Senior - Strategy & Operations, Finance Transformation

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 

In this role, you will assist teams on accounting, finance, and operations workstreams for transformations of companies recently acquired by private equity or preparing for a transaction (private equity, credit, succession planning). Working closely with company leadership and investors, you will assist with finance function stand-up, establish accounting processes, build robust reporting packages, create short and long-range financial models with heavy emphasis on key assumptions driving the business, and elevate finance to be the data partner to all areas of the business. General knowledge of accrual accounting is important for both initial accounting of transactions and accurate, consistent FP&A.

The ideal candidate will have 2-5 years of some combination of recent experience in: 1) industry finance (i.e. financial analyst, investment banking analyst) and/or 2) public accounting audit or consulting.

Responsibilities:

• Assist with multiple transformation engagement workstreams including accounting, FP&A, operations and/or technology, often as part of interim finance leadership
• Build robust reporting packages, create short and long-range financial models with heavy emphasis on key assumptions driving the business
• Connect systems to business intelligence and AI tools to help leaders make strategic decisions for the business
• Collaborate with portfolio company leadership and PE investors to identify opportunities for value creation during the investment period
• Address and rectify financial information gaps by implementing robust accounting processes, policies, and procedures to ensure the generation of accurate financial data
• Assist with preparation of opening balance sheets and post-close purchase price adjustments
• Develop an understanding of the client's business and recognize key performance drivers, trends and developments, and identify performance improvement opportunities and recommend creative solutions to complex issues and broaden our business relationships where possible
• Ensure all deliverables are completed on time and meet the firm’s quality standards

Requirements:

• 2-5 years in total of public accounting and/or operational finance leadership experience
• Bachelor’s degree in accounting or finance from an accredited college/university
• High level comprehension of accounting principles coupled with ability to effectively communicate
• Experience bridging accounting to FP&A and succinctly explaining key drivers of business results
• Forward-thinking, interested in intersection of finance and technology, particularly BI and AI tools
• Excellent written, verbal and presentation skills
• Strong analytical and problem-solving ability
• Effective time management skills and ability to manage multiple client projects
• CPA Certification preferred, not required
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Ability to travel to client locations as required

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.