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Advisory Senior Associate - Financial Services
Ref No.: 18-05405
Location: Dallas, Texas
Position Type:Direct Placement
Pay Rate : $ 60,000.00 - 85,000.00 /Year
Senior Advisory Associate – Financial Services
Dallas – Fort Worth, TX

As their practice continues to grow, our client is searching for a Senior Advisory Associate with Financial Services experience to join the team.  With a focus on career growth and culture, they are ranked as one of the top firms to work for in the metroplex.  Join their team today and get on the path to leadership!
  • Thorough understanding of investment and financial services, related general business planning knowledge
  • Execute engagement planning across multiple projects within Alternative Investment Funds, Financial Institutions, Broker/Dealers, Insurance and related industries
  • Effectively execute audit plan and advisory services for financial clients
  • Assist in providing financial service knowledge and experience, displaying working knowledge of hedge funds, private equity funds and mutual funds
  • Monitor multiple client engagements, build and manage client relationships
  • Research and consult on complex financial statements, demonstrate advanced understanding of technical accounting, processes and complex issues
  • Coordinate development of planning activities on engagements including time budgets
  • Ability to plan, perform and deliver work independently
  • Ensure that deliverables are clear, concise and within guidelines
  • Assist in development and delivery of project budgets, timelines
  • Direct and mentor associates across multiple concurrent projects
  • 2-6 years recent public, or a combination of public/industry experience
  • Financial services experience
  • Bachelor's in Accounting/Finance required; Master's in Accounting/Finance preferred
  • CPA candidate required, CPA preferred
  • Demonstrate strong working knowledge of federal accounting laws in financial services
  • Thorough understanding of accounting issues and financial statement preparation
  • Excellent written and verbal communication
  • Proven ability to lead and develop team
About Infinity Consulting Solutions – Collaboration, not Automation
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ICS has an established client base and strong relationships with companies to assist you in your job search. We succeed because we pay individualized attention to your career goals and match you with a position that fits your background, skills, and personal preferences and leads you to the right career. Candidates also benefit from our strong track record of successful placements because ICS has extremely low recruiter turnover and one of the highest retention rates in the industry. This way we build successful long term relationships with businesses that allow us to connect you to them. Learn more at