Outsourced Financial Advisory Consultant – Financial Accounting Outsourcing

Job Description

2027 Outsourced Finance and Accounting Consultant Entry Level Staff | Plante Moran

The Tone:
This is an entry-level, full-time hybrid role at Plante Moran, located in CO, IL, or MA, with potential for local, national, and occasional international travel. Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, recognized for its world-class culture. This role is crucial for their Financial Accounting Outsourcing (FAO) team, directly impacting client business processes and reporting by providing essential accounting solutions. The company prioritizes staff growth, well-being, and success, offering a supportive environment for career development.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid – CO, IL, or MA
• Pay: $82000–$85000 yearly
• Team: Financial Accounting Outsourcing (FAO) team
• Mission: Help clients manage growth, leverage resources, and mitigate costs and risks through integrated accounting solutions.

What You’ll Actually Do
• Financial Operations: Execute core accounting tasks including monthly close, financial account reconciliations, and financial statement preparation.
• Financial Analysis: Analyze financial statements, identify fluctuations, and provide actionable observations and recommendations to clients.
• Tax and Compliance Filings: Prepare and file various tax documents, including sales, payroll, and property tax filings, as well as Forms 1099.
• Process Improvement: Evaluate client accounting processes and systems to recognize and recommend opportunities for enhancement.
• Cross-Service Collaboration: Collaborate with internal teams across management consulting, audit, tax, and wealth management to deliver comprehensive client solutions.

The Must-Haves
• Background: Entry-level staff with a Bachelor’s degree in accounting, economics, finance, or a related field, demonstrating academic success with a minimum cumulative GPA of 3.0.
• Experience: Possesses strong problem-solving capabilities, effective communication skills, critical thinking, and a detail-oriented approach to tasks.
• Skills: Detail-oriented, problem-solving, communication, critical thinking, organizational, technical, and analytical skills.
• Bonus: On track to complete the requisite degree and supporting credits to sit for the CPA exam, with the goal of successfully obtaining your CPA license.