Hybrid Entry-Level BMFO Specialist

Citrin Cooperman; Los Angeles (CA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Hybrid position

Job summary

Citrin Cooperman is seeking an entry-level staff to join our Business Management & Family Office (BMFO) practice in California. This hybrid role supports Managers and Seniors on high net-worth clients and requires strong organization and communication skills.

You will prepare bank reconciliations, cash flow reports, and assist with billing, vendor issues, and general accounting tasks. A Bachelor’s degree in Business (Accounting/Finance) is preferred, with proficiency in QuickBooks and Microsoft

Qualifications

• Bachelor’s degree preferably in Business (Accounting, Finance, Business Management).
• Strong written, verbal and interpersonal skills.
• Ability to multi-task and shift focus as needed.
• Knowledge of QuickBooks and/or Agi link, Data faction a plus

Responsibilities

• Support and assist the Managers and Seniors on assigned entertainment, music, sports, and high net-worth clients.
• Prepare Bank reconciliations.
• Prepare monthly cash basis financial reports and/or cash flow reports.
• Pay client bills.
• Credit Card expense analysis for proper coding.
• Update performance registers.
• Resolve vendor issues.
• Update billing worksheets.

Skills

Communication skills

Multi-tasking

Attention to detail

Interpersonal skills

Education

Bachelor’s degree in Business (Accounting, Finance, Business Management)

Tools

QuickBooks

Agi link

Data faction

Microsoft Office

Job description

Citrin Cooperman is seeking an entry-level staff to join our Business Management & Family Office (BMFO) practice in California. This hybrid role supports Managers and Seniors on high net-worth clients and requires strong organization and communication skills.

You will prepare bank reconciliations, cash flow reports, and assist with billing, vendor issues, and general accounting tasks. A Bachelor’s degree in Business (Accounting/Finance) is preferred, with proficiency in QuickBooks and Microsoft