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Systems Analyst
Oxford, MS
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The Associate gives a new engagement its footing. In this role, you'll make sure every document we ask a client for actually comes in, every number is entered correctly, and nothing goes overlooked. It's detail-heavy work, and it matters: a clean, accurate data picture early in an engagement keeps everything downstream
financial models, technical research, the client presentation
moving on schedule. Your day-to-day work is directed by the Analyst. The Relationship Manager has the final call when priorities conflict, though that's the exception rather than the norm. This is also where your career at ACG begins
with real exposure across the engagement and a clear path to grow into the Analyst seat.
WHAT SUCCESS LOOKS LIKE
Nothing falls through the cracks. Every document you're tracking gets chased down and filed, every number you enter is accurate, and the Analyst can build on your work without needing to double-check it.
What You Will Own:
Document Intake & Follow-Through
Document Request List
enter the document request list into the client portal accurately and completely.
Chase to Close (Supporting Documents)
chase outstanding supporting documents needed for the engagement
bank statements, tax returns, trust and entity documents, investment and insurance statements
track every request to close, and keep an honest, current status the team can rely on.
AI-Assisted Document Review
use ACG's AI tools to help pre-screen, extract, and summarize incoming documents, flagging anything that needs a closer look so nothing important gets missed. Data & Modeling
Systems of Record & Data Accuracy
enter and maintain client data in the balance sheet, eMoney, AOS, and other systems of record, keeping it current and accurate throughout the engagement; flag anything that looks off before it becomes a problem downstream.
Status-Quo Model
build the firm's standard status-quo cash flow model and balance sheet using our templates. Deliverable & Analysis Support
Financial Modeling Support
assist with models and analyses
in Excel, HTML, or tools like Manus
that quantify scenarios, project cash flows, and show the impact of proposed strategies.
Client Presentations
help build clear, client-ready PowerPoint slides as directed by the Analyst.
as needed, with the same care and accuracy expected on everything you touch, from a quick data entry to a client-ready deck. Documentation & Meeting Support
Meeting Notes of Record
attend the pre-kickoff meeting and kickoff call; own the notes for these sessions, using the recorded transcript as backup to double-check accuracy; share notes out and add action items to AOS.
Supporting Documentation
keep supporting materials organized and audit-ready
label files clearly and flag the relevant passages.
Research Library
file completed research using consistent naming so the team can find and reuse it later.
Process Improvement
flag opportunities to improve workflow, documentation, or research processes where you see them. Growth Track (Building Toward Analyst)
Learn the Lifecycle
learn the full engagement lifecycle by doing real work across it from day one.
Build Technical Depth
grow your tax, financial, and modeling fundamentals toward Analyst-ready work.
Take on More
take on progressively more analytical work as your skills develop.
Own Your Development
ask good questions, follow through on commitments, and drive your own progression toward Analyst.
Professional Development
pursue additional education and certifications to support your growth path.
What We Are Looking For:
Required:
Education
Bachelor's degree (completed or in progress) in Accounting, Finance, Business Administration, or a related field.