Advisory Senior Associate

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries.  Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.

A successful Advisory Senior Associate:

• Seeks to build a diverse and dynamic set of differentiated skills and experiences while developing professionally and personally in a high-performing team
• Is entrepreneurial, optimistic, views challenges as opportunities and wants to be part of a high-growth business, practice, and team
• Is agile, adaptive, and comfortable in dynamic and fast-paced environments, including excellent project management and organization skills
• Is curious, asks insightful questions, and seeks to acquire new skills, experiences, and understanding of the industries and businesses of each client and project
• Thinks critically, organizes, analyzes and interprets data efficiently and effectively
• Possesses excellent interpersonal and relationship building skills with teammates, colleagues, and clients to develop and foster trust, commitment, and collaboration
• Aspires to develop business development skills, firm, practice, and personal branding and be a firm representative in industry and community events

Engagements include:

• Buy-side and Sell-side Due Diligence and Quality of Earnings
• Entity and Asset Valuations
• Transaction Readiness
• Technical Accounting & Financial Reporting Advisory
• Governance, Risk, and Control Advisory, including SOX and Internal Audit
• Technology Advisory, including SOC Reports, Cyber Risk and Automation

During your tenure as an Advisory Senior Associate, you will Support the delivery of diverse projects across domains and industries through:

• Rapidly and effectively obtaining an understanding of each client, their business and industry, strategic priorities, and values and their application to each project.
• Development of project proposals including client meetings, development of scoping analyses, budgets, staffing and skills assessments, proposal documents, and contract preparation.
• Project Management and Administration including project plans, skills and staffing management, real-time and dynamic team guidance, management, supervision and coaching, effective internal and client communications, budget-to-actual and billing management.
• Performing detailed and often complex data and analytical tasks using a broad range of practice, industry, and innovative tools to develop risk assessments, financial spreading, analytics and analysis, and forecasts as well as evaluating client-provided files, data, and documents for completeness, accuracy, and integrity.
• Demonstrating and applying a thorough understanding of US GAAP, risk and control frameworks and methodologies, and applying specialized industry and technical expertise to new, complex, and ambiguous circumstances.
• Performing industry, market, accounting, and regulatory research to develop summaries, interpretations, assess applicability, identify potential risks or considerations, and prepare points-of-view and insights supported by proprietary analysis as well as authoritative and interpretative guidance.
• Developing clear, concise, and insightful client deliverables of excellent quality in the form of presentations, memos, and analytical files such as transaction databooks or valuations.
• Building and fostering strong interpersonal relationships and bonds with teammates, colleagues, clients and the broader business community.
• Being a firm and practice ambassador in the community and on campus.
• Demonstrating a commitment to maintaining the highest-quality professional standards and live our Values.
• Complying with all relevant professional standards, laws and regulations, ethical standards, independence requirements, and the Firm's quality control procedures.

Qualifications

• A Bachelor’s degree in Accounting or Finance.
• Multidisciplinary majors, minors, or advanced degrees across Accounting, Finance, and/or Technology are an added advantage.  Other non-business areas of study or skills that demonstrate curiosity, critical thinking, and diverse areas of interest are also a plus.
• Certified Public Accountant (CPA) designation in your current location and eligibility for reciprocity in your target office location.
• Additional certifications, or a desire to obtain additional certifications, such as CFA, CVA, ABV, CFE, CIA, or CISA are an added advantage.
• At least two (2) years’ professional experience in external audit, transaction diligence, or internal controls advisory.
• Experience with a Big 4 or other industry-leading CPA firm is an added advantage.
• Experience with private equity and venture capital fund clients and high-growth and middle-market companies is an added advantage.
• Proficient in M365 Office suite products.  Experience working with industry tools, automation software, artificial intelligence, and similar tools is an added advantage.
• Willingness to travel up to 25% for client meetings and proposals, business events and conferences, and team collaboration.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.