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Senior Financial Consultant
Senior Financial ConsultantValliant Consulting Group • Oregon, IL, US
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Senior Financial Consultant

Senior Financial Consultant

Valliant Consulting Group • Oregon, IL, US
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Overview

Senior Financial Consultant – Native American Consulting

Location : Portland, OR or Albuquerque, NM. Compensation : $105,000 - $150,000 per year, depending on experience and location. This role is with Ulrich Investment Consultants, a SEC-registered investment advisor, providing fiduciary investment and non-investment financial consulting to Native American clients.

Travel : Up to 3 tribal visits per month, each lasting 2-5 days (including travel days).

Note : Ulrich emphasizes exceptional client service and a healthy work / life balance; more information is available at the company website.

Responsibilities

  • Deliver fiscal management support services to Native American Tribal clients and help develop and maintain fiscal management systems.
  • Provide accounting assistance, including training and coaching of tribal finance staff.
  • Assist clients in preparing financial statements for Single Government audits and develop audit support packages.
  • Support development of client financial planning materials and financial plan updates.
  • Assist in preparing and negotiating client indirect cost rates and contract support claims.
  • Maintain client work product files and documentation per company processes.
  • Consult on other Native American consulting services highlighted on the company website.

Education & Experience

  • Bachelor's degree or higher in finance, accounting, or economics (preferred).
  • Certified Public Accountant or other professional accounting designation (preferred, not required).
  • 5+ years of experience with single audits and ability to produce financial statements from a trial balance; experience as an auditor or in a government / tribe finance department is acceptable.
  • Additional Qualifications

  • Experience working with tribal governments preferred.
  • Strong understanding of governmental accounting and governmental / tribal financial statements.
  • Analytical and problem-solving abilities to analyze data, identify trends, and draw conclusions.
  • High learning agility with accounting knowledge, business acumen, communication, and presentation skills.
  • Excellent consulting skills and ability to build client relationships.
  • Experience with accounting software and understanding of accounting principles, cycles, and financial statements.
  • Proactive work ethic and ability to work well in a team.
  • Note to Applicants

    This search is being conducted by Grace Lerner of Valliant Consulting Group. Successful candidates must be able to pass an in-depth background check. If you require reasonable accommodations, please reach out to us. Ulrich Investment Consultants is an equal opportunity employer.

    Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Finance, Consulting, and Accounting / Auditing
  • Industries

  • Investment Management, Financial Services, and Business Consulting and Services
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