23 Advisory Services jobs in the Philippines

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY GDS – Assurance FAAS – Manager – Control & Compliance
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The opportunity
Financial Accounting Advisory Services (FAAS) professionals provides advisory services including Accounting and regulatory support for accounting change and special matters; accounting processes and controls support. We are looking for a professional to join EY FAAS, having expertise across the FAAS solutions and specifically for engagements related to Process and Control, Process compliance and reviews, SOX and, Developing Standard Operating Procedure manuals, Enterprise Risk Management & Payment application.

FAAS is a dynamic group of people focused on helping our clients solving tomorrow's problems today through integrated solution service offerings in the area of risk, such as internal control assessment, risk management and financial controls. Risk continues to move up the agenda and our team work with many of today's front-running companies. Our clients want integrated, strategic, tech-enabled, end-to-end solutions and we deliver tailored risk offerings putting client value and relationships at the core of what we do. You can expect to work with senior client personnel and drive high quality work products.

Our Risk team consists of talented colleagues who invite you to bring your natural curiosity and innovative thoughts to work each day. Working within our team, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. We offer excellent career development, diverse opportunities and fantastic work life balance including hybrid working. Join us and build an exceptional experience for yourself, and a better working world for all.

Your Key Responsibilities
We are looking for a highly skilled and motivated manager to join our dynamic Control & Compliance team. The ideal candidate will bring technical expertise in risk management, internal control assessment and implementation of internal control framework. In this role, you will lead the delivery of high-quality outcomes across a portfolio of clients in the internal audit and internal controls space. You will manage multiple engagement teams and stakeholders, both internally and externally, taking full ownership of projects and relationships. Your focus will be on delivering impactful results, on time, within budget and in line with EY's quality and risk management practices. Key responsibilities include:

• Client Delivery and Project Management: Lead and manage multiple client engagements. Oversee planning, fieldwork and reporting of findings and recommendations to senior stakeholders. Ensuring high-quality deliverables, on time within budget.
• Technical Expertise: Act as a key trusted advisor in discussing complex regulations with clients, including UK Corporate Reform, US Sarbanes-Oxley (SOX) compliance, Global Internal Audit Standards and other industry-specific regulatory compliance requirements.
• Quality and Risk Management: Ensure compliance with EY's quality and risk management processes across client acceptance, contracting and engagement delivery. Proactively identify and manage risks across engagements, escalating issues where appropriate.
• Stakeholder Management: Build trusted relationships with senior client stakeholders and proactively manage client expectations to ensure alignment on project goals, timelines and deliverables. Collaborate cross-functionally with other EY service lines and subject matter experts to deliver high quality insights. Collaborate with internal leader/s, provide regular updates on engagement progress and support internal decision-making through clear communication and proactive escalation and the ability to flex communication styles.
• Team Leadership and Development: Mentor and coach junior team members through effective supervision to develop their technical and professional skills. Support career development through performance reviews and providing timely, regular and actionable feedback. You will contribute to a positive team environment by demonstrating consistent commitment and optimism toward work challenges.
• Business Development: Build the EY brand through high quality delivery. Support in the identification of new opportunities and development of proposals. Build EY's market presence through contribution to thought leadership and client events.
• Promoting EY's values: Champion EY's commitments to integrity, respect and teaming in all client and internal interactions. Foster an inclusive and diverse working environment where everyone feels valued and empowered to contribute.
• Practice development: contribute to practice development and internal initiatives such as learning and development programmes and solution development.

