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Plante Moran

Plante Moran | Outsourced Financial Advisory Manager

Denver Tech Center · Bachelor’s degree in Accounting is required; CPA preferred

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Job Highlights

Responsibilities

  • This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
  • Please review the position description for the applicable geographic location.
  • Responsible for developing and growing relationships with client management.
  • Leads client service teams and engagements providing accounting and finance functions including financial close reporting and related support, on a recurring monthly basis.
  • Responsible for adherence and compliance with SSARS 21 Prepared Financial and Compilation Reporting Requirements.
  • Provides support for audits by external entities and tax returns by coordinating information requests, and providing analysis as requested.
  • Drafting financial reports, including annual financial statements and related disclosures.
  • Preparing, analyzing, documenting, and communicating recommendations from financial fluctuation reviews and budget versus actual reporting.
  • Present and participate in the delivery of analysis and recommendations to client management.
  • Responsible for coordination of client/engagement management including requests for information, schedule, timing, deliverables, budgets, and WIP/billing.
  • Develops, documents, and advises clients on process, policy, and procedure improvements.
  • Researches financial, federal, state, local standards to provide recommendations and solutions on complex matters.
  • Work within budgetary and time constraints while providing a high-level of client satisfaction.
  • Develop scope, budget and prepare draft engagement letters for new client proposals.
  • Responsible for client billing and engagement realization goals, as well as collections.
  • Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model.
  • Plante Moran is committed to a diverse workplace.
  • Plante Moran maintains a drug-free workplace.
  • Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
  • Delivers Accounting Support to clients including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and filling roles of the assistant controller, controller, and CFO.  
  • Accounting skills necessary to generate, prepare and review general ledger, journal entries, records in accordance with GAAP, etc.
  • Highlights include health, dental, vision, disability, and life insurance.

Requirements

  • Experience working with QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel and Bill.com is preferred, overall technical savvy with accounting software programs is required.
  • Ability to identify variances and research questions regarding financial activity and to improve accounting processes & procedures.
  • Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.).
  • Strong interpersonal and communication skills required.
  • Demonstrated ability to plan and execute own work on time and within budget.
  • Ability to work in the office as well as remotely (hybrid).
  • Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
  • Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
  • Knowledge, application, and exercise of judgment of Generally Accepted Accounting Principles and other basis of accounting to analyze financial information, make necessary journal entries and adjustments and prepare financial reports for management  

About the company

Plante Moran

Plante Moran is an employer hiring in India (sector: Audit / Consulting / Advisory).

Its finance, accounts, audit and tax openings in India are mostly in Southfield, Chicago Riverside Plaza, Denver Tech Center and Wakefield.

  • Industry: Audit / Consulting / Advisory
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