Associate, Financial Reporting & Multi-Entity Accounting

ZipApply; Atlanta (GA); Hybrid; USD 65,000 - 80,000; Full time

Job summary

Pathstone, a growing wealth management firm in Atlanta, seeks an Associate, Accounting & Financial Reporting to support multi-entity close cycles, draft consolidated reports, and ensure data integrity across client entities. You will contribute to variance analysis for investments and coordinates with Advisory, Tax, and Reporting teams.

The role emphasizes accuracy, teamwork, and ownership mindset in a fast-paced environment, with focus on developing expertise in family office accounting and

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 1-3+ years of experience in public accounting, family office, or financial services is preferred.
• Exposure to multi-entity or partnership accounting is preferred.

Responsibilities

• Support monthly, quarterly, and annual close processes across multi-entity structures.
• Prepare draft entity-level and consolidated financial reports for review.
• Assist in ensuring accuracy and alignment across client entities and reporting periods.
• Perform variance analysis and support explanation preparation for investments and partnerships.
• Reconcile investment activity between custodians and general ledger.
• Support intercompany accounting and reconciliation across client entities.
• Maintain accurate financial data within Sage Intacct or similar systems.
• Assist with ad hoc reporting and analysis requests.

Skills

Excel

Attention to detail

Multi-tasking

Communication

Teamwork

Ownership mindset

Education

Bachelor's degree in Accounting/Finance

Tools

Sage Intacct

Job description

Pathstone, a growing wealth management firm in Atlanta, seeks an Associate, Accounting & Financial Reporting to support multi-entity close cycles, draft consolidated reports, and ensure data integrity across client entities. You will contribute to variance analysis for investments and coordinates with Advisory, Tax, and Reporting teams.

The role emphasizes accuracy, teamwork, and ownership mindset in a fast-paced environment, with focus on developing expertise in family office accounting and