ACCOUNTING CONSULTANT JOB DESCRIPTION

General ledger ownership sounds routine until a balance sheet reconciliation goes unresolved past quarter-end and auditors flag a material weakness. The Accounting Consultant is the practitioner who closes that gap - carrying daily responsibility for month-end close procedures, SOX compliance, and GAAP-accurate financial statement preparation within a corporate finance function. Not an advisory layer, not a strategic planner. The work is technical, deadline-bound, and directly tied to what external auditors and regulators see.

As the Accounting Consultant, you will own the month-end and year-end close process, including journal entries, account reconciliations, and variance analysis, ensuring financial statements are prepared in full compliance with GAAP and SOX requirements. You will operate within a corporate accounting team, collaborating with Finance Business Partners, internal auditors, and operational leads across one or more business units or locations.

Career Impact: Deep, hands-on experience across the full close cycle, from intercompany reconciliation to statutory reporting, builds the technical foundation that distinguishes a CPA-credentialed accountant in the corporate finance market.

Business Impact: Accurate, timely financial reporting produced by this role determines what leadership, external auditors, and regulatory bodies rely on to assess the organization's financial position each period.

Growth Opportunity: Consultants who master multi-entity consolidations and SOX compliance frameworks are consistently positioned for advancement into Senior Accounting Consultant, Controller, or Audit Manager roles.

• Own the month-end close process, including journal entries, accruals, and accounting classifications in compliance with GAAP.
• Prepare balance sheet reconciliations and resolve outstanding items within established deadlines.
• Conduct variance analysis against prior-year and budget figures, communicating findings to operational and finance leadership.
• Coordinate quarterly and annual audit support, preparing schedules and documentation for internal and external auditors.
• Analyze consolidated financial results across business units to verify accuracy and identify discrepancies.
• Review and enforce compliance with SOX controls and corporate accounting policies throughout the close cycle.
• Prepare financial statements and regulatory reports, including income statements, balance sheets, and cash flow statements.
• Support continuous improvement initiatives targeting automation and efficiency in accounting and reporting processes.

• Bachelor's degree in Accounting, Finance, or Business Administration, or equivalent work experience.
• 3 or more years of general or public accounting experience, with demonstrated ownership of the month-end close process.
• Comprehensive knowledge of GAAP and practical experience applying it to financial statement preparation and account reconciliations.
• Working knowledge of SOX compliance requirements and internal control frameworks.
• Proven ability to prepare and analyze balance sheet flux, variance commentary, and supporting audit schedules.
• Strong organizational skills with the ability to manage multiple deadlines across concurrent close cycles.
• Effective written and verbal communication skills, including the ability to explain accounting findings to non-accounting stakeholders.
• Proficiency in spreadsheet applications and experience working within enterprise GL or ERP systems.

• Active CPA or CMA license, or demonstrated progress toward certification.
• Experience in a Big Four or large regional public accounting firm, particularly in audit or advisory practice.
• Exposure to multi-entity consolidations, intercompany eliminations, or foreign currency accounting in a corporate environment.
• Familiarity with statutory accounting standards or SEC reporting requirements in regulated industries such as insurance or energy.

• Month-end close cycle time, measured in days from period end to final sign-off.
• Balance sheet reconciliation completion rate as a percentage of assigned accounts cleared by close deadline.
• Audit findings attributable to this role, targeting zero material adjustments or repeat control deficiencies.
• Variance commentary turnaround time, reflecting responsiveness to finance leadership requests following P&L review.
• SOX control evidence submission rate, measuring on-time delivery of required documentation each quarter.
• Typical tools: GL and ERP platforms (commonly PeopleSoft or JDE); financial consolidation and reporting tools (commonly HFM or Hyperion Essbase); advanced spreadsheet applications (commonly Excel with pivot, lookup, and macro functionality).

