maintain client relationships
• Understand and apply engagement methodology practices; from initiating an engagement with a thorough understanding of scope and familiarity with client processes, to appropriate documentation of work performed using clear and concise oral and written communication of detailed work and issues and observations.  Performance should be reflective of the depth of theoretical and practical experience of the Professional.
• As required, prepare status update reports for client status meetings.
• Comply with firm requests for information or input on an as-needed basis.
• Remain technically competent and attend training to maintain professional designations.
• Maintain and expand professional skills by spending on average 40 hours in training each year.
• Enter time and expenses bi-weekly.
• Notify client and Office Administrator when you are unexpectedly absent from, or are late to, the project site.
• Follow the corporate Quality Assurance system on all engagements.
• Identify and assess opportunities for additional services that would be beneficial to the client

Business Development

• Participate in the development of annual practice budgeting process and business development plan
• Execute Business Development Plan by:
  • Participating in sales and business development calls, meetings and presentations as required.
  • Assisting in marketing and sales strategy and process to achieve established annual revenue generation goals assigned.
  • Assisting the Principal/Director/Senior Manager in preparation of sales proposals as needed.
  • Identifying additional engagement opportunities while at the customer site and communicate those opportunities to the Principal/Director/Senior Manager for follow-up.
• Meet or exceed annual personal revenue generation goal that will be set each January of the each new-year according to set annual practice budget.

Engagement Management

• Manage various engagement activities including, but not limited to:
  • Planning the engagement
  • Organizing kick-off meetings
  • Ensuring appropriate materials and supplies are available at all times
  • On-going monitoring of the engagement scope
  • Keeping the engagement within budget
  • Ensuring quality of the work and timely completion of all deliverables
  • Preparing client deliverables
  • Reviewing work performed by consulting staff
  • Attending closing meetings, as well as status meetings, as appropriate
  • Providing day-to-day client assistance
  • Identifying and/or interpreting the client’s requirements and recommending appropriate service and/or solutions
  • Ensuring the quality of  services and customer deliverables
• Provide Principal or designate in his/her absence with a weekly summary of updates on engagements that he/she is responsible for managing.
• Ensure compliance with the Operations Manual procedures.

Staff Coaching, Mentoring and Performance Evaluation

• Responsible for writing and delivering the engagement evaluation forms for each Engagement Staff member on an engagement.
• Provide on-the-job training and orientation of Professional, as needed.  This also includes preparing group-training presentations for the office.
• Serve as a coach to the Engagement Staff to encourage growth and development.
• Identify training needs of Engagement Staff and communicate those needs to the Principal for planning and coordination.
• Assist in recruitment and hiring of quality Engagement Staff.

Other Duties

• Assist Project Management as needed.
• Assist in office administrative duties whenever necessary.
• Participate in process and quality improvement teams as needed.
• Identify “best practices” during engagements and ensure they are incorporated in the firm database.
• Confer with the Principal/Director/Senior Manager on matters pertaining to resources for the engagements.
• Solicit the input of Principal/Director/Senior Manager on matters pertaining to scheduling, percentage of job completion, problem areas, and the like.
• Comply with firm requests for information or input on an as-needed basis.
• Other duties as requested.

Recommended Position Qualifications

• 7– 10 years experience in the External Audit/Assurance arena – Senior Manager Audit
• Bachelor’s degree in Accounting; Advanced credentials recommended (CPA)
• Effective verbal and written communication skills including presentations.

Strong background in software used in the service line, as well as Microsoft Office applications including Excel, Word, PowerPoint, Project and Access.

Please email me with any questions. dcd@fittsroberts.com

Registering on UST Connect
Follow these simple steps to activate your account:
1. Access our database system at https://www.myinterfase.com/stthom/employer/home.aspx.
2. Select the Click Here to Register link.
3. Type your agency name in the Find Your Organization box. If the name of your agency is found, select it and continue. If the name of your agency does not come up, then click on the Cant Find Your Organization button.
4. Complete all the required fields (marked with a red asterisk) in the employer information and contact information fields. When you have finished completing the fields, click on the register button.
5. This will complete your registration and put your agency in our database!

Now add your positions to your profile!
1. Log into your UST Connect account with your username and password at https://www.myinterfase.com/stthom/employer/home.aspx.
2. From the menu at the top of the page, select My Jobs and New Job from the drop-down menu.
3. Complete and submit an individual job form for each position with your agency. Click on the Save button to activate the listing.

Now what
You will receive emails from the UST Connect system when:
1. A student submits a resume for your job.
2. Your position is about to expire.
3. Inform you of future events that your agency may be interested in attending.

A student submits a resume:
1. Just click on the link to view the students resume.
2. Contact the student by email or phone to arrange an interview.

To extend the expiration date of an existing posting or to reopen an old posting:
1. Log in to UST Connect, https://www.myinterfase.com/stthom/employer/home.aspx.
2. Select my jobs and job list from the menu.
3. Find the posting you want to open in the list and click on the blue job title of that posting.
4. Select copy job from the page functions on the left side of the screen.
5. An exact duplicate of your old posting is opened. Scroll down and if needed, make updates to the posting by clicking on the edit link in each section. When editing is finished click on save at the bottom of your posting.