Certified Public Accountant Salary in Charlotte, NC

Deriva Energy, a portfolio company of Brookfield Renewable U.S., who is a nationwide leader in sustainable energy provides wind, solar, resilient backup power, and managed energy services to over 1,000 projects across the U.S., with a total electric capacity of more than 5,100 megawatts of nonregulated renewable energy is seeking a Technical Accounting Manager to be based in their Charlotte, North Carolina, headquarters.Reporting to the Controller, the Technical Accounting Manager, a CPA with eight (8) years of direct relevant experience is required, with a sustained demonstration of accounting skills. The Technical Accounting Manager is an individual contributor role; however, individuals in this role should have the ability to lead and provide guidance to other Managers, Directors and Senior leaders. The ideal candidate will possess strong attributes for accuracy, have a high competency in accounting principles and be people oriented. Assignments for the Technical Accounting Manager frequently require the ability to effectively converse, provide detailed explanations and challenge and/or defend points of view. Assignments for this role relate to areas of accounting that are complex where the accounting theory is gray and requires significant judgment.ResponsibilitiesRepresent the company as primary accounting subject matter expert in complex areas such as but not limited to leases, derivatives, consolidations, revenue recognition, impairment assessments etc.Provide guidance and direction to stakeholders for accounting of major transactions, new accounting issues, new accounting guidance, and significant non-recurring transactionsAccounting research for transactions which the Company has less, if any, historic experience or requires more judgment, including researching accounting for new business strategiesDocumentation of significant accounting or reporting mattersInteracting with the external auditors on significant accounting transactions and topicsProvide input to operational management for changes to approach, contracts, language, etc. in order to drive the desired resultsLeading implementation of new accounting standards with broad impacts to the CompanyProvide superior customer service to both internal and external customersStrong analytical and problem-solving skillsOther duties and ad-hoc tasks as assignedRequirementsEight (8) years of direct relevant experience is requiredCertified Public Accountant or equivalent is requiredBachelor's degree with major in accounting, finance or other closely related disciplineA Masters degree in Accounting is preferredAble to research accounting theory in areas where the Company has less, if any, historic experience, and recommend how to apply theory to a new transactionAbility to support accounting theory and application with external auditorsPractical experience in transaction accounting including purchase accounting, discontinued operations, assets held for sale, leases, revenue recognition, and accounting for goodwillExperience managing large projects that require collaboration with multiple departments throughout the organization (i.e. implementation of new accounting standard, audits, acquisition planning, etc.)Motivated problem solver with the ability to sort through issues to create and recommend improvements;Possesses and applies fundamental accounting and finance concepts, practices, and proceduresEffective and advanced communication skills (both written and verbal skills) in presenting complex material to all levels of the organization including senior managementCan drive processes to ensure timely and accurate decisionsStrong organizational skills with the ability to manage multiple situations simultaneouslyProactive and the ability to work independently, escalating issues when appropriateProficiency with MS Word, MS Outlook, MS Powerpoint and MS ExcelStrong written and oral communication skills

Responsibilities:Client Assessment: Meet with clients to understand their financial goals, objectives, risk tolerance, and current financial situation through comprehensive financial analysis.Financial Planning: Develop personalized financial plans that encompass various aspects of a client's financial life, including retirement planning, investment management, tax planning, estate planning, insurance analysis, and education funding.Goal Setting: Help clients establish clear financial goals and create a roadmap to achieve them, considering factors such as time horizon, liquidity needs, and risk tolerance.Investment Advice: Provide recommendations on investment strategies and asset allocation tailored to clients' goals, risk tolerance, and investment timeline.Risk Management: Assess and mitigate financial risks by recommending appropriate insurance coverage, such as life insurance, disability insurance, and long-term care insurance.Tax Planning: Optimize clients' tax efficiency through strategies such as tax-loss harvesting, retirement account contributions, and structuring investments in tax-advantaged accounts.Estate Planning: Collaborate with clients and their legal advisors to develop estate plans that minimize taxes, preserve wealth, and ensure smooth wealth transfer to future generations.Financial Education: Educate clients on financial concepts, investment principles, and market dynamics to empower them to make informed decisions and take control of their financial future.Regular Review: Conduct periodic reviews of clients' financial plans and portfolios to assess progress towards goals, adjust strategies as needed, and incorporate any changes in clients' circumstances or market conditions.Compliance: Ensure compliance with all relevant regulations, laws, and industry standards governing financial planning and advisory services.Business development: lead generation and developing relationships to identify and recruit future clients. Qualifications:Bachelor's degree in finance, economics, accounting, business, or a related field. Advanced degrees such as MBA or Certified Financial Planner (CFP) designation are preferred.Professional certifications, such as CFP, Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), demonstrating expertise in financial planning and advisory services.Strong analytical skills, attention to detail, and proficiency in financial modeling and planning software.Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.Knowledge of financial markets, investment products, tax regulations, and estate planning principles.Ethical conduct, integrity, and commitment to acting in the best interests of clients.Series 65 or series 66 license.

Position: Financial AnalystLocation: 100% Remote - Midwest and West Coast candidates only pleaseSalary: $50-70 per hour W2 employmentDuration: 6 monthsMust have EHR System experienceJob Summary:Provides financial analysis and management planning support. Reviews, reconciles and analyzes data to insure financial integrity of information reported and identification of trends. Monitor and reconcile statements and participate in the reconciliation of accounts. Provides independent analysis to leadership regarding financial results and identification of potential improvements.Job Requirements:Education and Work Experience:• Associate's/Technical Degree in accounting, finance, business administration or equivalent combination of education/related experience: Required• Bachelor's Degree in accounting, finance, business administration or equivalent combination of education/related experience: Preferred• Three years' relevant experience: Preferred• One year's experience in accounting or finance: PreferredLicenses/Certifications:• Certified Public Accountant (CPA): PreferredEssential Functions:• Develops and maintains financial analysis tools and reporting, daily productivity dashboards, and trend and forecast reporting's. Participates in the monthly accounting close functions, annual budgeting process and balance sheet reconciliations.• Provides support with contract and reimbursement modeling. Assists in yearly budgeting through development of supporting data, compilation of information and important to budgeting system.• Monitors reports to ensure data quality. Processes, enhances, and acquires technical skills to work with database and business intelligence systems.• Performs other job-related duties as assigned.