WHO WE ARE AND WHAT WE DO
BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management, and technology services across the country. At BerganKDV, we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.
Position Overview:
The Financial Accounting & Advisory Manager will compile and provide timely and accurate financial data to clients as well as provide advisory services around that data. The Financial Accounting Advisory Specialist Team (FAAST) Manager will help the advancement of the FAAST solution by further developing technology, processes, and people.
Responsibilities:
Reviews and analyzes client financial statements.
Provides client consulting and strategizing, while developing an industry-specific expertise.
Acts as the client’s Outsourced Controller, when applicable.
Prepares and develops applicable proposals.
Onboards new clients to the FAAST model.
Strive for an advisor relationship in every client interaction, always seeking opportunities to help clients advance their businesses and reach their goals.
Be an active participant in business development meetings to build strong relationships and attain new client projects.
Begin building industry specialization and industry focused service. This may include attending peer group meetings or industry organization events.
Be a technical resource, sounding board and example for other members of the FAAST team. This may require formal and informal group training and individualized coaching.
Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
Be transparent in your decisions, communicate effectively with your team and be a flexible leader to accommodate various management styles.
Qualifications:
6+ years with both public accounting and private company experience
BA/BS in Accounting or Master’s degree
Experience with QuickBooks Online required
Experience with NetSuite, Sage Intacct, Microsoft Dynamics GP, Microsoft Office, preferred
PC proficiency, including spreadsheet, word processing and presentation software applications
EXPLORE THE WORKPLACE OF THE FUTURE
BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
BerganKDV Differentiators:
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
Entrepreneurial Operating System – EOS / Traction
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.
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