Advisory Staff - Financial Management & Disbursements
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Posted 16 days ago
Job Description
Advisory Staff - Financial Management & Disbursements
Houston, TX, USA Req #776
Thursday, May 16, 2024

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.

EisnerAmper is seeking an Advisory Staff Consultant in our Financial Management & Disbursements division who will be responsible for providing various tasks and services regarding work related to processing financial management and fund disbursement activities including processes, procedures, payment, reconciliation, accounts payable, bank reconciliations and reporting.

What Work You Will Be Responsible For:

  • Completes, analyzes and reports on project goals and objectives while ensuring proper time management and productivity.
  • Reviews, documents, and creates reports relevant to financial transactions.
  • Prepares relevant internal & external reports including reconciliation and resolution of related financial reporting issues.
  • Creates and maintains financial records and relevant reports in accordance with project compliance requirements.
  • Maintains accounting and program internal controls; documents and escalates any findings and makes recommendations for improvements, as needed.
  • Performs quality control review of funds disbursement activities. Communicates with supervisor any obstacles or items of concern.
  • Plans, coordinates and completes all aspects of disbursements related to project administration, including check testing and printing, check reissues, electronic payment methods, Positive Pay exception resolution, data management with appropriate system of record, unclaimed funds bank reconciliations, and administrative payments.
  • Documents procedures performed, findings and/or other issues and drafts/compiles work papers, reports and client correspondence exhibiting effective writing skills.
  • Partners with internal tax professionals to complete the execution and delivery of tax filings for federal, state and local authorities, TIN matching, 1099 processing, and monthly accounting procedures, as projects require.
  • Participates in activities and supports relationships with external process partners.
  • Maintains required CPE hours for firm and licensing standards.

Basic Qualifications

  • Bachelor's Degree in Accounting, Business or related field is required
  • 1+ years of related experience is preferred.

Preferred/ Desired Qualifications

  • Exhibit a high degree of professionalism and maintain the highest level of confidentiality.
  • Demonstrate critical thinking and analytical skills.
  • Technically proficient with the capability of performing at an intermediate or advanced level with software tools including, but not limited to, the Microsoft Office Suite of products (Excel, Word, PowerPoint) and other software programs such as Adobe, along with technologies for scheduling, travel and expense reporting and timekeeping.
  • Must be able to work extended hours during the workweek or on weekends as required.
  • Must be able to travel and work from different company and client locations.

Other Duties:

  • Provides courteous and prompt service to all internal and external parties. Prioritizes and addresses requests and assignments in a professional and cooperative manner.
  • Identifies opportunities and recommends methods to improve service, and work processes. Assists in the implementation of quality improvement initiatives.
  • May assist co-workers in the completion of tasks and assignments to ensure continuity of service and demonstrating team work skills. Actively supports teamwork throughout the organization.
  • Perform other services as assigned.

Other Considerations:

  • May periodically travel and work from different company locations.
  • May be required to work overtime, and/or on weekends as needed.
  • Must arrive at EisnerAmper offices or client locations in a timely manner and be ready to perform job responsibilities.

Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to perform the essential functions of this job successfully with or without reasonable accommodations. The work environment is considered to be that of a typical business/office operation. The noise level in the work environment is usually moderate.

BENEFITS:

  • Medical, dental, vision, life, and disability insurance
  • 401(k) Retirement Plan
  • Flexible Spending & Health Savings Account
  • Paid holidays, vacation, and sick time
  • Employee assistance program and other firm benefits.

Join our team of professionals and take a firm step forward in your career. With an established mentor program and defined career paths for a range of specialties and skill sets, EisnerAmper is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow - and with a rich office culture and a strong commitment to work/life balance, EisnerAmper is a place where you'll be happy to do so. To be considered for employment, visit www.careers.eisneramper.com, complete an employment application and Explore Your Next Opportunity with EisnerAmper.

EisnerAmper is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Other details
  • Job Family Staff
  • Pay Type Salary
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Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
1+ years
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