Financial Analyst/Accountant

Hedgeye Risk Management, LLC; Stamford (CT); On-site; USD 70,000 - 85,000; Full time

Job summary

A leading company in investment research is seeking a Financial Analyst/Accountant to ensure the accuracy of financial data. This role involves daily transaction recording, bank reconciliations, and collaboration with internal teams to streamline processes. The ideal candidate will have a Bachelor's degree in Accounting or Finance, strong Excel skills, and a resourceful mindset. The position offers a competitive salary and comprehensive benefits.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401K plan with Roth options

Flexible Time Off

Summer half-day Fridays

Professional Development

Qualifications

• Minimum 2 years of relevant accounting/finance experience.
• Strong Excel skills including pivot tables and formulas.

Responsibilities

• Record daily financial transactions and maintain accurate account balances.
• Support quarterly invoicing and revenue allocation in partnership with the sales team.
• Prepare documentation for annual audits.

Skills

Excel

Attention to Detail

Communication

Organizational Skills

Resourcefulness

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

QuickBooks

Job description

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Hedgeye Risk Management is seeking a highly organized, resourceful, and self-driven Financial Analyst/Accountant to join our dynamic finance team. In this hands-on role, you’ll be essential to ensuring the accuracy and integrity of our financial data. You’ll own critical day-to-day accounting functions, collaborate with internal teams, and identify opportunities to streamline and automate processes. We’re looking for someone who brings sound judgment, initiative, and a solutions-oriented mindset.

In This Role, You Will

• Record daily financial transactions, including cash receipts, A/P, and GL entries
• Own monthly bank reconciliations and maintain accurate account balances
• Support quarterly invoicing and revenue allocation in partnership with the sales team
• Process vendor payments via ACH and wire transfers
• Contribute to quarter-end close including accruals, allocations, and journal entries
• Monitor A/R and assist with monthly collections follow-ups
• Help implement a budgeting process and identify areas for automation
• Prepare documentation for annual audits and support financial statement preparation
• Develop and maintain internal financial reports
• Provide analytical support on special projects and ad hoc financial analysis
  
  

ABOUT YOU:

• Bachelor’s degree in Accounting, Finance, or related field (GPA 3.0+)
• Minimum 2 years of relevant accounting/finance experience
• Strong Excel skills (pivot tables, formulas, analysis)
• Working knowledge of QuickBooks or similar accounting software
• Excellent attention to detail, communication, and organizational skills
• Resourceful, initiative-taking mindset
• CPA preferred, but not required
  
  

WHAT WE OFFER:

• Annual Salary: $70,000 - $85,000
• Bonus: This position is eligible for a discretionary bonus
• Benefits: Comprehensive package including health, dental and vision insurance
• Retirement: 401K plan with Roth options
• PTO: Flexible Time Off and Summer half-day Fridays
• Professional Development: Industry training and support for certification
  
  

Equal employment opportunities are available to all applicants and team members without regard to race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status or any other applicable characteristics protected by law. All employment is decided on the basis of qualifications, merit and business need.

We use E-Verify to confirm the identity and employment eligibility of all new hires. Please note that we do not use this information to pre-screen candidates. For detailed information on E-Verify, go to www.uscis.gov.

About Hedgeye: We are a leading provider of actionable independent investment research and a premier online financial media company. At our core, we are a results-driven, constantly evolving, entrepreneurial company committed to intelligent expansion.

Hedgeye is committed to unwavering Transparency, Accountability and Trust.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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