Senior Associate

SNI Financial; Texas; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

3 weeks PTO

Paid medical/dental

Catered lunches

Free parking

401(k) match

Job summary

SNI Financial, in partnership with a leading global private equity firm, seeks a Senior Associate to join its Accounting & Finance team in Texas. This role offers a pathway from traditional public accounting into private equity, with exposure to sophisticated financial analysis and deal-related reporting.

You will split your time 50% in accounting and 50% in operational finance, collaborating with senior leaders, Deal Teams, Legal, and Compliance.

Qualifications

• 3–5 years of public accounting experience (Big 4 or large regional firm preferred).
• CPA or CPA exam progress preferred
• Financial services experience a plus; broker-dealer experience not required
• Strong accounting, analytical, and communication skills

Responsibilities

• Prepare financial statements, regulatory reports, and filings
• Support general ledger accounting, journal entries, reconciliations, and month-end/quarter-end close
• Assist with net capital calculations, liquidity analysis, and cash forecasting
• Support trade execution, transaction settlements, and revenue accounting
• Partner with internal teams and external auditors on financial reporting, SOX controls, and regulatory compliance
• Identify opportunities to improve accounting processes and operational efficiencies

Skills

Public accounting

Big 4 experience

CPA exam progress

Education

CPA certification progress

Job description

SNI Financial has partnered with a leading global private equity and alternative investment management firm to identify a Senior Associate to join its growing Accounting & Finance team.

This is an exciting opportunity for a public accounting professional looking to transition into the private equity industry and gain exposure beyond traditional accounting.

Key Responsibilities:

• Prepare financial statements, regulatory reports, and filings
• Support general ledger accounting, journal entries, reconciliations, and month-end/quarter-end close
• Assist with net capital calculations, liquidity analysis, and cash forecasting
• Support trade execution, transaction settlements, and revenue accounting
• Partner with internal teams and external auditors on financial reporting, SOX controls, and regulatory compliance
• Identify opportunities to improve accounting processes and operational efficiencies

Ideal Background:

• 3–5 years of public accounting experience (Big 4 or large regional firm preferred)
• CPA or CPA exam progress preferred
• Financial services experience a plus; broker-dealer experience not required
• Strong accounting, analytical, and communication skills

Why Consider This Opportunity?

• Career Growth: Newly created role with strong advancement opportunities
• Unique Exposure: 50% accounting and 50% operational finance
• High Visibility: Collaborate with senior leadership, Deal Teams, Legal, and Compliance
• Excellent Benefits: 3 weeks PTO, paid medical/dental, catered lunches, and free parking
• Retirement: 401(k) match plus an additional discretionary contribution

Ready to make the move from public accounting into private equity?