Job Description

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth
across accounting and professional service firms in the United States. Our initial
venture in August 2023 involved acquiring a majority interest in the non-attest
assets of a top 300 US-based national firm, positioning us alongside the top 100 US
accounting firms based on cumulative revenue. With over 30 member firms, several
deals under LOI, and substantial committed capital, Crete PA is poised to shortly
become equivalent to a top 20 firm in terms of aggregate revenue, with ambitions
to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Our member firm is hiring!

This firm is a growing boutique CPA firm that specializes in working with non-profit clients. The primary services provided are cloud technology based, and outsourced services. The services are categorized as transactional, controller, and advisory. The staff works on a hybrid structure, mostly remote with 2 onsite meetings required annually. This firm has been chosen by the AICPA as one of the most visionary and innovative firms in the country.

Job Details & Duties

The firm's office is in downtown Bethesda, Maryland. We are seeking a self-motivated individual, an independent thinker, and highly energetic. This is a busy environment where client satisfaction is paramount. This is a mid to high-level position, and candidates must have experience in managing projects and staff, be savvy technology users, and be quick learners of trends. The job duties include but are not limited to the following:

• Oversee the timely and accurate delivery of client deliverables.
• Respond to client inquiries
• Work on Client grant invoices and grant reports and assist the client in tracking and managing the grant cycle.
• Prepare financial analyses and reports for clients.
• Prepare monthly, quarterly, and year-end client financial reports for client delivery.
• Manage the accounts payable and accounts receivable cycle.
• Lead client engagements and manage team workflows to complete client deliverables.
• Prepare and analyze client budgets.
• Oversee multiple aspects of client deliverables while assuming responsibility for the end-product.
• Coordinate with different departments to obtain answers and complete client work.
• Foster client relationships through the preparation of timely and accurate deliverables.
• Assist with client’s annual audit work and liaise with client auditors.
• Investigate and resolve audit findings, account discrepancies, and issues of non-compliance.
• Contribute to the development of new or amended accounting systems, programs, and procedures.
• Perform other accounting duties and support junior staff as required or assigned.
• Contribute ideas towards the efficiency of the Company
• Leverage client’s financial tech stacks to submit deliverables.

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• CPA licensure or active CPA candidate (exam completed or in progress).
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP).
• 2–5 years of experience in an accounting or finance environment, with exposure to preparing and analyzing financial statements.
• Experience preparing supporting schedules for audits and reconciling balance sheet accounts.
• Supervisory or team-lead experience, with the ability to delegate and manage a small team.
• Excellent organizational and project management skills, with the ability to prioritize, multitask, and meet deadlines.
• High level of accuracy, attention to detail, and strong quantitative skills.
• Ability to work across multiple client engagements simultaneously.
• Demonstrated ability to exercise sound judgment and work independently with limited supervision.
• Strong interpersonal skills: collaborative mindset with the ability to supervise, motivate, and work well in a team environment.
• Highest standards of ethics, confidentiality, and professionalism.
• Experience with nonprofit organizations or government contractors.
• Preferred: Grant management and grant reporting/invoicing experience.
• Preferred: Proficiency with accounting and finance software such as QuickBooks, Excel, Microsoft Office, and ideally Sage Intacct

Individuals are compensated commensurate with productivity. This means that salary is ascending as the individual progresses in productivity and performance.

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