Senior Accountant

PEI Global Partners; Tampa (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Disability insurance

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Vision insurance

Work from home

Job summary

A boutique investment bank is seeking a Senior Accountant based in the Tampa Bay area. The successful candidate will manage internal financial operations, overseeing accounting and reporting functions while collaborating with various stakeholders. Qualifications include a CPA, relevant degree in Accounting or Finance, and a minimum of 5 years of experience in the financial sector. Attractive benefits and a full-time position are offered.

Qualifications

• Minimum of 5 years of accounting experience, preferably in investment banking or financial services.
• CPA certification required.
• Detail-oriented with strong communication skills.

Responsibilities

• Manage full-cycle accounting and general ledger management.
• Prepare and analyze financial statements and reporting.
• Coordinate tax preparation with external CPA firms.

Skills

Accounting

Financial Reporting

QuickBooks

Excel

Regulatory Compliance

Communication Skills

Education

Bachelor’s or Master’s in Accounting or Finance

Tools

QuickBooks

Job description

Position Overview

At PEI Global Partners, a boutique investment bank specializing in power, renewable energy, midstream, and sustainable infrastructure transactions, we are looking for a Senior Accountant to manage our internal financial operations. The role will lead accounting, financial controls, and reporting functions while collaborating closely with leadership, external auditors, and legal/tax advisors.

Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $140,000.00/yr

Key Responsibilities

• Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiaries.
• Prepare and analyze financial statements, consolidated reporting, and partnership allocations.
• Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals.
• Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent.
• Track transaction-based revenue streams from M&A and financing advisory fees, and fees linked to carry/incentive structures.
• Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy.
• Manage tax preparation coordination with external CPA firms, including K‑1s, federal/state returns, and compliance filings for multiple entities.
• Oversee payroll, benefits accounting, A/P, A/R, vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses.
• Support audit preparation, internal controls development, and process documentation.
• Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans.

Qualifications

• Must be located in the Tampa Bay area.
• Bachelor’s or Master’s in Accounting, Finance, or related field (CPA required).
• 5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services.
• Prior FINRA/SEC compliance reporting or experience in broker‑dealer accounting is a major plus.
• Series 79 or willing to obtain within 5-6 months of hire.
• High proficiency in QuickBooks, Excel, and financial reporting tools (experience implementing new systems a plus).
• Detail‑oriented with exceptional communication skills, a proactive mindset and an ownership mentality.

How to Apply

Submit your resume and a brief cover letter outlining your relevant accounting experience via Indeed or email [e-mail].

Job Type: Full‑time

• 401(k)
• 401(k) matching
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home