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Financial Advisory Associate

Maverick Financial Group

Financial Advisory Associate

Dallas, TX
Full Time
Paid
  • Responsibilities

    Dallas, TX /CLIENT SERVICE – FINANCIAL ADVISORY SERVICES /FULL TIME

    Our Client's Financial Advisory Services (FAS) practice specializes in resolving complex client issues as a result of change, whether it's a carveout, IPO, merger or the need to implement new accounting standards. The Associate level position will assist with IPO Readiness and Execution, Debt Offerings, Carve-out Financial Statements, Complex Accounting Matters, SEC Financial Reporting, Revenue Recognition, Lease Accounting, IFRS Accounting and Conversions, Business Combinations and Integration, Management Reporting (FP&A), Restatements, Internal Control Remediation, Audit Readiness, Transition Executive Management, and SOX Readiness. In addition, these positions will contribute to the growth and development of the practice.

    As a Team Member, You Will:

    • Conduct and review research and analysis of a wide range of financial transactions and assist in resolving complex client issues
    • Participate in financial planning for corporate clients
    • Apply financial technical knowledge to specific client situations
    • Interface with clients to obtain information to ensure the delivery of high-quality projects on time and on budget
    • Clearly communicate status updates and project objectives to the project team
    • Work as part of a multidisciplinary team
    • Participate and support business development efforts (research, diligence, analysis, proposal support)

    Your Experience Includes:

    • Bachelor's in Accounting or related field of study (Master's is preferred)
    • Minimum of 2+ years of experience within an audit and/or industry accounting role
    • Experience working for Big 4, professional services, or advisory firm strongly preferred
    • Relevant certification (CPA preferred)
    • Experience in capital markets (preferred)
    • Working knowledge of professional guidance such as GAAP, GAAS, and IFRS 
    • Mastery of Microsoft Office Products with Advanced Excel skills
    • Ability and/or experience with accounting research and writing

    Characteristics for Success in This Role:

    • Ability to develop, grow, and sustain client relationships
    • Ability to work in ever-changing, dynamic environments
    • Problem identification and solution-oriented mindset
    • Ability to craft and deliver verbal, written, and oral messages and make recommendations to a variety of audiences, including client leadership and internal teams
    • Desire to participate in internal and external initiatives that benefit Riveron or community efforts including community service, training, recruiting, and firm events
    • Ability and desire to travel

    Travel Requirements:

    • 30-50%

    ABOUT OUR CLIENT: They are a business advisory firm specializing in accounting, finance, and operations. They partner with our clients to successfully prepare for and execute change across the entire transaction and business lifecycle. Our unique combination of consulting, public accounting and corporate experience allows us to offer an unprecedented level of understanding and results. Founded in 2006, our client is headquartered in Dallas, Texas and has offices across the country. 

    A vital element of life at our client are the experiences that make every day rewarding, including creative culture-building that you may not expect to find at an advisory firm. The team is made up of enthusiastic, energetic, intelligent people who support one another and appreciate clients and co-workers. Even in the face of challenges and difficult deadlines, we thrive and enjoy our work. The team members also enjoy competitive compensation along with a comprehensive benefits package. 

    Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.