• Base Salary Range: $65,000 to $95,000 annually, depending on experience and location.
• Bonus: Annual performance bonus, typically 5% to 10% of base salary.
• Equity: Not standard for this level; occasionally offered at senior or lead tiers.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by organization.
• PTO: 15 to 20 days annually, plus standard US federal holidays.
• Common Perks: CPA exam reimbursement or study support, continuing education credits, hybrid or flexible scheduling.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for this position. Employment is contingent on the successful completion of a background check, which may include verification of education, prior employment, and criminal history. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the application and employment process upon request. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law.

The Accounting Consultant owns the full month-end close cycle, including journal entries, intercompany reconciliation, HFM data loads, and subsidiary investment analysis within the corporate accounting group. Reporting to accounting leadership and collaborating with trading partners and division teams, this consultant enables accurate consolidated financial reporting, SOX compliance, and timely quarterly and annual disclosures.

Key Responsibilities

• Complete month-end closing processes, including preparation and input of journal entries and corporate and intercompany transactions.
• Serve as primary coordinator for statutory reporting requests and US census survey reporting and analysis.
• Analyze and complete entries for investments in subsidiary reporting, joint venture accounting, and foreign currency accounting.
• Review and analyze consolidated results reported by other divisions and ensure compliance with SOX and the global close process.
• Maintain mapping of the corporate division chart of accounts into HFM and perform data loads and verification.
• Review intercompany reconciliation and guide trading partners in resolving out-of-balance.
• Analyze and explain balance sheet fluctuations and provide supporting schedules for quarterly and annual footnote disclosures.
• Develop and maintain financial reports using JDE, HFM, and Smartview; research entries and recommend appropriate procedures and controls.
• Assist in completing schedules and analysis required for the audit of financial statements.
• Design and facilitate training sessions for the corporate group as needed.

Required Qualifications

• University degree in Accounting or equivalent work experience.
• Minimum 3 years in a Big Four public accounting firm or 3 years as a CPA or local equivalent.
• Comprehensive knowledge of foreign currency accounting, intercompany transactions, and GAAP as related to financial close functions.
• Knowledge of integrated financial and ERP systems.
• Understanding of general management techniques and principles.
• Proficiency in JDE, HFM, and SmartView Excel.
• Ability to meet tight deadlines and communicate proactively on timeline risks.
• Fluent in English.

Embedded within the Home Office finance structure, the Accounting Consultant prepares and reviews journal entries, variance analysis, and balance sheet reconciliations across two to four locations to support accurate month-end, quarter-end, and year-end close. Working closely with operational teams and management, this consultant ensures SOX compliance, consistent financial reporting, and timely audit support across the locations served.

Core Functions

• Manage centralized accounting functions for two to four locations, serving as liaison between the Home Office and operational teams.
• Prepare and review journal entries for month-end, quarter-end, and year-end close, including required accruals.
• Maintain and update monthly accounting schedules and internal reporting.
• Prepare and review monthly variance analysis and communicate with operational teams to explain variances against the prior year or the budget.
• Coordinate distribution of routine financial reports to management and support teams.
• Prepare and review balance sheet reconciliations, researching and resolving outstanding items.
• Prepare financial analysis and ad hoc requests, and perform special projects as needed.
• Support annual and quarterly internal and external audits.
• Enforce established policies and procedures and continuously improve SOX compliance.

Qualifications & Experience

• Bachelor's degree in Accounting or Finance.
• CPA or CMA certification or candidacy preferred.
• Minimum 3-5 years of general or public accounting experience.
• Strong knowledge of GAAP; working knowledge of SOX preferred.
• Proficiency in Microsoft Word and Excel, and experience with GL accounting systems.
• PeopleSoft experience.
• Strong analytical, organizational, and customer service skills.
• Effective verbal and written interpersonal communication skills with the ability to manage diverse personalities professionally.
• Ability to multi-task in a fast-paced environment with tight deadlines.

