A growing accounting and financial services firm is seeking a detail-oriented Senior Associate to join their Accounting & CFO Services team. The role offers exposure to a variety of businesses across industries and stages, contributing to their financial reporting, bookkeeping, and overall financial health. This is a hybrid role with a mix of in-office and remote work.
Key Responsibilities
- Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
- Maintain accurate bookkeeping for multiple clients, including reconciliations, journal entries, and tax prep support.
- Assist with client communications, meetings, and financial performance discussions.
- Collaborate with cross-functional teams to support integrated client services.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- 3–5+ years of experience in accounting/bookkeeping; prior public accounting experience a plus.
- CPA or actively pursuing CPA preferred.
- Strong organizational, communication, and client service skills.
- Proficiency in Microsoft Excel/Word and accounting software (QuickBooks, Xero, NetSuite, or similar). Experience with e-commerce, inventory, or SaaS platforms a plus.