Senior Accountant / Client Advisor

Are you passionate about building relationships with entrepreneurs and helping them grow their
businesses? At Insogna CPA, we’re seeking a highly motivated and experienced individual who
thrives on advising small business owners. This role helps facilitate our controller team advising
our valued clients acting as part-controller, part-business coach, part-tax strategist, and part-
accounting expert. You will help manage many business clients across various industries.

WHY INSOGNA CPA?
We reject the traditional, rigid work environment. At Insogna CPA, we believe in a more trusting,
open architecture that offers freedom and reduces stress. Our team enjoys a flexible work
culture where as long as (1) your work is completed timely; (2) deadlines are met; and (3)
clients are highly satisfied, you have the freedom to manage your time effectively. With our
technology-first approach, we support job performance from anywhere, offering weekly flex
scheduling both in the office and at home.

Since our founding in 2011, Insogna CPA has experienced exponential growth, and our team
continues to expand. We are friendly, collaborative, and eager to help everyone succeed. You'll
have direct involvement with fellow team members, working directly with clients, and utilizing
internal resources to deliver exceptional advisory experiences. We will support you in
understanding our technology, processes, and provide hands-on experience with customer
interaction.

A GROWING CAREER HERE LOOKS LIKE…
At Insogna CPA, you’ll find an exciting and flexible growth opportunity, ongoing training, and a
supportive teamwork environment dedicated to helping you achieve your personal career goals.
Developing and maintaining key advisory relationships with clients is a crucial part of your role.
You will help clients grow their businesses through cash-flow forecasting, budgeting, revenue
modeling, financial & industry analysis, cost-reduction strategies, accounting efficiency
improvements, business processes, and general business and personal issues. You’ll also bring
that special touch of a business coach that entrepreneurs rely on to grow their businesses and
personal wealth.

Our accounting team supports much of the back-end work that you will present to clients via
screen sharing and Zoom. As we continue to grow, there will be opportunities to train and
develop additional client advisors, with potential leadership roles on the horizon.

RESPONSIBILITIES INCLUDE:
? Prepare financial documents such as business reports, financial forecasts, and various
metrics to understand and communicate the state of a client’s business.
? Audit reconciled financials, ensuring all journal entries are accurate to reflect the most
up-to-date net taxable income.
? Manage accounting projects, including building the appropriate Chart of Accounts, re-
reconciling transactions from prior periods, and constructing financial statements in third-
party apps.
? Utilize strong Excel skills and app stacking experience to optimize financial reporting.
? Maintain a high level of organization and record-keeping, working through multiple
checklists monthly to meet each client’s financial needs.
? Be open to trying new financial metric ideas and adapting to change.
? Proactively engage with various businesses, bringing fresh, innovative thinking to each
client’s unique situation.
? Collaborate effectively with Client Accounting Teams and other departments to gather
necessary data for reporting purposes.
? Confidently communicate and take notes during web-based meetings with clients and
coworkers.
? Welcome direction from supervisors and remain flexible when daily tasks shift due to
time-sensitive demands.

To apply, at the top of your cover letter, please write "Life finds a way.”

ABOUT YOU:
You’re an out-of-the-box thinker, self-motivated, and a high-performing team member who
embraces tech-savvy solutions. You understand the importance of professionalism, strive for
technical excellence, and are committed to the highest standards in providing expert advisory
services to our valued customers. You support clients locally, regionally, nationally, and
internationally.

You lead by example, are highly organized, and excel at prioritizing tasks and managing multiple
assignments in a fast-paced environment. You inspire and train others, allowing team members
to reach their maximum potential. You work both independently and as part of a team, with
professionals at all levels, and look forward to increased challenges, responsibility, and
promotion opportunities as you succeed in your role.

You’re a problem solver with strong verbal and written English communication skills, always
seeking opportunities to improve client outcomes or internal processes.

WHAT WE OFFER:
? Remote/Flexible Work Arrangements.
? Tech-based solutions enabling work from anywhere since 2011.
? Business casual dress code – always.
? Competitive compensation.
? 15 days PTO, with more available – we trust you to manage your time.
? Nine paid holidays.

WORKING HOURS:
Full time position (40 hours/week); For the initial 6 months, we need you on deck from 9-4 PM. After we’re confident and trusting of you, we're open (based on mgmt. approval) to find a flexible schedule that works for everyone.

HOW TO APPLY

Email a SHORT cover letter to lauren.dmdnexus@gmail.com.

Join our high-performing team and enjoy a flexible, open-architecture culture. Let's achieve great things together!


Lauren M.
Insogna CPA