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Senior Financial Management Consultant

Company: Creo Inc
Location: Durham
Posted on: February 23, 2021

Job Description:

CREO is seeking an analytical and energetic Senior Financial Management Consultant with strong accounting, financial management, and financial operations processing skills to support our growing Financial Management practice in the Charlotte, NC market. The ideal candidate possesses exceptional customer service skills to help our clients assess, design, improve, and implement solutions to improve financial results, solve complex business problems, and meet organizational objectives. Our ideal consultant will have experience working in various industries, including health services, life sciences, technology services, nonprofit and professional services. A successful financial management consultant will be self-motivated, analytical, and have experience assessing and implementing financial workflows and ERP system integrations. CONSULTANT RESPONSIBILITIES A Senior Management Consultant both supports and leads multiple projects and clients. They work closely with the client's leadership team, as well as mentor and supervise consultants and analysts. Senior Management Consultants directly advise clients on best practices, analyze and present client deliverables, and drive the client relationship. To accomplish this, they will successfully:

  • Work with consulting team and client personnel to assess existing processes, internal controls and reporting requirements to identify opportunities for improvement
  • Provide leadership and guidance to clients on best practices and use cases to support a variety of business financial needs
  • Develop and document business requirements, internal controls, accounting policies and procedures related to financial operating processes, data transformation, and reporting
  • Utilize project management skills to implement financial management process improvements
  • Research technical accounting issues and assist with implementation of accounting policies
  • Develop proforma financial and cash flow models for analysis and projections
  • Create custom financial reports, dashboards, and performance analyses
  • Support clients in preparing for and managing annual financial audits
  • Provide support to clients in managing accounting transactions and month-end closings
  • Monitor client projects and solve problems to keep projects moving forward
  • Provide financial and accounting subject-matter expertise to support CREO's other practice areas, including M&A Services, Organizational Effectiveness, and PMO & Process Optimization REQUIRED QUALIFICATIONS, SKILLS, AND EXPERIENCE
    • Master of Accounting, or MBA with concentration in Corporate Finance or related fields, or equivalent combination of education and work experience
    • CPA, or related professional certification (CMA, CIA, CFE, or other qualified accounting certifications)
    • 5+ years' experience in public accounting, or 7+ years' experience in full-charge accounting roles
    • Knowledge of and practical experience applying generally accepted accounting principles
    • Tested ability to seek out ways to improve processes and measure inefficiencies
    • High attention to detail
    • Experience evaluating and implementing accounting systems
    • Business acumen as it relates to forecasting, budgeting, variance analysis, and data interpretation
    • Demonstrated ability to present complex information in a clear and concise manner
    • Experience with multiple accounting systems, including QuickBooks, NetSuite, Intacct, Dynamics 365, etc.
    • Advanced Excel knowledge and proficiency
    • Excellent communication, collaboration, and consulting skills
    • Success in working independently to manage and prioritize activities for multiple clients and deadlines PREFERRED QUALIFICATIONS
      • Prior consulting experience ABOUT CREO CREO, Inc. is an innovative management consulting and advisory firm based in Research Triangle Park, with operations in Charlotte, NC. CREO helps its clients operate effectively, freeing them to apply their talents, pursue their mission, and realize their vision through a focus on effective operations and organizational health. CREO's senior team of advisors works shoulder-to-shoulder with clients to solve their toughest challenges and realize their biggest opportunities. To learn more, visit www.creoinc.net . Please consider CREO's Core Values which can be viewed here: https://www.creoinc.net/our-values/. Please pick a Core Value that resonates most with you. Describe how you live this value and how you have applied this value to how you work.* Based on your understanding of this role, its requirements, and your experience, what do you think would be an appropriate salary range?* Are you authorized to work for any employer in the US?* Will you now or in the future require sponsorship for employment visa status (e.g., H-1B visa status)?*

Keywords: Creo Inc, Durham , Senior Financial Management Consultant, Accounting, Auditing , Durham, North Carolina

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