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Lead Associate - Strategic Finance Advisory

Oliver James
Cleveland, OH Full Time
POSTED ON 8/25/2026 CLOSED ON 9/3/2026

What are the responsibilities and job description for the Lead Associate - Strategic Finance Advisory position at Oliver James?

Are you looking to transition from External Audit into Corporate Accounting & Finance, but don't know what area makes sense for you?

If you answered YES, then you should probably read on! - We are partnered with a leading Single Client Advisory firm, who are looking for External Auditors who want to gain exposure, to a wide range of Industries & Accounting/Finance functions, such as FP&A, M&A, Fund Accounting, Technical Accounting & System Implementation work.

Long-term, Single Client Advisory engagements, focused on up-skilling you as an A&F professional & helping you hit the next gear in your Career. (NOTE: no pre-requisite knowledge is required, other than an External Audit foundation & an openness/willingness to take on new challenges)

Skills, Knowledge and Qualifications
* Undergraduate degree in Accounting or Finance, Masters degree preferred
* Certified Public Accountant (CPA) certification preferred - will accept those who are in process
* Minimum of 3 years of External Audit exposure, with a Big 4, or large CPA Firm.
* Minimum of 3 busy seasons in external audit- Will accept 2 main busy seasons & a summer busy season
* High degree of professionalism required- including the ability to communicate with C-Suite level individuals.
* Strong knowledge of GAAP, IFRS, FASB & SEC/ASC rules and standards.
* Advanced Microsoft Excel skills (i.e., macros, pivot tables, etc.) desirable.

Salary : $159,000 - $224,000

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