Staff - Financial Services

Title: Staff Accountant

Exempt or Non-Exempt: Exempt

Work Area: Columbus Office (Hybrid)

Department: Financial Services

Position Statement:

Actively participate in the assurance engagement process by conducting financial statement audits, agreed-upon procedures or other assurance projects for clients in the Financial Services industry. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

• Assist in the execution of audit, agreed-upon procedures and other assurance engagements.
• Perform analysis and testing of account balances and internal controls.
• Prepare financial statements, including significant account policy descriptions and footnotes to financial statements, as well as other related reports and documents.

Profitability:

• Complete assignments within established budget for assigned areas.
• Achieve charge hour budget and minimum billable hours as set by the Firm.
• Participate in non-client initiatives to improve firm administration.
• Consistently utilize all firm and department software efficiently.
• Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.

Practice Growth:

• Represent the Firm and build relationships by participating in external activities.
• Develop and demonstrate strong leadership skills.
• Demonstrate excellent written and verbal communication skills.
• Interact with current and prospective clients, develop cross-selling skills and identify new opportunities for the practice.

Client Focus:

• Develop and display knowledge of GAAP, GAAS and demonstrate good judgment.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
• Comprehend new, complex issues and perform basic research to solve complex problems.

Brand Culture/Development:

• Exemplify Brand Attributes of the Firm.
• Comply with all policies and procedures of the Firm.
• Demonstrate ability to work in a team environment and develop solutions-based approaches to client and team needs.
• Consistently seek feedback on performance from supervisors to develop and enhance professional and technical skills.

Work Experience and Education:

• BA or BS in accounting or a related field.
• Must be actively pursuing the CPA exam or be eligible to sit for the CPA exam.
• Strong proficiency in the use of technology and basic PC applications (Excel, Word).
• 1-3 years of financial audit and public accounting experience preferred.

Organizational Relationships:

• Staff will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through formal and informal evaluation processes.

Special Requirements:

• Reliable transportation for on-site client work. This position requires overnight travel throughout the state of Ohio and surrounding states. Overnight travel is, on average, 1 night a week, increasing to 2-3 nights a week from January – April.
• Ability to work evenings and weekends based on time of year and client demands.

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