Reporting to the Customer Success organization, the Accounting Consultant leads client onboarding and implementation projects for ClickUp, translating customer requirements into solution designs and managing project progress end-to-end. Partnering with Sales and Customer Success teams to relay satisfaction and expansion opportunities, this consultant drives product feature adoption and influences the development roadmap to deliver measurable client outcomes.

Primary Duties

• Lead client onboarding implementation projects for ClickUp as a project manager.
• Document customer requirements and translate them into solution designs.
• Design solutions to embed ClickUp in customer business workflows and train customers on product usage.
• Educate customers on the full value of ClickUp to drive feature adoption.
• Provide client and team status updates on project progress.
• Partner with Sales and Customer Success teams to relay customer satisfaction, critical issues, and expansion opportunities.
• Represent the voice of the customer and influence the product development roadmap.

Skills & Qualifications

• 2-3 years of experience in B2B SaaS as a technical customer success manager, implementation manager, technical project manager, or technical consultant within onboarding and implementation.
• At least 2 years of experience implementing new technology for medium and large organizations.
• Strong project management skills to keep projects on track and manage unique workflows.
• Strong problem-solving skills and ability to articulate technical topics to non-technical audiences.
• Superb written and verbal communication skills with strong presentation skills and ability to establish credibility with executives.
• Positive attitude, empathy, and high energy.
• Some travel may be required based on client needs.

Sitting at the intersection of technical accounting and operational finance, the Accounting Consultant completes monthly close procedures, including journal entries, reconciliations, and consolidated P&L and balance sheet flux analysis in compliance with GAAP. Operating across the finance team and business partner network, this consultant supports audit coordination, drives automation improvements in accounting processes, and delivers performance metrics that inform management reporting.

Duties

• Complete monthly accounting close procedures, including journal entries, reconciliations, and reports in compliance with GAAP.
• Prepare monthly consolidated P&L and Balance Sheet flux analysis for management reporting.
• Prepare Balance Sheet account reconciliations.
• Coordinate quarterly reviews and testing with internal and external parties.
• Work with business partners to ensure compliance with corporate accounting policies, procedures, and controls.
• Provide analysis on financial results, including trends, performance metrics, and benchmarks.
• Support and delegate resources to ad hoc projects and department-wide initiatives as necessary.
• Drive continuous improvement in the automation of accounting and reporting processes.

Requirements

• BA/BS in Accounting; CPA credentials preferred.
• 3+ years of general accounting experience.
• Big 4 or public accounting experience.
• Comprehensive knowledge of bi-monthly payroll, Accounts Receivable, and Accounts Payable.
• SEC reporting, SOX compliance, and CPM/business intelligence systems experience a plus.
• Skilled with ERP systems.
• Remarkable analytical, quantitative, and attention-to-detail skills with the ability to follow standard procedures.
• Excellent verbal, written, and social communication skills.
• Self-starter with strong time management, organizational skills, and ability to meet critical deadlines.
• Ability to work effectively in a dynamic and constantly changing environment.

A key member of the finance team, the Accounting Consultant delivers daily bank reconciliations, monthly general ledger and subledger reconciliations, and VAT return preparation across all assigned accounts and entities. Collaborating across the Finance Business Partner, FaaS Specialist, and AP/AR teams, this consultant supports year-end audit readiness, variance analysis, and process improvement initiatives that strengthen the accuracy and integrity of financial operations.

Functions

• Process daily bank reconciliations for all assigned accounts and entities, liaising with AP and AR teams as needed.
• Prepare monthly general journal entries, including payroll, prepaid, depreciation, and accruals.
• Prepare monthly accounting entries related to FaaS using Tableau reports in coordination with the FaaS Specialist.
• Prepare general ledger and subledger reconciliations for all accounts on a monthly basis.
• Assist the Finance Business Partner with accounting reclassifications following P&L reviews.
• Perform monthly, quarterly, and annual variance analysis.
• Prepare VAT returns.
• Support process improvements, documentation, year-end audit, and ad hoc projects.

