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Portage Point Partners · 8 hours ago

Senior Associate, Accounting Advisory

Syracuse-Auburn Area

Full-time

Hybrid

Mid, Senior Level

$175K/yr - $250K/yr

4+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence in providing integrated solutions across various business lifecycle phases. The Senior Associate, Accounting Advisory role involves supporting client engagements to modernize financial operations through data-driven insights and innovative technology while collaborating closely with senior leaders and stakeholders.

ConsultingFinancial ServicesVenture Capital

Responsibilities

Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes

Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting

Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making

Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis

Draft clear and compelling reports outlining key takeaways

Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations

Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency

Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights

Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations

Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors

Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices

Collaborate closely with PI, VAL, TRS and IB colleagues

Support internal trainings and best practice sharing

Support business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

Active CPA licenseFinancial consulting experienceGAAP accounting principlesFinancial modelingFinancial technologiesASC 606 exposureTeam collaborationCommunication skillsAttention to detail

Required

Bachelor's degree in finance, accounting, business administration or a related field

Active CPA license required

Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed

Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments

Strong understanding of GAAP accounting principles and financial reporting requirements, including practical experience with complex areas such as revenue, business combinations or financial instruments

Experience in financial modeling and financial statements analysis as well as accounting treatments

Experience with financial technologies and tools such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline and FloQast

Experience leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions

Exposure to ASC 606, ASC 805 and ASC 842

Superior written and verbal communication skills, including executive-ready presentation and reporting skills

Proven ability to thrive in lean, fast-moving teams

High attention to detail, responsiveness and ownership mindset

Track record of success in high-pressure, client-facing environments