The Powered by Centri Senior Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Powered by Centri Senior Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities: 

• High-level and in-depth understanding of accounting concepts and ability to explain and teach to staff.
• Sign off on the audit workbook. Ensure any enhancements to the process and or changes made are effectively communicated.
• Complete understanding of accounting concepts in guiding the clients; working with client team to ensure proper review of the cash management reporting.
• Perform and lead all PBC concepts, including performing in depth variance analysis.
• Work with managers to enhance and streamline the onboarding process.
• Audit/tax prep lead in terms of facilitating process with outside CPA.
• Review and ensure completion of budget/forecast related activities and build templates.
• Review and address any manger questions related to the clints cash flow model.
• Review client tax returns before having client CFO/COO/CEO review to ensure all numbers tie out to QB.
• Perform detailed review of work product completed and assess for accuracy of more complex financial statement areas and identify disclosures which are inaccurate/incomplete.
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director and begin expanding engagement opportunities.
• Communicate to the Engagement Leaders and team of progress, responsibilities.
• Lead all client meetings and/or calls independently in accordance with the project plan. With the assistance of the Engagement Managing Director and/or Partner, facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.
• Responsible for confirming with the Manager or if no Manager with Finance that retainer has been received before engagement work begins.
• Leadership responsibilities include building in person connections with the team, peers, and senior leaders in the Firm.
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge and develop them for the next level.
• Develop training presentations on accounting topics in connection with the CPE committee and present to the team in a lunch and learn format for CPE training credits.

Job Description

• Accurately schedule the team to align with project plan. Weekly review of all time on assigned engagements. Timely update of team schedules that align with shifts in project timeline. Appropriate and accurate completion of project plans at the deliverable level. Regular review of engagement health. Ensuring that each component of the project has the appropriate leverage.
• Review utilization for yourself and all direct reports align with expectations.
• Oversee a managed book of $1,500,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Being a strong champion for and thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand 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 an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• CPA Certified
• 9+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This Senior Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Senior Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. 

Core Responsibilities: 

• In depth understanding of big picture complex Accounting Advisory topics and how they relate to each other. Ability to oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances. 
• Perform detailed review of work product completed, ensure all complex technical items have been identified and addressed, assess the accuracy of more complex financial statement areas such as SOCF, Equity, and EPS and identify disclosures which are inaccurate/incomplete. 
• Prepare and review complex technical accounting memos and identify if the appropriate guidance has been used. 
• Oversee and coach Managers to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances. 
• In depth understanding of complex Accounting Advisory topic and developing subject matter expertise to allow for coaching of Managers.  
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director. 
• Lead complex update client meetings and/or calls independently in accordance with the project plan. With the assistance of the Engagement Managing Director and/or Partner, facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.  
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.  
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.   
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.  
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

Required Skills/Abilities: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Understand 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 an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Must have an active CPA  
• 10+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

The Senior Associate position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. Serving as a current and future leader of the firm, the Senior Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency. 

Core Responsibilities:  

• Understand complex Accounting Advisory topics, including the corresponding impact to the financial statements and related disclosures. Execute a comprehensive self-review and begin articulating key concepts to staff and begin to review completed work product. 
• Research basic technical topics while identifying relevant guidance and corresponding SEC rules and regulations. 
• Apply guidance to basic technical topic at hand within a technical accounting position paper with detailed oversite and directions from Manager.   
• Apply guidance to basic technical topics and understand corresponding financial statement impact through performing basic level research. 
• Identify technical accounting issues for broader discussion and hold high level conversations with Managers about related accounting considerations. 
• Review and provide comments on all staff work as it relates the preparation of financial statements and consolidation of trial balances. 
• Delegate and provide a detailed review of staff work, ensure technical accuracy of overall financial statements, and identify disclosures which are inaccurate/incomplete. Responsible for understanding more complex areas such as SOCF, Equity, and EPS. 
• Build in person connections with peers and managers. 
• Engage with the client for requests and leading client calls.  
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

Required Skills/Abilities: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Understand 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 an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Begin taking exams for the pursuit of the CPA certification. 
• 4+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

Core Responsibilities:  

• Fundamental understanding of how the trial balance works and how it is mapped to financial statements. Begin to understand baseline concepts in preparation of trial balances. 
• Accurately reflect adjusting journal entries within the financial statement. 
• Fundamental understanding of core accounting advisory topics which will have an impact on financial statements. 
• Leverage firm templates and technology to roll forward financial statements and trial balances. 
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager. 
• Communicate to the team on daily project status and reach out for work when there is downtime.  
• Build in person connections with peers and managers. 
• Review utilization for yourself and all direct reports align with expectations. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

 Qualifications: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Above average written and verbal communication skills. 
• Understand 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 an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

 Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Begin pursing certifications.  
• 2+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.