Berkowitz Pollack Brant Advisors + CPAs
201 - 500 employees
Founded 1980
💸 Finance
Finance • Accounting • Consulting
Berkowitz Pollack Brant Advisors + CPAs is a comprehensive financial services firm that offers a wide range of advisory and accounting services, including assurance, business consulting, tax planning, and forensic accounting. They cater to diverse client needs from startups to established businesses, with a specialization in areas such as estate planning, mergers and acquisitions, and outsourced CFO services. With over 40 years of experience, they leverage innovative advice and technology to help clients achieve their financial goals.
Senior Associate, Accounting & Advisory Services
🕒 May 13
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Berkowitz Pollack Brant Advisors + CPAs
201 - 500 employees
Founded 1980
💸 Finance
Finance • Accounting • Consulting
Berkowitz Pollack Brant Advisors + CPAs is a comprehensive financial services firm that offers a wide range of advisory and accounting services, including assurance, business consulting, tax planning, and forensic accounting. They cater to diverse client needs from startups to established businesses, with a specialization in areas such as estate planning, mergers and acquisitions, and outsourced CFO services. With over 40 years of experience, they leverage innovative advice and technology to help clients achieve their financial goals.
📋 Description
• Support and lead portions of client engagements related to financial system implementations, accounting technology optimization, and managed accounting solutions. • Analyze client accounting processes and workflows to identify opportunities for automation, efficiency improvements, and technology enhancements. • Assist with the configuration, implementation, and support of accounting systems and ERP platforms. • Troubleshoot system issues and provide ongoing operational support for financial software applications. • Develop and maintain documentation related to system configurations, workflows, and client procedures. • Collaborate with clients and internal teams to gather business requirements and translate them into practical system solutions. • Assist in the development of financial dashboards, reporting tools, and analytics solutions that provide clients with actionable business insights. • Review work performed by associates and provide guidance, mentorship, and training to junior team members. • Communicate regularly with engagement teams and clients to ensure projects remain on schedule and deliverables meet quality standards. • Stay current on emerging accounting technologies, automation tools, and industry best practices to support continuous improvement in service delivery.
🎯 Requirements
• Bachelor’s degree in accounting, Information Systems, Finance, Business Analytics, or a related field is required. • Three (3) to Five (5) years of relevant professional experience in accounting, consulting, financial systems support, or technology implementation. • Experience working with ERP systems, financial reporting tools, or data analytics platforms is preferred. • Professional certifications such as CPA, CMA, or relevant technology certifications are a plus but not required.
🏖️ Benefits
• A competitive and equitable workplace. • Professional development and career growth opportunities. • A diverse and inclusive culture
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