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Job summary
A growing accounting and financial services firm is looking for a detail-oriented Senior Associate to join their Accounting & CFO Services team. This hybrid role provides exposure to various businesses and focuses on financial reporting and bookkeeping. Responsibilities include preparing financial statements, maintaining accurate bookkeeping, assisting in client communications, and collaborating with cross-functional teams. The ideal candidate has a bachelor's degree in Accounting or Finance, along with relevant experience, and is proficient in accounting software.
Qualifications
3–5+ years of experience in accounting/bookkeeping, prior public accounting experience a plus.
CPA or actively pursuing CPA preferred.
Experience with e-commerce, inventory, or SaaS platforms is a plus.
Responsibilities
Prepare and analyze financial statements, including balance sheets and income statements.
Maintain accurate bookkeeping for multiple clients.
Assist with client communications and meetings.
Collaborate with cross-functional teams.
Skills
Organizational skills
Communication skills
Client service skills
Microsoft Excel/Word proficiency
Education
Bachelor’s degree in Accounting, Finance, or related field
Tools
QuickBooks
Xero
NetSuite
Job description
A growing accounting and financial services firm is looking for a detail-oriented Senior Associate to join their Accounting & CFO Services team. This hybrid role provides exposure to various businesses and focuses on financial reporting and bookkeeping. Responsibilities include preparing financial statements, maintaining accurate bookkeeping, assisting in client communications, and collaborating with cross-functional teams. The ideal candidate has a bachelor's degree in Accounting or Finance, along with relevant experience, and is proficient in accounting software.