Experience & Qualifications

• Qualified accountant preferred or recognized accounting qualification in progress.
• 3-5 years of experience working with General Ledger.
• Swiss GAAP knowledge required; US GAAP and IFRS preferred.
• Proficient in Excel and experienced with accounting systems.
• Experience with Tableau.
• High attention to detail and strong analytical skills.
• English required; French desirable.

Accurate regulatory and statutory financial reporting at the senior management level depends on the Accounting Consultant, who coordinates research, analysis, and implementation of new accounting policies, leads the preparation of complex financial data for auditors and regulatory agencies, and functions as an expert on GAAP and STAT changes. Based within an accounting leadership team that includes senior management and external auditors, this consultant guides policy development, project-leads system enhancements, and advises on the financial impact of regulatory changes across the organization.

Accountabilities

• Coordinate research, analysis, and implementation of new or revised accounting policies and procedures.
• Advise senior management on industry best practices for recording, analyzing, and preparing complex accounting transactions and statements.
• Develop and submit complex accounting and financial transactions to ensure proper reporting at all levels.
• Coordinate the development of actions and policies to address unfavorable financial situations identified through accounting analysis.
• Function as an expert on changes to GAAP and STAT regulatory requirements and consult management on internal impact.
• Act as project lead in the development and design of new and enhanced systems and processes.
• Guide preparation and analysis of complex pro-forma financial data for compliance with new requirements.
• Coordinate and lead the preparation of complex financial information for internal and external auditors, IRS, state examiners, and other regulatory agencies.

Technical Qualifications

• Undergraduate degree in Accounting, Finance, or Business Administration; Accounting major preferred.
• Progress towards CPA preferred.
• 6 or more years of related accounting experience; insurance experience preferred.
• Strong knowledge of GAAP and STAT, consolidation of companies and subsidiaries, and principles of taxation and their impact on financial statements.
• Knowledge of accounting and business computer systems, company organizational structure, and industry best practices in complex financial statement preparation.
• Strong verbal and written communication skills for internal and external contacts.
• Strong analytical, problem-solving, and project management skills with the ability to interpret financial statements, legal requirements, and regulatory changes.
• Ability to apply accounting principles to specialized, unique, and complex problems using advanced computer techniques.

As the Accounting Consultant, this role identifies financial control gaps, designs technical solutions to improve financial management activities, and supports accounting and financial reporting operations within a client-facing consulting environment. The federal finance practice relies on this work to improve GAAP compliance, advance audit readiness under frameworks including SOX Section 404 and OMB Circular A-123, and deliver accurate, clearly written work products across client engagements.

Activities

• Identify financial control issues and gaps and advise clients on technical accounting and internal controls matters.
• Design and implement technical solutions to improve financial management activities.
• Assist with accounting and financial reporting operations.
• Identify opportunities for process efficiencies and innovative approaches to completing the scope of work.
• Conduct relevant research, data analysis, and create reports.
• Participate in team problem-solving efforts and offer ideas to resolve client issues.
• Maintain responsibility for the completion and accuracy of work products.
• Assist in proposal development and actively expand consulting skills through training, mentoring, and client interaction.

Position Requirements

• Bachelor's degree in Accounting, Business, Finance, or a related field.
• 0-1+ years of experience performing financial statement audits and auditability assessments.
• 0-1+ years of experience reviewing, analyzing, validating, and reconciling financial and accounting information.
• Experience improving Federal accounting processes, internal control objectives, and GAAP compliance.
• Knowledge of SOX Section 404, OMB Circular A-123, Financial Improvement Audit Readiness (FIAR), and related testing and reporting requirements.
• Proficiency in word processing, spreadsheet, and presentation tools, as well as internet research tools.
• Proven ability to prioritize workload to meet deadlines and write clearly for a wide audience.