Skills And Experience

• You will be a trusted manager with proven technical expertise in risk, control and compliance that will complement our teams in delivering high-quality solutions to our clients. Your skills and experience will include:
• Control & Compliance experience: Proven and relevant professional experience across core process and controls solutions (e.g. internal audit, SOX and internal controls) in consulting, government or industry. Extensive experience in process mapping, walkthroughs, risk analysis (strategic, financial, operational and compliance) and control identification and design assessment. The ability to act as a trusted advisor to clients on risk and control issues, such as controls remediation or Enterprise Risk Management.
• Technical skills and knowledge: In depth understanding of core business processes, associated risks, and leading practice controls. Strong leadership and communication skills, technical knowledge, and the ability to write at a publication quality level in order to communicate findings and recommendations to clients. Strong business acumen, including the ability to compile information quickly and accurately, and to test data and assumptions for informed decision-making.
• Engagement management: Track record demonstrating success in leading high-performing teams, mentor junior staff and foster a culture of continuous learning. Experienced in managing complex project and multiple stakeholder groups including senior clients and internal leadership. Demonstrated ability to balance project management and delivery skills across a range of clients, including financial management, quality, and risk management requirements.
• Communication and interpersonal skills: Strong communication (written and verbal) and interpersonal skills with the ability to influence and build trust at all levels. Being an active listener, having self-awareness when dealing with others, and adapting your own approach to differences in individual style and backgrounds, recognising the risk of unconscious biases.
• Client delivery: Demonstrated success in delivering high-quality, client-focused solutions on time and within budget with a commitment to going above and beyond for clients.
• Commercial acumen: Commercially aware, with a track record of developing relevant propositions and sales collateral and supporting business development efforts.
• Technology and innovation: Proficient in leveraging technology such as data analytics, automation, and AI in project delivery. Experience with data visualisation tools (e.g., Power BI, Tableau) and core business systems (e.g., SAP, Oracle). Proficient across the Microsoft Office suite (e.g. PowerPoint, Excel and Word). Ability to develop dashboards across key data visualization tools and produce visual reports to track key risks and control metrics, noted as desirable but not essential.
• Professional attributes: Self-stater with a proactive mindset, natural curiosity and commitment to delivering excellence for our clients. Ability to work in areas of uncertainty and navigate ambiguous situations, adaptable and inclusive, with strong self-awareness and the ability to work effectively across diverse teams. Up to date with industry trends, emerging risks, and the UK regulatory landscape. Adaptability and the ability to work effectively across diverse teams.
• Other desirable skills and experience: Professional experience, skills and knowledge in the following areas is desirable but not essential; finance transformation, controls automation, programme assurance, IT control including analysing core systems (e.g., SAP and Oracle) to identify control weaknesses

To qualify for the role, you must have

• Significant managerial and professional experience in risk, process and controls services in a consulting, industry or public sector setting.
• Chartered Accountant (CA), CPA (US), ACCA (UK) or MBA with 5-10 years of experience with a large global corporate Process, Risk and Control and/or similar experience

• Experience on the following Process and Control / SOX areas:

• Governance, controls and regulation

• Governance, Risk & Compliance
• Process and Control
• Process reviews
• Standard Operating Procedures
• Enterprise Risk Management
• Revenue Assurance
• SOX
• Internal Control over Financial Reporting (ICFR)
• Design and Implementation testing

• Process walkthroughs and testing effectiveness of controls

• Strong problem solving and analytical skills

• Strong sales, presentation and client management skills
• Strong training and mentoring skills
• Ability to manage a team and to establish credibility as a trusted advisor with clients
• Effective written and verbal communication skills with demonstrated ability to present complex information in a concise and clear manner
• Strong executive presence and ability to interface with all levels of management (EY and clients)
• Strong project management and organizational experience
• Willingness and ability to travel approximately 50% to 80% of the time

EY | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

Job Title:
Advisory Services Associate – Compliance and Regulatory Consulting (CRC)

Compliance and Regulatory Consulting (CRC)

Organizations in all regulated areas and industries face an increasing array of compliance obligations. The compliance and regulatory consulting practice help you ensure and strengthen adherence with the global business standards and regulatory frameworks to prepare and protect your organization against threats, increase credibility and reliability, and promote stakeholder confidence.

Services:

• Data Privacy Governance and Management Consulting Services
• Independent Compliance Testing and Anti-Money Laundering Consulting Services
• Sarbanes Oxley (SOX) Compliance Review
• Sustainability Reporting Assurance

Job Summary:

As an Advisory Services Associate under the Compliance and Regulatory Consulting (CRC) practice, you will assist organizations across various regulated industries in meeting compliance obligations. You will support businesses in adhering to global standards and regulatory frameworks, enhancing credibility, mitigating risks, and fostering stakeholder confidence.

