Senior Accountant

Bell & Associates, Inc.; Beloit (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Bell & Associates, Inc. seeks a Senior Accountant for its Beloit, WI office in the investment and financial services space. This role offers exposure across multiple entities and hands-on mentorship from senior financial leadership.

Open to candidates from public accounting, corporate accounting, investment accounting, or fund accounting; prior investment experience is a plus but not required. This is a full‑time, on‑site position with growth opportunities.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1–5 years of accounting experience.
• Experience in public accounting (audit or tax), corporate accounting, financial services, or investment/fund accounting.
• Strong accounting fundamentals and analytical skills.
• Proficiency in Microsoft Excel.
• Detail-oriented, organized, and eager to learn.
• CPA or progress toward CPA is a plus, but not required.
• Prior investment accounting experience is preferred but not required.

Responsibilities

• Support monthly, quarterly, and annual financial close processes.
• Prepare journal entries, accruals, reconciliations, and supporting schedules.
• Maintain general ledger activity and financial records across multiple entities.
• Assist with financial statement preparation, management reporting, and financial analysis.
• Support cash management, forecasting, and account reconciliations.
• Assist with accounting and reporting related to various financial and investment activities.
• Coordinate with external accounting and tax professionals.
• Participate in special projects, process improvements, and additional financial analysis.

Skills

Excel proficiency

Accounting fundamentals

Analytical skills

Education

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

Tools

Microsoft Excel

Job description

Senior Accountant – Investment & Financial Services

About the Opportunity

We are partnering with a well-established, privately held organization in the investment and financial services space to identify a Senior Accountant for its Beloit, WI office.

This is an excellent opportunity for an early-career accounting professional looking to gain exposure beyond traditional corporate accounting. The organization manages a diversified mix of financial and investment-related activities, providing the opportunity to work across multiple entities and gain experience in a unique accounting environment.

The position offers direct exposure to senior financial leadership, hands‑on mentorship, and the opportunity to take on additional responsibilities as you grow.

Our client is open to candidates coming from public accounting (audit or tax), corporate accounting, investment accounting, or fund accounting. Prior investment experience is a plus, but not required.

Key Responsibilities

• Support monthly, quarterly, and annual financial close processes.
• Prepare journal entries, accruals, reconciliations, and supporting schedules.
• Maintain general ledger activity and financial records across multiple entities.
• Assist with financial statement preparation, management reporting, and financial analysis.
• Support cash management, forecasting, and account reconciliations.
• Assist with accounting and reporting related to various financial and investment activities.
• Coordinate with external accounting and tax professionals.
• Participate in special projects, process improvements, and additional financial analysis.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1–5 years of accounting experience.
• Experience in public accounting (audit or tax), corporate accounting, financial services, or investment/fund accounting.
• Strong accounting fundamentals and analytical skills.
• Proficiency in Microsoft Excel.
• Detail-oriented, organized, and eager to learn.
• CPA or progress toward CPA is a plus, but not required.
• Prior investment accounting experience is preferred but not required.