Accounting Analyst

Simon Quick Advisors, LLC; Morristown (TN); Hybrid; USD 67,500 - 82,500; Full time

Job summary

A financial advisory firm in Morristown is seeking an Accounting Analyst to support finance and accounting operations. This entry-level position requires attention to detail and a bachelor’s degree in Accounting or Finance. Core responsibilities include aiding in the monthly financial close, processing invoices, and reconciliation tasks. Ideal candidates will have 1-2 years of experience and knowledge of Microsoft Excel. The role offers a hybrid working environment with opportunities for learning and professional growth.

Qualifications

• 1-2 years of relevant experience.
• Interest in pursuing further accounting or finance education is a plus.
• Clear, professional written and verbal communication skills.

Responsibilities

• Support the monthly financial close process.
• Assist with investment and bank account reconciliations.
• Support accounts payable and receivable processes.
• Coordinate with internal teams and external partners.

Skills

Attention to Detail

Analytical Curiosity

Time Management

Collaboration

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Microsoft Excel

QuickBooks

Job description

Company Description

Simon Quick Advisors is an independent, employee‑owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.

Company & Position

Company: Simon Quick Advisors

Position: Accounting Analyst (Hybrid)

Location: Morristown, NJ

Compensation: Starting at $75,000

Mission of the Position

The Finance/Accounting Analyst is an entry‑level role that supports the Finance and Accounting team with day‑to‑day financial and accounting activities. This position is designed for someone early in their career who is eager to learn, develop technical skills, and grow within a financial services environment while contributing to accurate financial reporting and operations.

Top Accountabilities

1. Support the monthly financial close process
   1. Deliverable: Assist with the preparation of journal entries, account reconciliations, and basic financial reports under the guidance of senior team members.
2. Assist with investment and bank account reconciliations
   1. Deliverable: Help complete daily and monthly reconciliations accurately and on time, escalating questions or discrepancies as needed.
3. Support accounts payable and receivable processes
   1. Deliverable: Assist with processing invoices, payments, and receivables using Bill.com and QuickBooks.
4. Support client billing operations
   1. Deliverable: Assist with preparing, delivering, and recording client invoices during each billing cycle.
5. Coordinate with internal teams and external partners
   1. Deliverable: Provide administrative and reporting support related to tax filings, audits, and third‑party accounting relationships.

Other Duties & Responsibilities

• Assist with monthly financial statement preparation (Balance Sheet and Profit & Loss).
• Help verify daily cash activity and support wire and ACH preparation.
• Support expense reporting through Expensify.
• Assist with quarterly investment reporting and summaries.
• Support billing setup and coordination with client‑facing teams.
• Participate in ad‑hoc projects and analyses as part of ongoing learning and development.

Key Criteria/Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of relevant experience.
• CPA not required; interest in pursuing further accounting or finance education is a plus.
• Working knowledge of Microsoft Excel; exposure to QuickBooks or similar systems is helpful but not required.
• Strong attention to detail and willingness to learn new systems and processes.
• Ability to manage tasks, meet deadlines, and ask questions when clarification is needed.
• Clear, professional written and verbal communication skills.

Key Competencies

• Attention to Detail: Demonstrates care and accuracy in financial and administrative tasks.
• Accountability: Follows through on assigned responsibilities and deadlines.
• Analytical Curiosity: Seeks to understand financial data and how it supports the business.
• Process Awareness: Learns and follows established procedures and workflows.
• Collaboration: Works well with teammates and external partners.
• Integrity: Handles confidential information responsibly.
• Adaptability: Open to feedback, learning, and evolving responsibilities.
• Time Management: Prioritizes tasks effectively with guidance from the team.
• Technical Learning: Builds proficiency in financial systems and tools.
• Client & Firm Focus: Understands how accurate financial work supports clients and firm success.

Physical Requirements

• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.