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Financial Reporting Associate

Equity MethodsScottsdale, Arizona, United StatesOnsite

Description


Financial Reporting Associate


Open positions: typical hiring occurs for January and June start dates, however, we welcome the opportunity to meet and hire exceptional candidates at any point during the year.We are looking for an energetic professional who enjoys problem solving, aspires to create genuine impact to clients, and appreciates working through technical finance and accounting issues.With ~100 professionals and experience serving hundreds of publicly traded clients (including 40 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company.

We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.

About the Successful Candidate


You built a reputation as someone who loves problem-solving and learning. You learn quickly, and you enjoy the challenge of doing so. You think about your career and hope to find a home where you can make a genuine impact and see a link between your effort and the firm’s performance. Teammates view you as someone who moves quickly and follows through on your commitments.You enjoyed your finance and accounting course work. While perhaps you were not exposed to programming languages, the idea of taking a manual, multi-step process and automating it sounds interesting to you.

Learning how to interact with clients and communicate complex technical issues clearly is something you think you would enjoy.In short, you’re analytical, low on politics, and high on impact.

Typical Qualifications:         


  • Bachelors or Masters in accounting, finance, economics, or related discipline.  Please be sure your GPA is listed on your resume.
  • 0 – 4 years experience in a financial reporting, finance, advisory or audit role. Candidates at a more senior level may be considered for a different position within the practice.
  • Expertise and experience in theoretical accounting subjects: capability to interpret complex accounting theory and translate into a process-based understanding of how data should flow and be manipulated.
  • Ability and willingness to think critically and solve “out-of-the-box” problems independently.
  • Creativity in engineering processes from both a controls and efficiency perspective.
  • Maturity in internal/external communication and time management.
  • Desirable: Exposure to database design principles.
  • Desirable: Exposure to SAS or another programming language for high-volume data handling.
  • Desirable: CPA license or CPA candidacy; CFA or other similar pursuits also welcomed.

  • The Financial Reporting Group at EM:     


    Our award-winning Financial Reporting team specializes in developing controlled processes to manage the external and internal reporting for publicly traded companies’ share-based payment programs.

    • External reporting needs span compensation expense, diluted EPS, and deferred tax (ASC 718, 260, and 740, respectively). We also assist clients with ASC 805, 820, 470, and 480 matters.
    • Internal reporting needs span forecasting and budgeting, international tax management, and related varieties of management accounting.
    • You can read more about our Financial Reporting Service offerings here: http://www.equitymethods.com/reporting/

    The Associate Role


    As a new associate at Equity Methods, you will have an immediate opportunity to begin applying the skills you acquire in training to client work. You will then gain exposure to client processes, engagement structures, project deliverables, and how we engineer well-controlled algorithms to reduce risk and drive automation. As your career progresses, you will begin interacting with clients, mastering the theory behind our reporting areas, leading reengineering efforts, supporting new client implementations, and more. 

    More specific roles and responsibilities include:


  • Completing our new-hire training program. The training covers our internal algorithms, programming tools, and client report categories.
  • Supporting ongoing financial reporting engagements, by learning the inner workings of client processes, what purposes they serve, and how they address client needs.
  • Executing client processes, thereby demonstrating excellent attention to detail, drafting client emails, and collaborating with more experienced team members to ensure client expectations are met.
  • Designing, implementing, and documenting the underlying data handling processes, ensuring that solutions are consistent with the terms of the client’s compensation plans and adhere to accounting standards.
  • Participating in client delivery meetings and external audit review sessions, ensuring that clients understand the work product delivered and can utilize the reports in their financial reporting, and their external auditors grasp all essential features of the solution.
  • Support in various practice initiatives related to risk management, process reengineering, and technical research.
  • Implementing and enhancing control measures within the practice to ensure risk is being properly managed in client engagements. Developing specific control tests, performing end-to-end analyses of processes to understand where there is risk, and assisting in compilation of high-quality work papers for future reference and re-performance.
  • Consulting associates will be supported by leaders of the practice in an effort to train and develop skills related to engagement management early in their careers.

    More About Equity Methods


    Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the entire United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.At our size of ~100 professionals and countless brand-name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture.

    The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.

    Life at Equity Methods

    Thrive Here & What We ValueVibrant in-office culture focused on collaboration, fellowship, and food | Maintain a welcoming, comfortable, and productive environment for employees and guests.</s> | Award-winning Financial Reporting team that specializes in developing controlled processes to manage external and internal reporting for publicly traded companies' share-based payment programs | Combines the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company | Fosters excellence in client service, innovation, collaboration, and continuous improvement | Promotes from within and celebrates diverse strengths of colleagues</s> | Results-focused and growth-oriented consulting professional | Zealous about exceptional client service and delighting every client, large or small | Lean and agile—no manager layers that get to sit back and just talk | Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues | Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders | All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business | Not a 9-to-5 job—because all the above items just take time, even for very smart and efficient people.</s> | Collaborative work environment | Opportunities for professional growth and development | Flexible work schedule options | Recognition for outstanding performance</s> | Embraces the synergistic role of technology and expertise in creating client impact | Delivers impact-rich services across three core practice groups: financial reporting, valuation services, and HR advisory | Consistently rated a Top Company to Work for in Arizona</s> | Proactive, ownership-based work style expected for all members of the engagement team | Positive impact by delivering results for clients as a team | Agile, forthright communication approach and tight, ongoing internal collaboration horizontally and vertically | Small teams = big responsibility | Good judgment required | High quality of life in Scottsdale, Arizona | Diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms | Bias toward promoting from within and celebrating diverse strengths of colleagues</s> | Values high attention to detail, a bias toward action over talking, strong analytical reasoning, and exceptional judgment | Lean and agile—we don’t have manager layers that get to sit back and just talk. | Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues. | Feedback-heavy—because that’s how to unlock growth. | Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders. | All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business. | Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity. | Devoted to plain-language deliverables that clients find easy to consume and yet rigorous—because clients value our ability to make the complex simple for them. | Lean and agile - no manager layers that get to sit back and just talk | Growth-oriented - welcoming new clients into the fold and seeing professional development in our outstanding colleagues | Feedback-heavy - because that's how to unlock growth | Mentoring-rich - not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders | All about impact - our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business | Eager to solve clients’ toughest problems - because that's where the greatest impact is created even though these challenges are riddled with ambiguity and complexity | Not a 9-to-5 job - because all the above items just take time, even for very smart and efficient people</s>
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