Senior

About the Senior Consultant Role

A Senior Consultant provides clients with a skilled accounting professional ready to tackle complex projects and contribute immediately. With 2-4 years of experience, our Senior Consultants offer a balance of technical expertise and adaptability, making them a valuable asset for clients needing short-term support or specialized skills. Leveraging CX's rigorous training and development program along with access to a library of robust templates and AI tools, they deliver effective solutions tailored to each client's unique needs.

By engaging a Senior Consultant from CX, clients gain a cost-effective solution for managing workload fluctuations, special projects, or temporary staffing gaps, while maintaining the highest standards of accounting practices.

Interim Roles a CX Senior Consultant Can Fill

CX's Senior Consultants are versatile, high-skill professionals capable of filling various interim financial and operational roles. Their expertise and adaptability allow them to seamlessly integrate into diverse business environments, providing immediate value across a range of specialized functions:

Interim M&A Specialist

Leveraging their financial acumen and project management skills, Senior Consultants can support due diligence processes and facilitate smooth integrations during mergers and acquisitions.

Senior Accountant

Senior Consultants bring a wealth of technical accounting knowledge, enabling them to manage complex financial reporting, reconciliations, and month-end close processes with precision.

Accounting Manager

Drawing on their leadership potential and comprehensive understanding of accounting principles, Senior Consultants can effectively oversee accounting teams and streamline financial operations.

Our Core Values

Competent

Independently perform or own, review, coach all tasks

Act independently and formulate views on issues, perform analyses and produce high-quality deliverables while leveraging other team members.
Able to lead and train junior team and client team members on less complex tasks or capabilities.
Manage own workstreams and projects effectively and efficiently based on client expectations.
Demonstrate appropriate understanding of work product.
Developing project management skills including the ability to develop project plans, manage actions, track risks, etc.

Likeable

Working to find things in common, attention to positives, and commitment to growing the personal brand of others. A willingness to be on the same team or tribe with another

Effective delivery of written or verbal messages.
Prepare, facilitate, and participate in crucial meetings.
Explain objectives when assigning team members work, and ensure assigned work is completed timely.
Build deeper client relationships.
Create positive interactions with client team.
Focus on positive, clear, and concise business communications, both written and verbal. (Excel, Word, PowerPoint, Slack, email, Zoom, etc.)

Disciplined

Strong project management; reliable and organized; hardworking

Clear and concise written deliverables to clients.
Understand your audience and choose appropriate communication style to effectively deliver messages.
Participate in identifying, monitoring, and resolving client issues.
Ensure delegated tasks to others are completed timely and with the expected level of quality.

Courageous

Motivated by new and/or difficult situations; energized by meeting new people and building relationships; confront and overcome obstacles; high emotional intelligence, stays calm in stressful situations, net stress reducer

Represent yourself, team members, and individuals you report to (‘representative behavior’).
Develop multiple new capabilities with enthusiasm.
Balance team objectives with personal objectives.
Start leading difficult conversations.
Understand when to take an active role in escalating issues to client.

Senior Consultant

About the Senior Consultant Role

Interim Roles a CX Senior Consultant Can Fill

Interim M&A Specialist

Senior Accountant

Accounting Manager

Our Core Values

Competent

Likeable

Disciplined

Courageous

Need to bridge gaps on your team? Partner with CX. We can help.

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