Senior Associate - Strategy & Operations, Finance Transformation

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. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Job Summary:

Elliott Davis is a leading provider of strategic finance, operations and CFO services to private equity portfolio and high-growth companies throughout the lower middle market and middle market. Our team of experts partners with portfolio company leadership and investors to transform legacy finance functions into the storyteller and strategic driver for their businesses. We also partner with founder and family-owned businesses as they prepare for a capital event.

In this role, you will deliver expert accounting, financial, and operational support to buy-side clients, assisting in the enhancement of the finance function for acquired entities. You will also offer sell-side accounting and finance advisory services to companies throughout the transaction process. On the buy-side, you will play a key role in post-close activities such as providing interim leadership support through the 100-day integration plan including items such as converting to accrual accounting, establishing the opening balance sheet, expediting month-end close, preparing reporting packages, building out FP&A, preparing for the first year audit, building out the internal team, and analyzing opportunities to better utilize technology throughout the finance function. You will also help to bridge the finance function as a strategic partner to other teams such as operations, sales, and technology. On the sell-side, you will help companies elevate their finance function to be more data driven and tell the narrative of business performance as well as develop a strategic roadmap, then serve as an advisor throughout the sell-side or capital raise process.

Responsibilities:

• Provide timely, high quality client service that meets or exceeds client expectations

• Support multiple finance and operations transformation engagements and oversee workstreams including accounting, FP&A, operational excellence, and/or technology, often as part of interim leadership – both buy-side post close and sell-side preparation and diligence support.

• 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

• Collaborate closely with personnel from the acquired entity as well as client teams to facilitate smooth engagement execution

• Ensure all deliverables are completed on time and meet the firm’s quality standards

Requirements:

• Bachelor’s degree from an accredited college/university

• 3+ years of public accounting, operational finance, FP&A, and/or M&A experience – ideally has worked for / with PE portfolio or other high-growth companies

• High level comprehension of accounting principles coupled with ability to effectively communicate

• Forward-thinking, interested in intersection of finance and technology – experience implementing BI and FP&A tools, and looking for opportunities to utilize AI

• Experience with Microsoft Excel is required, including build-out of detailed reporting packages and financial models

• Experience with Power BI, Power Query, QuickBooks, Sage Intacct and NetSuite preferred but not required

• Excellent written, verbal and presentation skills

• Strong analytical and problem-solving ability

• Effective time management skills

• CPA Certification is a plus, but not required

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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.