Accounting Consultant supports month-end close, including journal entries, account reconciliations, and PBM gross margin tracking, within a healthcare finance team that spans Forecasting, Billing/AR, and Client Management. Success in the position means delivering accurate financial statements, timely audit documentation, and ad hoc analyses that enable finance leadership and business owners to act on reliable data.

Operational Focus

• Assist Manager with the month-end close process, including journal entries, account reconciliations, and review of accounting classifications in accordance with GAAP.
• Provide tracking, research, analysis, reporting, and variance commentary of PBM gross margin.
• Analyze and prepare financial statements, including balance sheets and statements of financial position.
• Prepare documentation in support of external and internal audits and work with outside auditors on accounting and reporting issues.
• Collaborate with the finance team and business owners in Forecasting, Billing/AR, and Client Management to gather, summarize, and analyze data.
• Prepare ad hoc financial and business analyses.
• Develop innovative approaches for continued improvement in efficiency and effectiveness.
• Train other accounting staff and prioritize work to meet deadlines.

Knowledge, Skills & Abilities

• Bachelor's degree in Accounting, Finance, or equivalent; CPA or MBA preferred.
• 4+ years of accounting experience, including financial analysis, audit, and healthcare industry experience.
• Strong knowledge of GAAP and financial statement preparation.
• Proficiency in MS Word and Excel.
• Experience with Hyperion Essbase, PeopleSoft Financials, Oracle, and Microsoft Access.
• Strong organizational skills with the ability to prioritize and meet deadlines.

The Senior Accounting Consultant produces expert-level consultation and integration across financial processes, acting as business lead on process improvements, organization redesign, and system development initiatives for senior internal and external leaders in the Jacksonville, FL area. Serving as an integration point for internal and external partners, this consultant enforces policies, mitigates risk, and applies Six Sigma methodology to generate measurable administrative and process improvement outcomes.

Key Deliverables

• Provide subject matter expertise, consultation, and integration activities for various financial processes with senior internal and external leaders.
• Act as business lead on business and process improvements, organization redesign, and system development initiatives, ensuring operational and financial controls align with corporate standards and regulations.
• Facilitate innovative thinking with finance leadership and business partners to generate solutions and recommendations for business issues.
• Provide leadership, direction, and coaching to drive positive change for workgroups and business partners.
• Serve as an integration point for internal and external partners to resolve financial issues while enforcing policies, mitigating risk, and safeguarding assets.
• Utilize Six Sigma continuous improvement methodology to realize administrative and process improvement outcomes.

Professional Experience

• Bachelor's degree in Accounting or Finance.
• Current and active CPA license.
• 6+ years of related work experience with strong knowledge of accounting functions.
• 3+ years of direct supervisory or management experience.
• Statutory accounting and reporting experience.
• Big Four auditing experience.
• Experience in the implementation of complex accounting literature.

Embedded within a consulting practice serving private equity and mergers and acquisitions clients, the Accounting Consultant performs month-end close procedures, extracts and interprets high volumes of data from accounting and operating systems, and builds cash flow models and financial analyses for various clients. Working closely with team members to develop solutions to complex business challenges, this consultant assembles management-ready reports and contributes ideas for process improvement that directly advance client financial outcomes.

Role Responsibilities

• Perform month-end closing procedures for various clients and produce general ledger information aligned with their business models.
• Extract, analyze, and interpret high volumes of data from accounting and operating systems.
• Use advanced Excel techniques to report, summarize, reconcile, analyze, and identify variances and trends in financial data.
• Assist with creating cash flow models, budgets, forecasts, and other financial analyses.
• Provide management with assembled and summarized data, reports, presentations, and recommendations.
• Collaborate with team members to develop solutions to complex business challenges and contribute ideas for process improvement.