Key Responsibilities:

• Participate in AML audit and consulting engagements, assessing compliance with regulatory requirements and industry standards.
• Assist in validating risk models, ensuring accuracy, and effectiveness in managing financial and operational risks.
• Conduct data privacy audits and provide consulting services to help organizations comply with data protection regulations.
• Support SOX audit engagements, ensuring internal controls are in place and functioning as intended.
• Review and evaluate internal control systems and recommend improvements to enhance operational efficiency and compliance.
• Analyze financial and operational data, identifying trends, risks, and opportunities to provide actionable insights for clients.
• Collaborate on risk management projects, assisting clients in identifying, assessing, and mitigating risks in their operations.
• Contribute to regulatory compliance initiatives by staying up to date on relevant laws, regulations, and industry standards.
• Work closely with senior staff and clients to develop tailored solutions for complex business challenges.

Qualifications:

• CPA designation (Certified Public Accountant) is a must.
• Having SOX experience is a plus.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work in a team-oriented environment and manage multiple projects simultaneously.
• A solid understanding of regulatory frameworks and industry best practices related to audit and risk management.
• Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint.
• Willing to work onsite in Makati City

We are looking for a Supervisor to support various engagements under our Accounting Advisory Services practice. The role involves assisting Managers and Partners in client engagements, business development initiatives, and essential administrative matters.

Key Responsibilities:

• Manage day-to-day accounting operations, including AP, AR, general ledger, and financial reporting.
• Prepare accurate and timely financial statements (balance sheet, income statement, cash flow).
• Develop and maintain effective financial control systems to safeguard assets and ensure compliance.
• Conduct financial analysis to identify trends, risks, and opportunities for improvement.
• Provide insights and recommendations to support decision-making and business growth.
• Ensure compliance with local tax regulations; coordinate with external tax advisors as needed.
• Supervise and mentor accounting staff, providing training, guidance, and performance feedback.
• Support financial audits and coordinate with auditors for smooth processes.
• Ensure compliance with accounting standards and regulations.
• Assist with business development by preparing proposals and client presentations.
• Stay updated on industry-specific issues and emerging risks that may affect clients.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• 3–5 years of experience in accounting and finance.
• Experience in a consulting or professional services firm is an advantage.
• Strong knowledge of financial reporting, budgeting, and tax compliance.
• Proven experience with financial analysis.
• CIA certification or equivalent is an asset.
• Strong problem-solving, analytical, and communication skills.
• Ability to handle multiple engagements and meet deadlines.
• Can start ASAP

Job Type: Full-time

Pay: Php40, Php46,000.00 per month

Work Location: Remote

Job Title:
Transactions Advisory Services Associate

Company:
Reyes Tacandong & Co.

Job Type:
Full-Time

Work Set-Up:
Full Onsite

Location:
Makati City

About RT&Co. Transactions Advisory Services (TAS) Practice:

At Reyes Tacandong & Co., we are dedicated to providing insightful and impactful solutions that help our clients navigate complex business landscapes. Our Transactions Advisory Services (TAS) team is at the forefront of this mission, offering specialized guidance that goes far beyond traditional deal-making.

The TAS practice is integral to supporting businesses through every stage of their transaction journey, from initial mergers and acquisitions to strategic expansions and critical restructuring. We empower clients to make well-informed decisions, focusing not only on successful deals but also on broader organizational development, strategic restructuring, and enhancing overall performance.

Our team specializes in four key areas, ensuring comprehensive support for our diverse clientele:

• Financial Due Diligence (FDD):
  This involves a meticulous review and assessment of financial information to ensure accuracy and completeness. Before mergers, acquisitions, or significant investments, we dive deep into financial records, revenue streams, assets, liabilities, and business processes to identify potential risks, uncover erroneous reporting, and pinpoint synergies or deal-breakers.
• Valuation:
  We determine the precise current or future worth of a company or its assets. Our goal is to secure a fair price, preventing costly overpayments for buyers and ensuring sellers don't miss out on valuable opportunities due to undervaluation.
• Financial Model Development and Review:
  We build and refine robust financial models to forecast a company's future performance. These models are developed with careful consideration of both internal operational factors and external market dynamics, providing clear projections for strategic planning.
• General Consulting:
  Our team offers expert strategic advice to management across various business functions. This can include assisting with the creation and review of Information Memoranda and Business Plans, conducting investor and investee searches, supporting organizational restructuring, developing Human Resources (HR) policies, creating Family Constitutions, and executing in-depth market research and feasibility studies.

