Consulting Coordinator

JOB SUMMARY As a Consulting Coordinator, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.

JOB DESCRIPTION

Client Accounting Support:

• Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting

• Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments

• Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team

• Coordinate and lead month-end and year-end close processes for client accounts

• Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards

• Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders

• Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management

Client Communication and Support:

• Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism

• Address client inquiries, resolve issues, and provide proactive financial guidance and support

• Understand clients' business objectives and challenges and provide strategic financial advice and recommendations

Process Improvement and Compliance:

• Identify opportunities for process improvement, automation, and efficiency within the client accounting function

• Ensure compliance with accounting principles, regulations, and client-specific requirements

• Support internal and external audits by providing requested documentation and addressing audit findings

Supervisory responsibilities

• No

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Prior and current bookkeeping/accounting experience in public accounting, corporate or private business

• High School Diploma or GED or High School equivalent certificate

• Thorough understanding of intermediate accounting principals

• Proficient knowledge of accounting software, Excel, Word, and PowerPoint

Preferred education and experience

• Bachelor's degree in accounting or equivalent experience required

• CPA license or relevant certification

• Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our Poughkeepsie location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $29-$35 per hour.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.