Financial Management Associate I (Dallas)

Location:US-TX-Dallas Job Number:DAL0002V Employee Status : Regular Job Type :Experienced Schedule : Full-time Description The Financial Management Associate I (FMA) position serves in a financial advisory and support capacity. The FMA I must be able to work with senior executives with regard to some financial analysis and advise on billing strategy for assigned clients. In addition to being viewed as the main contact person for financial reporting and analysis with respect to their clients, the FMA I assists the firm's executives with interpretation of and compliance with the firm's Finance and Quality policies. Another focus of the FMA I position is to ensure timely and effective cash flow practices with respect to the firm's external clients. The successful candidate possesses solid accounting knowledge, must be able to utilize the firm's many technological resources and is comfortable developing and suggesting financial strategies to assist the firm's executives in achieving their financial goals for each client. The FMA I must possess strong multi-tasking skills since successful balancing of competing priorities is an essential part of thriving in this fast paced organization. A positive attitude and willingness to be flexible in their approach are critical to the success of each FMA I. In relation to other members of the Finance organization, the FMA I supports the firm's accounts that will require less analysis and consultation on profitability, however may include more time consuming complex billing arrangements or voluminous basic billing arrangements. The FMA I will be required to delegate more administrative tasks to an off-site Financial Assistant (FA). Other duties may include assisting or shadowing FMA IIs to learn more complex duties on our core accounts. Responsibilities Perform the daily inventory accounting functions that are required by the organization. Prioritization of tasks geared towards accomplishing executive and firm objectives. Assist client service executives in resolving potential problems or last minute billing issues. Identify and communicate FA issues to the FMA III, FMA Manager, Assistant Area Director of Finance, or Area Director of Finance as appropriate. As an FMA I, maintain a relatively smaller book of business compared to the FMA II and FMA III. This book may require more detailed billing arrangements or more voluminous book of business with basic billing arrangements. Strive to be a subject matter specialist in the firm's Global Financial Information System (GFIS) engagement software, practices and policies. Proactively communicate and escalate inventory issues to the attention of the partner/engagement manager and FMA Manager. The FMA I must be able to maintain a book of business comprised of detailed billing and maintain multiple executive level relationships. In order to be successful in this function, the FMA I must be able to provide meaningful analysis, draw conclusions from the results and make the appropriate recommendations. The FMA I must be both strategic and influential in these situations. FMA I must supervise quality and quantity of work flow with the FA group. While travel is generally not required on a regular basis for the FMA I, certain circumstances may require the FMA I to attend a training session or attend a client meeting in a different location. The successful maintenance of a book of business will require occasional overtime - particularly during the month-end and year-end financial close processes. Vacation generally should not be taken during the year-end close process (usually from beginning of June to mid July.) The FMA I will be provided with extensive technical training as well as coaching support with the expectation of completing an internal certification program within a reasonable timeframe. To qualify, candidates must have: a bachelor's degree in finance, accounting or business administration approximately 2-3 years of relevant professional experience with additional financial management experience beneficial excellent written and verbal communication skills excellent analytical, interpersonal skills strong teaming abilities as well as demonstration of effective virtual teaming effective multi-tasking and prioritization skills strong proficiency with Microsoft Excel and Word programs, as well as the ability to learn new applications quickly effective delegation and time management skills ability to take a consultative approach in business transactions and influence the executive decision making strong mentoring skills