Beyond the technical work, the TAS team is deeply committed to nurturing the professional journey of every member. We provide extensive, comprehensive training—covering both service-specific knowledge and personal development—to foster continuous learning. Our approach ensures that each team member gains hands-on experience across
all
TAS service offerings, truly enriching their skills and broadening their expertise.

Key Responsibilities

As a TAS Associate / Experienced Associate, you will be a vital part of our client engagement teams, contributing to various projects. Your responsibilities will include:

• Assisting in the execution of financial due diligence procedures for M&A and investment initiatives.
• Supporting valuation analyses to determine fair market values of businesses and assets.
• Contributing to the development, review, and refinement of complex financial models.
• Participating in general consulting engagements, providing analytical and research support across diverse business advisory projects.
• Collaborating closely with senior associates and managers to deliver high-quality, actionable insights to our clients.
• Engaging actively in continuous professional development and training programs offered by the firm.

Who We're Looking For

We are seeking a driven and analytical professional who is eager to grow within a dynamic advisory environment. The ideal candidate will possess:

• A Certified Public Accountant (CPA) license is a must.
• Holding a CMA, CFA, FMVA, CEIV, CFM, or AFM certification is a significant advantage.
• Relevant experience in transactions advisory, corporate finance, audit, or financial analysis will be highly beneficial.
• A strong willingness to report daily to our Makati office or client sites for fieldwork as needed.
• Availability to start immediately.

Why Join Reyes Tacandong & Co?

Joining RTCo's Transactions Advisory Services team means becoming part of a firm that truly invests in its people. You'll have the opportunity to:

• Accelerate Your Growth:
  Benefit from a structured environment that emphasizes continuous learning through comprehensive training programs in both technical skills and personal development.
• Gain Broad Expertise:
  Experience every facet of transactions advisory work, from due diligence to strategic consulting, ensuring a well-rounded and enriched professional skill set.
• Work on Impactful Projects:
  Engage with high-profile clients on critical business transactions and strategic initiatives.
• Collaborate with Experts:
  Learn from and contribute alongside seasoned professionals in a supportive and collaborative atmosphere.

How to Apply

If you are a passionate and qualified professional ready to embark on a challenging yet rewarding career path with one of the country's leading firms, we encourage you to apply

Please submit your updated resume to (

) with the subject line:
Transactions Advisory Services Application - (Your Full Name, CPA)

Job Description Details
The TAS Manager will lead and execute financial due diligence, mergers and acquisitions (M&A) support, valuation and other transaction-related engagements for both local and international clients. This is a high-impact role ideal for professionals seeking to develop their career within a collaborative and growth-oriented environment.

Duties And Responsibilities

• Lead and manage buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and debt analyses.
• Lead valuation engagements
• Assist clients through various stages of transactions including target evaluation, negotiation, and integration
• Analyze financial and operational data to assess risks, opportunities, and potential deal breakers
• Collaborate with clients and their legal, tax, and operations teams throughout the transaction process.
• Supervise, mentor, and train associates and senior associates to ensure quality work and timely deliverables.
• Provide timely feedback to staff assistants about their job performance, i.e., their strong and weak points and areas for improvement / Performance Review Reports (PRRs)
• Participate in an annual performance review process through deliberations on the overall performance of staff assistants
• Support business development initiatives, including proposal development, client meetings, and participation in firm events.
• Prepare and review detailed financial due diligence reports and client presentations.
• Stay current with industry trends, M&A activity, and regulatory changes that may affect

Qualifications

• Bachelor's degree in Accountancy, Finance, or related field;
• CPA qualification is required.
• CFA is preferred.
• At least (EMOJI:35) years of combined experience in transaction advisory, audit, financial due diligence, or corporate finance.
• Previous experience in a professional services firm
• Deep understanding of Philippine Financial Reporting Standards (PFRS); exposure to IFRS is a plus.
• Experience with financial modeling tools is an advantage.

