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Benefits offered by this job
Medical, Dental, and Vision insurance
Health and Flexible Savings Accounts
401(k) plan
Paid time off
Job summary
A financial services firm is seeking a skilled Senior Associate for its Accounting & CFO Services team. The ideal candidate will prepare financial statements, maintain multiple clients' records, and ensure accurate reporting. Strong client relations, organizational skills, and a background in accounting are essential. This hybrid position offers competitive compensation and a collaborative environment. Join a diverse team committed to excellence.
Qualifications
3-5+ years in accounting/bookkeeping or finance.
Prior experience in public accounting preferred.
Ability to manage multiple clients/projects and deadlines.
Responsibilities
Prepare financial statements and reports for clients.
Maintain accurate financial records and reconcile statements.
Assist clients with financial queries and provide recommendations.
Collaborate with other departments for integrated services.
Skills
Client relationship management
Organizational skills
Communication skills
Attention to detail
Education
Bachelor's degree in Accounting or Finance
Tools
Microsoft Excel
QuickBooks
Xero
NetSuite
Job description
A financial services firm is seeking a skilled Senior Associate for its Accounting & CFO Services team. The ideal candidate will prepare financial statements, maintain multiple clients' records, and ensure accurate reporting. Strong client relations, organizational skills, and a background in accounting are essential. This hybrid position offers competitive compensation and a collaborative environment. Join a diverse team committed to excellence.