Senior associate - cfo advisory

Role Overview
The CFO Advisory professional will support clients across technical accounting, financial reporting, transaction readiness, and finance transformation initiatives. This role requires strong technical accounting knowledge, hands-on execution capability, and the ability to communicate clearly with both client management and engagement teams. The individual will work closely with CFOs, controllers, and finance leaders to address complex accounting and operational challenges.
Core Service Areas & Responsibilities
Staff Augmentation & Close Support
Working knowledge of accounting cycles and monthly/quarterly close procedures
Execute close activities using a structured closing checklist, including preparation and review of account reconciliations (e.g., cash, fixed assets, prepaids, payroll)
Support audit readiness efforts, including documentation, support schedules, and auditor coordination
Revenue Recognition – ASC 606
Review customer contracts and identify key terms relevant to revenue recognition analysis
Prepare preliminary conclusions under the five-step revenue recognition model using firm-approved memo templates
Business Combinations – ASC 805
Map trial balances to purchase accounting walk-across templates
Map sources and uses data to goodwill reconciliations and supporting schedules
Review transaction agreements and identify high-risk accounting areas requiring technical analysis
Credit Losses – CECL (ASC 326)
Prepare rollforward accounting memoranda using historical data, including accounts receivable balances and write-off history
Draft technical accounting memoranda in accordance with firm templates and methodologies
Stock-Based Compensation – ASC 718
Prepare vesting schedules and calculate stock-based compensation expense based on award agreements and key contractual terms
Leases – ASC 842
Input lease data into lease accounting software templates and support lease accounting calculations and reporting
Finance Transformation & Controls
Develop and document internal control narratives and process maps, including use of Microsoft Visio
Support finance process improvements and transformation initiatives
Financial Statement Preparation & Reporting
Review and prepare year-end eliminating entries and consolidation files
Prepare and review financial statements and footnotes using Pro System fx Engagement
Required Skills and Qualifications
Core Technical & Professional Skills
Advanced proficiency in Microsoft Excel, including XLOOKUP, INDEX/MATCH, and pivot tables
Proficiency in Microsoft Office applications, including Word, Power Point, and Outlook
Strong experience performing technical accounting research, including U. S. GAAP (FASB ASC) and IFRS
Ability to communicate complex accounting concepts using clear, concise business language, both verbally and in writing
Preferred Skills and Experience
Minimum 3–5 years of public accounting experience required
Experience with advanced data and analytics tools, including VBA, Python, Alteryx, macros, Power Query, and Microsoft Power BI
Experience using Pro System fx Engagement
Experience drafting technical accounting memoranda
Experience preparing U. S. GAAP financial statements, including the financial statement face and all related footnote disclosures