Tech Stack

Description

You will advise financial services and banking clients on strategic initiatives like IPO preparation, transaction support, and audit readiness. Collaborate with clients and internal teams on technical accounting matters, deliver presentations, and identify new business opportunities while working alongside industry-leading professionals.

Requirements

• Bachelor's degree in Accounting
• CPA, CIA, or CMA designation
• 8+ years of experience in professional services (public accounting or advisory)
• Deep expertise in Financial Services industry with exposure to digital assets or fintech
• Strong knowledge of SEC reporting, U.S. GAAP, and SOX standards

Responsibilities

• Advise financial services and banking clients on strategic initiatives including IPO preparation and transaction support
• Collaborate on technical accounting and control-related matters with research-backed guidance
• Develop and deliver presentations on technical concepts and project plans to stakeholders
• Monitor team progress to ensure alignment with work programs and professional standards
• Manage client relationships and identify new business opportunities