The qualified candidates will be supporting the Managers or Supervisors for any assigned engagements related to Accounting. He/she may also help the other service lines as needed. Administrative jobs and desktop researches are also included.

Qualifications:

• Candidate must be a graduate of Bachelor's Degree in Accountancy
• Willing to be seconded regardless of the tenure and do fieldwork
• Can speak and write English confidently and knowledgeable in Microsoft
• 6 months to 1 year relevant experience in Accounting is preferred but not required
• Has obtained a Certified Public Accountant license
• Fresh graduates are welcome to apply

Overview:

GR8 is a collaboration and partnership forged by 8 Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US (particularly in the Philippines) and in this regard, our objective is to gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets and overall experience and exposure in the different areas of audit, accounting and similar financial-related areas.

As a Staff Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Responsibilities:

Your Responsibilities include, but are not limited to:

• Track and organize client data requests, financial statements, and supporting documents.
• Ensure completeness and accuracy of data prior to analysis.
• Prepare initial revenue, expense, working capital, and variance analyses.
• Populate financial models and QoE workpapers with accurate data.
• Assist with kickoff calls, updates, and drafting initial observations.
• Contributing to the development of client deliverables
• Providing support for ad hoc projects as needed.

Qualifications:

• Foundational understanding of economics, financial theory, and principles of accounting
• Strong attention to detail, accuracy, and reliability
• Solid written and verbal communication skills with the ability to work effectively as part of a team.
• Strong organizational skills with the ability to manage multiple tasks
• Proficiency in Microsoft Excel and other Microsoft Office products, with an interest in using technology to improve processes
• Motivated to learn, take initiative, and grow in a fast- paced professional services environment.

Education and Experience Required

• 1-3 years of prior experience in public accounting, corporate finance, or other relevant business experience (internships accepted)
• Bachelors degree in accounting or finance required.
• Progress toward meeting educational requirements to sit for CPA or CFA exam a plus. Other accounting-related credentials are welcome (ie., ABV, CVA, CFF, CFE, CM&AA, CFA).

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: Mbps
• Dedicated Home Office Area: Private, quiet workspace
• Business Continuity Plan: Power and Internet Backup is a MUST

Job Title:
Transactions Advisory Services Associate

Company:
Reyes Tacandong & Co.

Job Type:
Full-Time

Location:
Makati City

About RT&Co. Transactions Advisory Services (TAS) Practice:

At Reyes Tacandong & Co., we are dedicated to providing insightful and impactful solutions that help our clients navigate complex business landscapes. Our Transactions Advisory Services (TAS) team is at the forefront of this mission, offering specialized guidance that goes far beyond traditional deal-making.

The TAS practice is integral to supporting businesses through every stage of their transaction journey, from initial mergers and acquisitions to strategic expansions and critical restructuring. We empower clients to make well-informed decisions, focusing not only on successful deals but also on broader organizational development, strategic restructuring, and enhancing overall performance.

Our team specializes in four key areas, ensuring comprehensive support for our diverse clientele:

• Financial Due Diligence (FDD):
  This involves a meticulous review and assessment of financial information to ensure accuracy and completeness. Before mergers, acquisitions, or significant investments, we dive deep into financial records, revenue streams, assets, liabilities, and business processes to identify potential risks, uncover erroneous reporting, and pinpoint synergies or deal-breakers.
• Valuation:
  We determine the precise current or future worth of a company or its assets. Our goal is to secure a fair price, preventing costly overpayments for buyers and ensuring sellers don't miss out on valuable opportunities due to undervaluation.
• Financial Model Development and Review:
  We build and refine robust financial models to forecast a company's future performance. These models are developed with careful consideration of both internal operational factors and external market dynamics, providing clear projections for strategic planning.
• General Consulting:
  Our team offers expert strategic advice to management across various business functions. This can include assisting with the creation and review of Information Memoranda and Business Plans, conducting investor and investee searches, supporting organizational restructuring, developing Human Resources (HR) policies, creating Family Constitutions, and executing in-depth market research and feasibility studies.

Beyond the technical work, the TAS team is deeply committed to nurturing the professional journey of every member. We provide extensive, comprehensive training—covering both service-specific knowledge and personal development—to foster continuous learning. Our approach ensures that each team member gains hands-on experience across
all
TAS service offerings, truly enriching their skills and broadening their expertise.

