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About the Role
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is seeking a Senior Associate to join its Financial Advisory Services group. This role offers a unique blend of client service and leadership opportunities within a leading CPA firm, focusing on helping entrepreneurial organizations and their leaders enhance, grow, and evolve their businesses.
Responsibilities
- Develop and maintain client relationships with owners and managers of entrepreneurial organizations.
- Lead engagements across various service offerings, including financial planning and analysis (financial forecasts, KPIs, budgeting, variance reporting, dashboarding, decision support).
- Provide outsourced accounting close & reporting services.
- Identify opportunities to help business owners grow their business value.
- Research and implement technical accounting issues.
- Lead and develop engagement teams through guidance and mentorship.
- Perform financial modeling exercises, including segment profitability and cash flow forecasting.
- Provide accounting assistance, including cash-to-accrual, audit readiness, and monthly close design and review.
- Conduct control assessments and process improvements within accounting and finance functions.
- Advise on ownership changes and considerations.
- Mentor and develop associates, ensuring they receive adequate training and resources.
- Suggest topics for learning and development efforts.
- Review internal processes and requirements.
- Incorporate client feedback into development materials.
Requirements
- Degree in Accounting or Finance
- 3+ years in accounting or accounting & finance
- Excellent MS Excel skills
- Analytical and problem-solving skills
- Client Services experience
- Ability and willingness to work in a Siegfried office as required for an average of four days per week.
Skills
- Financial planning and analysis
- Financial forecasts
- Development of KPIs
- Budgeting & variance reporting
- Dashboarding
- Decision support
- Outsourced accounting close & reporting
- Financial modeling
- Cash flow forecasting
- Accounting assistance
- Audit readiness
- Monthly close design and review
- Control assessments
- Process improvement
- Communication skills
- Interpersonal skills
- Relationship building
Location
- Philadelphia, PA
- Wilmington, DE
Work Type
- Hybrid
Experience Level
- Senior Associate
- 3+ years
Education Level
- Degree in Accounting or Finance
- CPA certification (preferred)
Salary/Compensations
- Competitive base salary
- Lucrative incentive plans (average 30% - 40% of base salary over the last 5 years)
Benefits
- Health care
- Dental
- Vision
- Paid vacation
- Sick time
- Paid holidays
- 401k
- Profit sharing
About the Company
- Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, offers strategic leadership, financial, and tax advisory services to entrepreneurial organizations and their leaders.
- The firm helps people transform into better leaders to improve their lives.
- Siegfried Advisory works with entrepreneurial organizations and high net worth families to create their vision.
- The company is committed to helping people grow, both personally and professionally.
- Their approach centers on developing individual leadership and the continuous pursuit of a bigger future.
- Core values include being fair, having fun, and fostering stakeholder value.
- Siegfried Advisory is a growing firm offering opportunities for learning and career advancement.
Equal Opportunity
- This position is an exempt position under FLSA.
- This position is and will remain at-will in nature.