About Siegfried Advisory Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business. We help People transform themselves into better Leaders to exponentially improve their Lives. WHO WE ARE LOOKING FOR Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is currently looking for a Senior Associate to support its Financial Advisory Services group. The FAS group provides value-added business advisory services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of business advisory client service opportunities and leadership opportunities at one of the nation’s leading CPA firms. This role has high visibility to all executive leadership. Siegfried Advisory works with entrepreneurial organizations and high net worth families to create their vision, and we bring quality talent to every initiative. Filled with an innovative spirit and led by an ambitious entrepreneur, we are a Leadership Advisory Firm that is committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. At the core of it all, we value being fair, having fun and fostering stakeholder value! WHERE YOU'LL BE You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations 2-3 days per week. WHAT YOU WILL WORK ON Develop and maintain relevant and compelling relationships with owners and managers of entrepreneurial organizations as well as lead engagements across various service offerings, including: Financial planning and analysis – financial forecasts, development of KPIs, budgeting & variance reporting, dashboarding, decision support Outsourced accounting close & reporting Identify ways to help business owners grow their business value Research and implement technical accounting issues. Lead and develop engagement teams through guidance and mentorship to deliver on offerings and deepen client relationships. Other financial modeling exercises including segment profitability, cash flow forecasting Accounting assistance including cash-to-accrual, audit readiness and monthly close design and review Control assessments and process improvement within accounting and finance functions Ownership changes and considerations In addition to the client service responsibilities noted above, Senior Associates are also responsible for mentoring and developing associates in the group to help them achieve their professional goals, and to ensure they are receiving the adequate training and other resources in order to succeed. These responsibilities may include suggesting topics for L&D efforts, reviewing internal processes and requirements, and incorporating client feedback into development materials. WHAT YOU BRING High energy, enthusiasm, and a strong commitment to exceed expectations Flexibility and openness to work on a variety of assignments, industries, and roles Ability to learn quickly, make an immediate impact, and provide value-added service Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization Ability to work independently and with a high level of integrity and professionalism Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers Interest and passion to get involved in other professional experiences such as Business Development and Recruiting REQUIRED QUALIFICATIONS Degree in Accounting or Finance 3 years in accounting or accounting & finance Experience with financial planning & analysis (FP&A) activities, including financial modeling and/or dashboarding Excellent MS Excel skills Analytical and problem solving skills Client Services experience PREFERRED QUALIFICATIONS CPA certification WHY YOU’LL LOVE WORKING AT SIEGFRIED ADVISORY We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies. We offer a competitive base salary AND lucrative incentive plans. On average over the last 5 years, professionals have earned 30% - 40% of their base salary in incentives. We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more. We are growing! You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory. Learn more about our Total Compensation Philosophy. Information specific to New York applicants. We appreciate your interest in a career at Siegfried Advisory, a unique organization with a higher purpose to help people transform themselves into better leaders to exponentially improve their lives. Siegfried Advisory is an entrepreneurial CPA firm that works with growth-oriented organizations and high-net-worth families to help create a strategic, long-term vision. We bring quality talent to every initiative to support you in the best way possible. Filled with an innovative spirit, we are committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. Our higher purpose is to help people transform themselves into better leaders to exponentially improve their lives.