Senior Financial Consultant

Job Title: Senior Financial Consultant - Native American Consulting

Organization: Ulrich Investment Consultants

Location: Portland, OR or Albuquerque, NM

Compensation: $105,000 - $150,000 (depending on experience and location)

Ulrich Investment Consultants Ulrich is a SEC-registered investment advisor and provides fiduciary investment consulting services to both tax-exempt and taxable clients. Ulrich specializes in delivering a broad range of fiscal management services to its Native American clients to assist them in developing sound fiscal management systems that support capacity to achieve long and short-term financial goals, and equipping Client leadership with information and tools to support decision making.

Ulrich has realized consistent growth through innovative practices, strategic management, as well as client and employee loyalty. We have a unique consulting philosophy focused on exceptional client service, and a work environment that attracts and retains top talent. We make it a priority to enjoy the journey we give back to our community and strongly encourage a healthy work/life balance. Learn more at https://www.ulrichcg.com/

Position Overview

The Senior Financial Consultant will be a member of the Native American consulting group, delivering fiscal management support services and assists in developing and maintaining effective fiscal management systems to our Native American Tribal clients.

The position reports to the Director of Native American Consulting and is responsible for developing and maintaining a thorough understanding of Ulrich non-investment financial consulting and strategic planning services, which includes policy and procedure development, training, accounting assistance and related fiscal managements services. The position is expected to plan and execute consulting assignments with limited supervision.

The Senior Financial Consultant will meet on-site with clients so frequent travel is required.

The position will be located in/around one of our two office locations; Portland, Oregon, or Albuquerque, New Mexico. This will ensure in-person interaction and job position development with our team members, develop strong working relationships, and foster company culture and values.

KEY RESPONSIBILITIES

• Assist clients in the development and maintenance of fiscal management, fund authorization and related policies and procedures.
• Provide accounting assistance, including training, and coaching of tribal clients finance staff.
• Assist clients in preparing for, navigating through, and preparation of client financial statements for primarily Single Government audits.
• Development of audit support packages.
• Assist in the development of client financial planning material including financial plan updates.
• Assist in the preparation and negotiation of client indirect cost rates.
• Assist in the preparation and negotiation of client contract support claims.
• Maintain client work product files and documentation consistent with company processes.
• Consult on other Native American consulting services offered by Ulrich as highlighted on our company website.

EDUCATION & EXPERIENCE

• Bachelors degree or higher in finance, accounting or economics preferred.
• Certified Public Accountant or other professional accounting designation (preferred, not required).
• 5 or more years of experience working single audits with the ability to develop and produce financial statements using a trial balance. Experience could come from working as an auditor or working internally for a government/tribe in a finance department.

ADDITIONAL QUALIFICATIONS

• Experience working with tribal governments preferred.
• Strong background and understanding of governmental accounting and the development and preparation of governmental/tribal financial statements.
• Analytical and problem-solving abilities with ability to analyze data, identify trends, and draw meaningful conclusions.
• High learning agility, with a blend of technical accounting knowledge, business acumen, strong oral and written communication, and excellent presentation skills.
• Excellent Consulting skills: ability to advise clients on timely financial matters and ability to build and maintain strong relationships with clients.
• Prior experience and skilled in the use of accounting software, and a full understanding of accounting principles, cycles and financial statements.
• Proactive work ethic and ability to work well in a team environment.

Note to Applicants: This search is being conducted by Grace Lerner of Valliant Consulting Group. Successful candidate must be able to pass an in-depth background check. If you require reasonable accommodations, please reach out to us and we will be happy to work with you. Ulrich Investment Consultants is an equal opportunity employer.