Background & Experience

• Bachelor's degree in Accounting or related field.
• 1-3 years of progressive accounting and/or finance experience.
• Public or private accounting consulting experience preferred.
• Experience with private equity and/or mergers and acquisitions strongly preferred.
• Strong knowledge of month/year-end close, general ledger, financial reporting, consolidations, cash flow modeling, reconciliations, AR, and AP.
• Advanced Excel and modeling skills, including pivots, lookups, complex formulas, and macros.
• Strong critical thinking skills to identify exceptions and errors in data and develop creative approaches to solving issues.

Reporting to practice leadership, the Accounting Consultant supports analysis and auditing of construction claims and surety and fidelity-related projects, including auditing contractor invoices, evaluating contract damages, and analyzing bonded contractor financial conditions. Partnering with project supervisors and data entry teams, this consultant builds auditing and claims analysis skills within a professional services environment to deliver timely, accurate reporting on surety payment and performance bond exposure.

Day-to-Day Responsibilities

• Support evaluation and analysis of construction claims and surety and fidelity-related projects.
• Audit and reconcile contractor and subcontractor invoices and payments for accuracy and validity.
• Assist in the internal audit of project expenditures, including surety and claims.
• Evaluate contract damages and prepare cost analyses.
• Analyze and report potential surety payment and performance bond exposure.
• Analyze the financial condition of bonded and distressed contractors and ensure timely reporting of periodic financial information.
• Assist with data gathering, document review, supervision, and quality control of data entry activities.
• Assist with accounting, payroll, and tax processing.

Education & Experience

• BA/BS in Business with emphasis in Accounting, Management, or Finance, including specific accounting coursework.
• 2+ years of experience in an accounting or auditing role.
• Strong data analysis skills and attention to detail.
• Working proficiency in Microsoft Excel, Access, and Word.
• Deltek-Vision accounting system.
• Excellent verbal and written communication skills in English.
• Strong interpersonal, supervisory, and customer service skills.
• Ability to multi-task, work under pressure, meet deadlines, and thrive in a fast-paced, project-tracked professional services environment.

Sitting at the intersection of accounting expertise and enterprise technology, the Accounting Consultant participates in full-cycle implementation of business solutions, from analysis of customer requirements and fit-gap workshops through configuration, testing, user training, and system go-live. Operating across project leaders, solution architects, and client business users, this consultant configures role structures and workflows, writes functional design documents, and supports the transition to the new system to deliver implementations that meet customer goals and objectives.

Scope of Work

• Participate in the design, implementation, and support of business solutions.
• Gather requirements, perform analysis and design, testing, and documentation.
• Conduct solution design workshops and lead fit-gap analysis, as-is and to-be business process designs, and conference room pilots.
• Perform functional configuration, unit testing, and develop conversion and system implementation plans.
• Identify functionality gaps and provide solutions.
• Write functional design documents for reports, interfaces, data conversions, and application extensions.
• Support business users with test script execution and provide user training.
• Communicate and drive project deliverables, providing regular status and issue reports to the project manager and key stakeholders.
• Collaborate with solution architects and technical SMEs to translate requirements into solution designs, estimates, and activity plans.

Minimum Qualifications

• Bachelor's Degree in IT or equivalent.
• 6-10 years of experience as a Functional Consultant, with 3-5 years across Oracle Procurement, Inventory, and Advanced Procurement modules, including Sourcing, Supplier Qualification, Procurement Contracts, Supplier Portal, and Self-Service Procurement.
• At least 2-3 end-to-end Oracle Supply Chain module implementation experiences.
• Ability to produce artefacts such as fit-gap documents, configuration documents, test scripts, and training materials.
• Ability to perform Fusion Application configuration and testing; knowledge of Oracle Integration Cloud or SOA is desirable.
• Strong analytical, problem-solving, and written and verbal communication skills.
• Self-motivated with the ability to adapt quickly in dynamic environments and work independently and remotely.
• Ability to work effectively in a multicultural environment across global teams.

