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Managing Consultant (Finance Transformation, Funds)

  • Job Ref: 7867
  • New York
  • Accounting and Finance

Client partners with growing companies to transform their financial accounting experience by leveraging solutions in close management and accounting. We provide the highest level of service and expertise for our customers’ implementation, enhancement projects, and post-production support needs.
Helps to identify, assess, and analyze business challenges within the Finance and Accounting organization requiring in-depth evaluation of variable factors
Reviews clients’ current close documentation and engages the close team, defines future state process, and advises on best practices for close management
Contributes knowledge and best practices of key accounting related business processes (e.g., Procure-to-Pay, Order-to-Cash, Financial Close, etc.)  
Opportunities to support various Business Transformation projects including (but not limited to): system strategy and selection, process or finance improvement and optimization, operations performance improvement, change management, program or project management, data analytics, business analysis
Holds team accountable and drives change through effective project management
Assesses and escalates project issues, risks, or conflicts to leadership and suggests resolutions
Proactively partners with company's leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, training, and organizational development
Assists with integrations and identifying efficiencies between the client’s accounting systems and other tools.
Optimization of client’s use of leading close management process and tools

Required Experience & Qualifications
5+ years’ experience previously working in a professional services firm or related experience working in a corporate accounting role.
Finance or accounting background with knowledge of General Ledger and Sub-ledger concepts preferred (e.g., Chart of Accounts, Journal Entries, Intercompany transfers and allocations, AP, AR, trial balance data, General Ledger, Procurement, and Asset Management)
Experience developing and formatting data to meet export/import require­ments as defined by system rules
Excellent communication skills required – must develop, implement, and maintain sources of project information, communicating appropriate information to client as well as other team members
Desired Experience & Qualifications
Additional experience in one or more of the following areas: accounting (e.g., financial reporting, operational accounting, accounting policy, transactions, etc.), business transformation (e.g., process optimization, finance transformation, change management, operations and performance improvement, project management, etc.)
Experience using a Financial System and/or designing and facilitating setup
Strong leadership skills with the ability to foster an environment of collaboration and excellence
Creativity, confidence, and flexibility
Strong attention to detail with the ability to think from a “big picture” perspective
Demonstrated track record of establishing credibility both internally and externally
Passionate about building, developing, motivating, and leading others
Strong attention to detail with the ability to think from a “big picture” perspective
Creativity, confidence, and flexibility
High energy, enthusiasm, and an entrepreneurial spirit
Education & Certifications
Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline
CPA preferred, or CPA eligible