Manager, CAASBoos & Associates A Professional Corporation
Long Beach, CA5 days ago
data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where the firm can add valuePresents well in one-on-one and small group settings; presents well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware - knows when an approach is not working and can change course immediatelyGAAP knowledge, financial statement presentation, and report writingProven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service deliveryAbility to successfully manage multiple tasks while working independently or within a group environmentInteracts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal staff members and clients. Business DevelopmentLearns business development strategies and service offerings targeted for various industries and ensures prospect and sales information is entered into CRM as appropriateRecommends and designs solutions for clientsEvaluates clients for acceptance and develops statements of work based on solutions they have proposed, with support from leadershipDevelops exposure to industry teams and business development resources; develops an awareness of the impact that different industries and service offerings have on technical work and final deliverable; participates in industry trade groups and networking eventsListens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadershipArticulates the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact.