Accounting Analyst

The Coury Firm; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Professional development support

Life and disability insurance

Career advancement opportunities

Collaborative culture

Job summary

The Coury Firm is seeking an Accounting Analyst to support the Director of Accounting and Finance with day-to-day bookkeeping across the Firm. You will handle accounts payable/receivable, banking, reconciliations, and financial statement support.

This role offers a pathway to expand into budgeting, forecasting, and broader financial planning within a collaborative, client-focused family office environment.

Qualifications

• Prior bookkeeping or accounting experience, preferably within a professional services, financial services, or family office environment.
• Working knowledge of QuickBooks Online (or similar general ledger software).
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and building templates to automate recurring tasks.
• Experience utilizing AI tools to support or automate accounting and bookkeeping processes.
• Demonstrated interest in identifying and implementing process improvements and automation opportunities within the accounting function.
• Strong attention to detail and accuracy in data entry, reconciliations, and financial reporting.
• Ability to manage multiple recurring deadlines - daily, weekly, monthly, quarterly, and annual - across several entities.
• Strong organizational skills and the ability to maintain confidentiality of sensitive financial and personal information.
• Effective written and verbal communication skills.
• Ability to work collaboratively with the Director of Accounting and Finance and other internal and external stakeholders.
• Proficient in Microsoft Office Suite - Outlook, Word, PowerPoint.

Responsibilities

• Process vendor invoices and payments; maintain QuickBooks docs and resolve billing issues.
• Prepare client invoices across revenue lines (commission, retainer, AUM, OCIO, 401(k)).
• Process client check deposits and prepare quarterly AUM pre-billing reports and variance analysis.
• Monitor daily bank feeds and coding; maintain chart of accounts and clear unspecified P&L postings.
• Prepare monthly reconciliations and consolidate balance sheet, P&L, and cash flow reports.
• Perform entry-level variance analysis and help identify drivers of differences.
• Assist with 1099 preparation and provide information for external tax preparer.
• Review bank activity and support cash transfers and payroll-related payments.
• Prepare employee reimbursements and assist with management reporting and special projects.
• Evaluate automation opportunities to improve accounting processes.

Skills

Bookkeeping experience

AI in accounting

Data analysis

Attention to detail

Time management

Tools

QuickBooks Online

Microsoft Excel

AI tools

Job description

Accounting Analyst - The Coury Firm

COMPANY OVERVIEW

The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.

REPORTS TO:

The Accounting Analyst will report directly to the Director of Accounting and Finance or their designee.

POSITION SUMMARY:

The position of Accounting Analyst for The Coury Firm (the “Firm”) will be responsible for supporting the Firm’s Director of Accounting and Finance with the day-to-day accounting and bookkeeping functions across the Firm. Core responsibilities include managing the accounts payable and accounts receivable cycles, processing daily banking and cash management activity, preparing monthly reconciliations and financial statement support, and providing broader administrative support to the Firm’s accounting and operations functions.

This role is also a strong opportunity for a candidate who wants to build on the fundamentals of accounting and grow into the finance side of the department in an analyst capacity. Over time, the Accounting Analyst will take on increasing responsibility for variance analysis, budgeting, forecasting, and the preparation and review of financial statements, supporting the Firm's broader financial planning and reporting efforts.

This position requires working closely with the Director of Accounting and Finance and other members of the Firm’s accounting, operations, and HR/payroll functions, as well as with outside partners such as the Firm’s bank, to ensure the accurate and timely completion of the Firm’s day-to-day financial operations.

ESSENTIAL DUTIES & RESPONSIBILITIES

Accounts Payable & Receivable

• Process vendor invoices and payments through ACH, check, or American Express;maintainsupporting documentation in QuickBooks and resolve billing issues.
• Prepare recurring and ad hoc client invoices across the Firm’s revenue lines, including commission, retainer, AUM, OCIO, 401(k), and other applicable billings.
• Process client check deposits, distribute commission statements, and prepare quarterly AUM pre-billing reports and variance analysis.

