Accounting Associate - Financial Operations

PeachCap Inc.; Atlanta (GA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid work schedule

Unlimited paid time off

Bonus opportunities

401(k) with employer match

QSEHRA health premium reimbursement

Professional development

Job summary

PeachCap Inc. in Atlanta seeks a Financial Operations Accounting Associate to support month-end close, accounts payable/receivable, and back-office Broker-Dealer and RIA duties.

The role requires a Bachelor's degree in Accounting, Finance, or related field, proficiency with Excel, PowerPoint and Word, and strong analytical and communication skills; FINRA SIE exam is expected after hire. We offer a hybrid work schedule, generous PTO, a 401(k) plan with employer match, and opportunities for

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience with cloud-based accounting software (Sage Intacct is a plus).
• Proficient in Excel, PowerPoint, and Word.
• Strong analytical and problem-solving skills.

Responsibilities

• Support month-end and year-end close processes.
• Prepare and analyze financial statements and internal reports.
• Manage accounts payable and vendor relationships and communication.
• Oversee accounts receivable and collection efforts.
• Process commissions and fees for Broker-Dealer and RIA operations.
• Assist with payroll processing.
• Contribute to audit preparation and external audit support.
• Support client accounting functions as needed.

Skills

Analytical thinking

Problem solving

Attention to detail

Communication

Team collaboration

Time management

Education

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

Tools

Sage Intacct

Excel

PowerPoint

Word

Job description

About Us PeachCap is a multi-disciplinary financial services firm integrating Tax, Accounting, and Wealth Management to provide clients with comprehensive financial guidance. As a CPA Firm, Broker-Dealer, and Registered Investment Advisor (RIA), we offer a full range of services, including Tax Planning and Preparation, Asset Management, Retirement Planning, Accounting, and Payroll. Our collaborative structure between Tax and Wealth Advisors allows us to deliver strategic, personalized solutions that support both immediate and long-term client goals. Position Summary The Financial Operations Accounting Associate will perform various financial and accounting tasks to ensure timely and accurate financial reporting. Responsibilities will include assisting with month-end and year-end close activities, financial analysis, accounts payable & receivable, back-office Broker-Dealer and RIA commission and fee duties, internal management reporting and operational accounting/reporting support. The ideal candidate will be detail oriented, organized, and capable of managing multiple tasks while meeting deadlines. To ensure the Financial Operations Accounting Associate has basic knowledge of the securities industry, candidate will be expected to pass the FINRA SIE exam upon hire.

Key Responsibilities

• Support month-end and year-end close processes
• Prepare and analyze financial statements and create internal reports
• Manage accounts payable and facilitate vendor relationships and communication
• Oversee accounts receivable and collection efforts
• Process commissions and fees for Broker Dealer and RIA operations (daily, weekly, monthly, and quarterly basis)
• Assist with payroll processing
• Contribute to audit preparation and external audit support
• Support client accounting functions as needed

Qualifications and Required

• Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
• Experience with cloud-based accounting software (Sage Intacct is a plus)
• Proficient in Excel, PowerPoint, and Word
• Strong analytical and problem-solving skills
• Excellent communication and relationship-building abilities
• Flexible and collaborative team player with a proactive mindset

Benefits

• Monthly reimbursement for eligible health insurance premiums provided through a QSEHRA
• Hybrid work schedule
• Unlimited paid time off and holidays
• Bonus Opportunities
• 401(k) plan with employer match
• Opportunities for professional development
• *Salary will be based on experience
• Job Type: Full-time

Pay

$45,000 - $55,000 annually