A key member of an accounting advisory network, the Accounting Consultant develops accounting resources, trains clients on accounting topics, and consults with clients on accounting and operational issues via phone, email, and in person to help them achieve financial success. Collaborating across client management, sales, and internal content teams, this consultant facilitates financial statement review meetings, assists with annual budget preparation, and builds client relationships that support measurable improvements in clients' accounting practices.

What You'll Do

• Consult with clients on accounting and operational issues via phone, email, and in person.
• Help clients achieve financial success through agreed support plans, including establishing best accounting practices, participating in hiring, and training new accounting employees.
• Facilitate financial statement review meetings and assist with the preparation of annual company budgets.
• Develop accounting-related articles, videos, tools, and training resources for the network.
• Train on accounting topics in a classroom setting.
• Provide outstanding customer service and timely follow-up.

Qualifications & Experience

• Bachelor's degree in Accounting or equivalent combination of education and experience; CPA preferred.
• At least 2 years of accounting experience with a full understanding of GAAP.
• Skill in analyzing financial statements and identifying areas of concern.
• Proficiency in Microsoft Excel, Microsoft Word, and video meeting software.
• QuickBooks knowledge.
• Strong reading, writing, communication, and presentation skills in English.
• Skill in building genuine relationships with potential and existing clients.
• Some travel required, typically 4-6 trips per year.

Complex and confidential SEC filings and acquisition accounting depend on the Accounting Consultant, who prepares regulatory documents, analyzes acquisition data, and runs multi-disciplinary projects in partnership with company partners to develop innovative solutions. Serving as a subject matter specialist within the accounting function, this consultant mentors team members, coordinates process improvements across enterprise accounting systems, and enables accurate financial statement content that meets regulatory and legal requirements.

Strategic Responsibilities

• Prepare documents for various SEC filings and ensure compliance with regulatory and legal requirements.
• Analyze information for acquisitions and special projects as part of critical and confidential accounting functions.
• Run multi-discipline projects and consult with company partners to develop innovative solutions.
• Implement change management processes, reporting, and analysis.
• Coordinate with others on process improvements and consult on enterprise projects impacting accounting systems.
• Mentor others.

Ownership Areas

• Bachelor's degree in Accounting or related field with strong accounting focus; Master's degree preferred.
• CPA required.
• Minimum 8 years of multifaceted experience in a related field.
• Midstream revenue accounting experience preferred.
• Process improvement experience in accounting and finance preferred.
• Proficiency in Microsoft Office applications and PC skills.
• Excellent organizational and interpersonal skills with demonstrated accounting expertise.

As the Accounting Consultant, this role prepares general ledger journal entries, account reconciliations, financial statements, and regulatory reporting in accordance with GAAP, supporting AP/AR, Sales Tax, and ERP enhancement activities within the accounting function. The accounting team relies on this work to maintain timely and accurate month-end close operations, improve system efficiencies, and sustain audit readiness through documented procedures and process improvement.

Job Functions

• Prepare general ledger journal entries, account reconciliations, and full-function general ledger analysis around month-end close.
• Prepare financial statements, including balance sheet, income statement, cash flow statement, and shareholders' equity statement.
• Prepare timely financial and regulatory reporting in accordance with GAAP.
• Support AP/AR, Financial Reporting, and Sales Tax functions.
• Participate in ERP data changes and system enhancements, and provide recommendations for accounting system efficiencies.
• Support process improvement, writing of procedures, and audit support as needed.

Skills & Qualifications

• Bachelor's degree in Accounting, Business, Finance, or related discipline.
• 2+ years of GL and month-end close experience.
• Knowledge and experience with AP/AR, Financial Reporting, and Sales Tax.
• Cost Accounting and Inventory experience.
• Expertise in Excel and strong proficiency with ERP systems.
• Excellent written and oral communication skills.

Accounting Consultant oversees client relationships across the AMS region, running progress meetings, gathering functional and technical requirements, and mapping them to ClickUp solutions that advance customer business goals. The work directly supports cross-functional collaboration with Sales, Solution Engineering, Success, Support, and Product teams to transfer knowledge, shape operational processes, and drive measurable improvements in team productivity for customers at all organizational levels.

