Wells Group is seeking a Finance and Accounting Associate with 3+ years of experience.  Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. The firm consists of ~25 people and runs extremely flat. We are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range is $80K - $130K dependent on experience. 

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POSITION OVERVIEW

 

The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal, and written communication skills. Candidate should be detail-oriented, professional, and analytical.

 

 

RESPONSIBILITIES:

•  Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports

• Own the month-end close process and other assigned department related tasks for multiple clients, as necessary

• Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting

• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership 

• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner

• Lead process for calculation, presentation, and communication of company-wide KPI’s

• Assist in development of internal controls

• Assist in external audit requests

• Actively maintain and review designated General Ledger accounts and activity

• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing

• Consistently evaluate areas for process improvement and automation

• Partake in ad hoc accounting or finance projects and analysis, as assigned

• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing/analyzing results

• Prepare financial forecasts which could include 3- and 5-year P&L planning and cash forecasting  

• Assist in the preparation of Investor decks and board materials 

• Ad hoc analysis for key decisions and understanding of the business, for example, scenario analysis and analysis of various capital structures

 

REQUIREMENTS:

• Bachelor’s or higher degree in Accounting or Finance 

• Active CPA a plus

• In-depth knowledge of accounting theory and application of U.S. GAAP

• 2+ years of relevant accounting experience; Big Four experience highly preferred

• Strong quantitative and analytical skills, as needed for FP&A and analytical work

• Ability to multi-task and prioritize

• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner

• Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task, and meet pressing deadlines

• Team player with a strong work ethic

• Quickbooks / Netsuite experience a plus but not required

• Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

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