Lead and manage client engagements focused on financial and operational improvements, collaborating with senior leadership to identify inefficiencies, strengthen internal controls, and support strategic decision-making. This position plays a key role in guiding clients through complex assessments, from data collection to final recommendations.
Key Responsibilities
- Partner with senior advisors to support clients in operational reviews, financial reporting, cost optimization, and compliance initiatives
- Lead client interactions, including interviews, data requests, and presentation of findings and action plans
- Conduct on-site or virtual fieldwork such as process mapping, control evaluations, and data analysis
- Analyze large datasets using MS Excel to identify trends, risks, and opportunities
- Prepare detailed reports summarizing methodologies, insights, and strategic recommendations
- Oversee multiple projects simultaneously and guide junior team members
Qualifications
- Bachelor’s degree in accounting, business advisory, analytics, or a related field—relevant experience may substitute for specific academic focus
- At least five years of experience in audit or assurance, preferably within public accounting
- Background in consulting, business analytics, or operational improvement is highly valued
- Proficiency in advanced Excel functions and data analysis techniques
- Demonstrated problem-solving skills and ability to collaborate across teams
- Willingness to travel occasionally, estimated at up to 15% of the time
Work Environment
This is a fully remote role with a flexible schedule. Core business hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., with adjusted summer hours ending at noon on Fridays. Additional time may be required during peak periods. The organization supports professional development through structured mentoring and training, and is committed to fostering an inclusive, diverse workplace that promotes growth and innovation.
Compensation & Growth
Salary ranges from $70,000 to $85,000 annually, with potential adjustments based on experience. The firm offers a clear advancement path, including eligibility for partnership over time. All qualified applicants are encouraged to apply, with a strong commitment to equal opportunity regardless of disability or veteran status.