Key Responsibilities

As a TAS Associate / Experienced Associate, you will be a vital part of our client engagement teams, contributing to various projects. Your responsibilities will include:

• Assisting in the execution of financial due diligence procedures for M&A and investment initiatives.
• Supporting valuation analyses to determine fair market values of businesses and assets.
• Contributing to the development, review, and refinement of complex financial models.
• Participating in general consulting engagements, providing analytical and research support across diverse business advisory projects.
• Collaborating closely with senior associates and managers to deliver high-quality, actionable insights to our clients.
• Engaging actively in continuous professional development and training programs offered by the firm.

Who We're Looking For

We are seeking a driven and analytical professional who is eager to grow within a dynamic advisory environment. The ideal candidate will possess:

• A Certified Public Accountant (CPA) license is a must.
• Holding a CMA, CFA, FMVA, CEIV, CFM, or AFM certification is a significant advantage.
• Relevant experience in transactions advisory, corporate finance, audit, or financial analysis will be highly beneficial.
• A strong willingness to report daily to our Makati office or client sites for fieldwork as needed.
• Availability to start immediately.

Why Join Reyes Tacandong & Co?

Joining RT&Co's Transactions Advisory Services team means becoming part of a firm that truly invests in its people. You'll have the opportunity to:

• Accelerate Your Growth:
  Benefit from a structured environment that emphasizes continuous learning through comprehensive training programs in both technical skills and personal development.
• Gain Broad Expertise:
  Experience every facet of transactions advisory work, from due diligence to strategic consulting, ensuring a well-rounded and enriched professional skill set.
• Work on Impactful Projects:
  Engage with high-profile clients on critical business transactions and strategic initiatives.
• Collaborate with Experts:
  Learn from and contribute alongside seasoned professionals in a supportive and collaborative atmosphere.

How to Apply

If you are a passionate and qualified professional ready to embark on a challenging yet rewarding career path with one of the country's leading firms, we encourage you to apply

Please submit your updated resume to (

) with the subject line:
Transactions Advisory Services Application - (Your Full Name, CPA)

GR8
is a collaboration and partnership forged by 8 Top 100 CPA firms in the United States with the objective of coming together and redefining how talent acquisition best practices can provide additional value to our partners. We believe that there is a huge pool of talent outside of the US (particularly in the Philippines) and in this regard, our objective is to gather all these talented individuals and correctly match them with excellent work opportunities based on their core competencies, skill sets and overall experience and exposure in the different areas of audit, accounting and similar financial-related areas.

As a Staff Analyst in our Transaction Advisory Services division, you will be a pivotal member of the team performing financial diligence project work.

Your Responsibilities include, but are not limited to
:

• Track and organize client data requests, financial statements, and supporting documents.
• Ensure completeness and accuracy of data prior to analysis.
• Prepare initial revenue, expense, working capital, and variance analyses.
• Populate financial models and QoE workpapers with accurate data.
• Assist with kickoff calls, updates, and drafting initial observations.
• Contributing to the development of client deliverables
• Providing support for ad hoc projects as needed.

Qualifications and Skills:

• Foundational understanding of economics, financial theory, and principles of accounting
• Strong attention to detail, accuracy, and reliability
• Solid written and verbal communication skills with the ability to work effectively as part of a team.
• Strong organizational skills with the ability to manage multiple tasks
• Proficiency in Microsoft Excel and other Microsoft Office products, with an interest in using technology to improve processes
• Motivated to learn, take initiative, and grow in a fast- paced professional services environment.

Education and Experience Required

• 1-3 years of prior experience in public accounting, corporate finance, or other relevant business experience (internships accepted)
• Bachelors degree in accounting or finance required.
• Progress toward meeting educational requirements to sit for CPA or CFA exam a plus. Other accounting-related credentials are welcome (ie., ABV, CVA, CFF, CFE, CM&AA, CFA).

WFH TECHNICAL REQUIREMENTS:

• Minimum Internet Speed: Mbps

• Dedicated Home Office Area: Private, quiet workspace

• Business Continuity Plan: Power and Internet Backup is a MUST