Leadership Responsibilities

• Identify initiatives to maintain and manage customer expectations and satisfaction, including conducting discovery, making recommendations, managing projects, and enabling the customer.
• Partner with customers across the AMS region to establish clear business goals, timelines, priorities, and metrics of success.
• Build, grow, and expand client relationships at all levels and across various functional areas.
• Run meetings to assess progress against goals, opportunities for improvement, and the impact of ClickUp on team productivity.
• Work with prospects and customers to gather functional and technical requirements and map them to a ClickUp solution.
• Act as a product expert and advocate for the customer and their internal success at ClickUp.
• Partner with Sales, Solution Engineering, Success, Support, and Product teams to transfer knowledge and provide real-time feedback on feature requests and limitations.
• Contribute to the definition, development, and improvement of regional and global operational processes.
• Act as a coach and mentor to less experienced team members.

Required Qualifications

• Qualifications in PMP, PRINCE2, Scrum, Kanban, or Agile.
• Minimum 2+ years of services or customer success experience, preferably in a SaaS environment.
• Experience in a Big 4 consulting firm or equivalent enterprise software professional services organization deploying software across multiple organizations.
• Experience working with professional services contracts, including Quotes, SOWs, and Change Orders, within a partner ecosystem, and with prospects across the AMS region.
• Deep understanding of Cloud and SaaS solutions.
• Familiarity with agile and waterfall implementation methodologies.
• Experience in SaaS, PPM software, or collaborative work management tools such as Monday, Asana, Wrike, Planview, or Workfront.
• Experience with enterprise solutions such as JIRA, ServiceNow, SFDC, Oracle, SAP, Workday, or NetSuite.
• Strong presentation, communication, negotiation, and requirements elicitation and documentation skills.
• Proven ability to articulate technical topics to non-technical audiences, work cross-functionally, and prioritize effectively.

The Accounting Consultant coordinates full-cycle Oracle Supply Chain implementation projects, from solution design workshops and fit-gap analysis through functional configuration, user training, and production support across global teams. Collaborating with solution architects, technical SMEs, project managers, and client business users, this consultant delivers configuration artifacts, functional design documents, and implementation plans that translate complex customer requirements into working enterprise solutions.

Engineering Responsibilities

• Participate in the design, implementation, and support of business solutions.
• Gather requirements, perform analysis and design, testing, and documentation.
• Conduct solution design workshops and lead fit-gap analysis, as-is and to-be business process designs, and conference room pilots.
• Perform functional configuration, unit testing, and develop conversion and system implementation plans.
• Identify functionality gaps and provide solutions.
• Write functional design documents for reports, interfaces, data conversions, and application extensions.
• Support business users with test script execution and provide user training.
• Communicate and drive project deliverables, providing regular status and issue reports to the project manager and key stakeholders.
• Collaborate with solution architects and technical SMEs to translate requirements into solution designs, estimates, and activity plans.
• Work independently on projects and production support with minimum supervision.

Technical Qualifications

• Bachelor's Degree in IT or equivalent.
• 6-10 years of experience as a Functional Consultant, with 3-5 years across Oracle Procurement, Inventory, and Advanced Procurement modules, including Sourcing, Supplier Qualification, Procurement Contracts, Supplier Portal, and Self-Service Procurement.
• At least 2-3 end-to-end Oracle Supply Chain module implementation experiences.
• Ability to produce artefacts such as fit-gap documents, configuration documents, test scripts, and training materials.
• Ability to perform Fusion Application configuration and testing; knowledge of Oracle Integration Cloud or SOA is desirable.
• Strong analytical, problem-solving, and written and verbal communication skills.
• Self-motivated with the ability to adapt quickly in dynamic environments and work independently and remotely.
• Ability to work effectively in a multicultural environment across global teams.