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Accounting Advisory Associate I
Confirmed live in the last 24 hours
Walnut Creek, CA, USA
Experience Level
Desired Skills
  • BS/BA in Accounting, Finance, Business Management, MIS or Information Systems degree (Accounting preferred)
  • Bachelor's degree in Business, Accounting, or Finance
  • 1 to 2 years of accounting, accounts receivable or bookkeeping experience (personal assistant, executive assistant experience may be considered comparable)
  • Familiar with Microsoft Office; QuickBooks, Bill.com, Xero, Expensify, Concur, NetSuite and Sage Intacct experience preferred
  • Excellent attention to detail, problem solver & intellectually curious
  • An understanding of professional services and a commitment to the client experience
  • Outstanding organization skills and the ability to utilize a wide range of accounting and internal administrative technologies
  • The ability to communicate both verbally and written (via text, and email) in a sincere, concise, and professional manner
  • The desire to be a team player but be able to work independently with a solution-oriented approach
  • Adhere to the highest level of confidentiality
  • Accounts payable (utilizing bill.com, cutting paper checks, filling out wire forms)
  • Research and resolve issues or discrepancies with clients' accounts, bill pay or invoices
  • Respond to client requests and inquiries
  • Manage vendor relationships, requests, and payments
  • Monitor accounts to ensure payments are up to date
  • Perform monthly reconciliations of client bank accounts and credit cards
  • GAAP Accounting
  • Journal entries and Accrual Accounting
  • Preparation of financial reporting packages
  • Participate in special projects as needed

501-1,000 employees

Public accounting & advisory firm
Company Overview
BPM’s mission is to provide modern solutions to businesses across the globe. The company focuses on comprehensive assurance, tax, and consulting services for clients, and provides people and communities with the resources to lead meaningful and purposeful lives.
Company Core Values
  • People
  • Being our best
  • Growing stronger