Hybrid Accounting Advisory Services Manager chez Elliott Davis

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

 As part of the Elliott Davis team, you will get hands-on experience working alongside some of the leading experts in the financial and consulting fields, enjoying the autonomy to shape your career while making a positive global impact. 

Our Accounting Advisory Services (AAS) team partners with customers to create opportunities for the future, providing outsourced accounting and CFO-level services, empowering decision-making through rigorous analysis of financial and operational data. The Manager plays a key role in serving our customers in a relationship management capacity. This position will serve as a high-level accounting and finance advisor for AAS customers across a variety of industries, geographies, and various stages of the business life cycle, as well as overseeing technical projects such as US GAAP conversions, technical memo preparation, and financial statement preparation. In addition, this role will advise and mentor team members.  Excellent leadership, strong understanding of US GAAP, a desire to develop others, and strong communications skills are crucial for this role.

The Accounting Advisory Services team members collaborate with partners in Tax, Consulting, and Audit regarding customers’ accounting processes and reporting to facilitate decision-making, risk management, profitability improvement, and achieving strategic objectives.

Responsibilities

• Actively lead monthly accounting needs for customers by overseeing engagement teams
• Serve as a key point of contact on day-to-day accounting and advisory matters and/or technical/special projects for customers
• Conduct and review in-depth financial analysis, provide expert financial perspective, assess risk, analyze efficiency, and inform business decisions made by the customer
• Provide tactical accounting and advisory guidance to the customer and engagement team members
• Perform technical accounting review of highly complex advisory and associated deliverables
• Prepare various ad hoc and monthly recurring reports and analyses for customers
• Perform US GAAP conversions, document technical memos such as ASC 606 analysis, prepare US GAAP financial statements
• Utilize technology to properly communicate and record accounting and advisory matters
• Possess thorough knowledge of all facets of customers’ business to ensure customer understanding of engagement economics and to provide frequent updates
• Responsible for overall quality and accuracy of scope of services for customer portfolio
• Develop and manage relationships with customers, internal firm contacts, and AAS Engagement Team leaders
• Collaborate closely with customers to provide advisory services and additional service line SME project opportunities
• Provide developmental feedback to AAS and other internal team members
• Provide coaching and technical training for staff
• Demonstrate commitment to continuous improvement by implementing process enhancements that improve the quality of engagement deliverables and/or the efficiency and/or effectiveness of the engagements
• Responsible for customer invoicing and shareholder, principal, managing director communication
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources
• Attend customer, recruiting and/or networking functions within local market, as appropriate

Requirements

• Bachelor’s degree in Accounting or Finance
• CPA certified
• 5+ years of accounting experience, preferably in a fast-paced & high-volume environment with demonstrated ability to anticipate the next steps, take initiative, exercise discretion, and apply sound judgment (many of our team members have a background in both public accounting and industry)
• Ability to produce timely deliverables and manage multiple and shifting priorities in a dynamic environment
• Strong follow-up skills with attention to detail and accuracy
• A strong understanding of US GAAP
• A strong understanding of financial statements and general ledger accounting
• A proven track record of handling high volume of deadlines and deliverables
• A proven track record of performing technical memo writing
• Inclination toward business development activities
• Strong problem solving and critical thinking skills
• Excellent written and oral communication skills
• Experience supervising and training team members
• The ability to:
  • work quickly and accurately with significant attention to detail
  • work both independently and collaboratively with a team
  • learn about our firm’s service offerings to identify areas our customers have needs and how we can support those needs
• The ability to take full ownership of customer deadlines and needs, including working necessary hours to meet customer deadlines
• Strong time-management skills
• Excellent Excel skills; proficient in spreadsheet design to facilitate complex analysis

Preferred Qualifications

• Familiarity with multiple commercial accounting software packages including NetSuite, Sage Intacct, Microsoft Dynamics, SAGE, etc., as well as expertise within QuickBooks

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.