General Accounting & Financial Reporting

• Monitor daily bank feeds and coding,maintainthe chart of accounts, and clear unspecified profit and loss postings.
• Prepare monthly bank and American Express reconciliations and formatconsolidatedbalance sheet, profit and loss, and cash flow reports.
• Perform entry-level variance analysis by comparing actual results to budgets, forecasts, or prior periods and helping identify key drivers of differences.
• Support root-cause problem solving by researching discrepancies, asking thoughtful questions, and helping resolve accounting or reporting issues accurately.
• Assist with reviewing and preparing profit and loss statements and the three core financial statements, including the income statement, balance sheet, and cash flow statement.
• Assistwith annual 1099 preparation and provide financial information requested by the Firm’s external tax preparer.

Banking & Treasury Management

• Review bank activity, prepare daily cash transfers and deposits, and producethe weeklycashreport.
• Support check, wire, payroll, and other paymentactivity, including quarterly advisor payout schedules.

Administrative & Process Support

• Prepare employee expense and mileage reimbursements,COBRAand miscellaneous invoices.
• Coordinate documents, support management reporting, andassistwith special accounting and operational projects.
• Identifymanual or recurring tasks suitable for improvement; build andmaintainExcel templates, formulas, pivot tables, and other streamlined workflows.
• Evaluate and apply approved automation and AI tools to improve the speed, accuracy, and consistency of accounting processes.

QUALIFICATIONS:

The Accounting Analyst of the Firm must possess the following qualifications:

• Prior bookkeeping or accounting experience, preferably within a professional services, financial services, or family office environment.
• Working knowledge of QuickBooks Online (or similar general ledger software).
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and building templates to automate recurring tasks.
• Experience utilizing AI tools to support or automate accounting and bookkeeping processes.
• Demonstrated interest in identifying and implementing process improvements and automation opportunities within the accounting function.
• Strong attention to detail and accuracy in data entry, reconciliations, and financial reporting.
• Ability to manage multiple recurring deadlines - daily, weekly, monthly, quarterly, and annual - across several entities.
• Strong organizational skills and the ability to maintain confidentiality of sensitive financial and personal information.
• Effective written and verbal communication skills.
• Ability to work collaboratively with the Director of Accounting and Finance and other internal and external stakeholders.
• Proficient in Microsoft Office Suite - Outlook, Word, PowerPoint.

PROFESSIONAL QUALITIES & FOUNDING PRINCIPLES

The Sr. Client Service Associate must possess the following characteristics and principles:

• Leadership: The ability to direct and contribute to initiatives and processes within the organization.
• Ethical Practice: The ability to integrate core values, integrity, trustworthiness, and accountability throughout all organizational and business practices.
• Effective Communication: The ability to effectively cooperate and exchange information with stakeholders, staff, and clients.
• Critical Evaluation: The ability to interpret information to make business decisions and recommendations.
• Global & Cultural Sensitivity and Effectiveness: The ability to value and consider the backgrounds and perspectives of all parties.
• Relationship Management: The ability to manage interactions to provide service and to support the organization and its clients.
• Business Acumen: The ability to understand and apply information that can contribute to the organization's strategic plan.

BENEFITS

At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.

Our benefits include:

• Competitive base salary with performance-based bonus opportunities
• Comprehensive medical, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (PTO) and paid holidays
• Continuing education and professional development support
• Life and disability insurance
• Opportunities for career advancement within a growing,entrepreneurial firm
• Collaborative, team-oriented work culture

FOUNDING PRINCIPLES

Unwavening Integrity - be ethical in everything you do

Tenacious work ethic - Always be prepared and one step ahead

Selfless Service - Act with selflessness, caring humility and passion

Strong Leadership - Do what is right, and not just what is easy

Devotion to Education - Be committed to personal client continued education

OUR CULTURE

At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. Every team member plays a critical role in delivering exceptional outcomes for our clients.

Equal Opportunity Employer

The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.