Overview

PKF O’Connor Davies, LLP is looking for a Senior Audit Associate to join our Private Foundation practice. The senior will perform and direct the broadest range of accounting tasks and will assist the engagement partner and/or manager in the development of audit strategy, planning, review and interpretation of audit findings for various private foundation clients. This is a great opportunity for individuals with either a background in Not-for-Profit accounting or Financial Services as many foundation’s investment portfolios are similar to a Fund of Funds. These duties may include (but are not limited to):

Essential Duties

• Knowledge of auditing, accounting standards and application of generally accepted accounting principles (GAAP, GAAS & SEC rules, where applicable).
• Apply technical skills, take the initiative to identify best practices and improvements, and consider applicability of best practices for other clients.
• Research complex accounting topics and form a conclusion utilizing the Firm’s research tools (Engagement, Accounting Research Manager and PPC ETools, etc.).
• Understand internal control deficiencies, work on training entry level staff on internal control processes and develop comments for management letters.
• Understand risk assessment process and apply knowledge in completing all related forms.
• Prepare financial report (statements, footnotes and any supplemental information) and all other client deliverables.
• Understand cash flow effects of complex activities (non-cash, acquisitions, etc.). Apply industry trends to analytics, formulate expectations and determine reasonableness.
• Seek to understand the client’s business as a whole, including competitors, trends and key customers and show sensitivity to the client culture and business strategy.
• Demonstrate the ability to provide team with directions, play a key role in execution of audit engagement from planning to wrap-up, and develop audit program steps to identify risks to ensure that the assignment quality standards are achieved.
• Perform a detailed effective in-charge level review of the team’s work for finalization requirements.
• Express ideas clearly and concisely both orally and in written form and is capable of writing detailed document findings.
• Manage engagement staff to meet deliverable deadlines; identifies roadblocks, and understands critical milestones to meet client service expectations.
• Provide quality on the job training and constructive feedback to Interns and Staff.
• Actively participate in learning and development opportunities, formal learning (CPE) and training programs.

Qualifications

• BA/BS degree in Accounting from an accredited college/university.
• 2 years’ of progressive audit experience in public accounting preferred.
• Experience auditing Nonprofits or Financial Services clients required, and any experience with Private Foundations preferred.
• CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework.
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP, GAAS, and SEC rules where applicable) and accounting standards and procedures.
• Proficient with computer software packages and platforms such as Microsoft Office Suite, ProSystems & CCH.
• Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to the audit.
• Ability to work additional hours, during busy season, as needed to meet client deliverables.
• Local travel to clients may be required.

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