Senior Associate - Financial Advisory Services jobs in United States
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Embark · 4 months ago

Senior Associate - Financial Advisory Services

Embark is a forward-thinking consulting firm dedicated to solving complex problems for finance, accounting, HR, and technology leaders. The Senior Associate in Financial Advisory Services will assist clients with financial reporting and analysis, complex transactions advisory, and process improvement, ensuring timely and accurate service delivery.

Management Consulting
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Comp. & Benefits

Responsibilities

Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice
You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner
In this role, you’ll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy

Qualification

CPAU.S. GAAPFinancial reportingBig 4 experienceCommunication skillsMulti-taskingDesire to learnProactive approachInter-company experienceOilGas experienceREIT experienceSaaS revenue recognitionHealthcare experienceFinancial services experienceGovernment Contract experienceSEC filing experienceAttention to detailTeamworkProblem solvingInitiativeRelationship building

Required

3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting
CPA or CPA candidate
Strong knowledge of U.S. GAAP and/or IFRS
Keen attention to detail
A high sense of urgency, strong initiative and the ability to multi-task
Ability to work independently and as part of a team
The desire to learn new technologies and practices to constantly improve the business of Embark and our clients
A proactive approach to constant improvement and problem solving
Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives
A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts

Preferred

Inter-company experience
Oil and gas experience
REIT experience
SaaS revenue recognition experience
Healthcare (including Biotech) experience
Financial services experience
Government Contract experience
SEC filing exposure/experience

Benefits

Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
$150 monthly stipend for holistic development
Access to CPE credits, learning platforms, coaching, and professional development
Up to 3% 401(k) matching and financial advisory services
Monthly social events within your market, charitable matching, and great people!
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Fully paid parental leave for all new parents
Monthly stipend for whole human wellness
All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

Company

Embark

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Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2025-09-04Private Equity

Leadership Team

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L. Felice Gorordo
CEO & Board Member
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Paul Allen
Founder
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Company data provided by crunchbase