Associate I – Financial Advisory

About the role

We are seeking an Associate I to join our Financial Advisory team. This full‑time position is ideal for professionals with 2‑5 years of solid accounting experience who want to combine day‑to‑day bookkeeping with advisory projects. You will work closely with senior advisors and support a portfolio of clients.

Key responsibilities

• Maintain day‑to‑day bookkeeping for assigned clients, including accounts payable, accounts receivable, and bank/credit‑card reconciliations.
• Assist with month‑end and year‑end close processes and post journal entries.
• Prepare monthly and quarterly balance sheets, income statements and cash‑flow statements.
• Maintain fixed‑asset registers and reconcile sub‑ledgers to the general ledger.
• Work in Xero and Odoo to keep client records accurate and up‑to‑date.
• Support feasibility studies and financial modelling on an as‑needed basis.
• Respond to client queries and provide guidance.

Required profile

• Bachelor’s degree in accounting, finance or a related field.
• 2–5 years of experience in accounting, bookkeeping or advisory.
• Working knowledge of Xero and Odoo.
• Strong Excel skills, including lookups, pivot tables and clean workbook structure.
• Professional certifications such as CMA, CPA, FMVA or ACCA are a plus.

Required skills

• Xero
• Odoo
• Microsoft Excel