Financial Reporting Director NYC
Location: New York
Posted on: November 18, 2023
Our client specializes in financial reporting, internal
controls, valuation services, technical accounting research and
strategic transaction and accounting advisory services for
companies of various sizes and industries. They are dedicated to
providing the highest quality finance and accounting consulting
services to its clients by being reliable and responsive to their
needs. They provide companies with the expertise they need to meet
their strategic accounting and reporting demands. Their approach is
to select team members with the appropriate experience to ensure
that their fit within an organization is seamless.
The Financial Reporting Director position has primary
responsibility of oversight over the Financial Reporting and
Technical Accounting engagement work plans. As a leader of the
firm, the Financial Reporting Director will demonstrate excellent
project management skills, client service, and positive coaching to
the team members in developing technical and professional
Based in NYC, Director/Senior Manager, industry open [not financial
- Candidates must have SEC reporting experience or worked on
clients that were SEC filers
- Auditors with FAAS, AAS, or CMAS background highly preferred
- 10+ years' SEC experience highly preferred
--- Delegate the preparation of the financial statements and
technical accounting position papers to the engagement team members
for both public and private companies, as well as other required
--- Independently research and oversee the research by team members
of complex accounting topics, to evaluate potential solutions and
provide guidance to the team on next steps.
--- Review accounting memos, financial statements, and other client
deliverables prepared by engagement team members, ensuring general
accounting standards are applied appropriately. Provide detailed
review comments to preparer(s).
--- Independently provide conclusions and recommendations on
application of complex accounting guidance to clients and external
parties, as requested by the client.
--- Independently facilitate calls with the SEC, client auditors,
client legal counsel, etc. as deemed necessary to accomplish
--- In depth understanding of engagement requirements and client's
business. Responsible for knowledge sharing of client's business to
--- Manage client product workload to drive a minimum of $1,500,000
in revenue to the Firm.
--- Initiate a book of business of a minimum of $250,000.
--- Assist in other duties and projects as assigned.
--- Assist engagement partners in developing budget plans,
communicate those budgets to the engagement team and monitor team
--- Take ownership of the engagement while managing upward and
downward expectations to ensure deadlines are met and project stays
--- Lead multiple engagement teams simultaneously to further the
Firm's goals and objectives.
--- Timely completion of project schedules ensuring the appropriate
amount of resources are dedicated to individual projects.
Continuous monitoring of resource allocation to avoid
over-scheduling individual team members.
--- Ensure timely completion of periodic invoices of projects.
Manage engagement profit margin through client invoice process
ensuring expectations are aligned between client and internal
--- Accepts responsibility for billable hours and remains
productive in times of reduced client workload. Acts as a business
owner to maximize productivity, while being critical of hours
--- Manage client expectations of deadlines including being
proactive and responsive to their needs in a timely manner.
--- Strong working knowledge of the Generally Accepted Accounting
--- Thrives in an environment of changing priorities.
--- Ability to work towards enhancing technical and project
management skills through on the job feedback and performance
--- Interpersonal skills to interact in a team environment and
foster client relationships.
--- Above average written and verbal communication skills.
--- Be a thought leader both internally and externally facing for
the organization by presenting on complex accounting topics during
internal trainings and external panels.
--- Have an understanding of the services offered by the Firm, look
for opportunities to represent the Firm, grow the client base and
increase brand recognition.
--- Recognizes opportunities for learning by pursuing challenging
assignments and a hunger to become and expert.
--- Proficient in Microsoft Office Suite with an emphasis on Excel
EDUCATION AND EXPERIENCE:
--- Bachelor's degree in Accounting or equivalent required.
--- Active CPA
--- 12+ years of relative accounting experience; public accounting
or professional services experience highly preferred.
--- Prolonged periods sitting at a desk and working on a
--- Must be able to lift items up to 30 pounds at times.
--- Must be able to travel up to 25%.
This position is an exempt position as it relates to the fair labor
standards Act. Our client provides equal employment opportunities
to all employees and applicants for employment and prohibits
discrimination and harassment of any type without regard to race,
color, religion, age, sex, national origin, disability status,
genetics, protected veteran status, sexual orientation, gender
identity or expression, or any other characteristic protected by
federal, state or local laws.
This policy applies to all terms and conditions of employment,
including recruiting, hiring, placement, promotion, termination,
layoff, recall, transfer, leaves of absence, compensation and
Keywords: Confidential, New York , Financial Reporting Director NYC, Advertising , New York, New York
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