Senior Finance Associate

Grant Morgan; Washington (District of Columbia); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Paid parking

Flexible hybrid work schedule

Job summary

Grant Morgan seeks a Finance Associate / Senior Accountant in Washington, D.C. to provide hands-on accounting and financial support across a sophisticated, multi-entity portfolio including operating businesses, real estate, and trusts.

You will prepare statements, manage ledgers, close processes, and assist with tax coordination. The role offers a flexible hybrid schedule and strong opportunities for growth within a highly regarded investment firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related business discipline.
• 3+ years of progressive, hands-on accounting experience.
• Strong understanding of accounting principles and financial reporting.
• Experience with accounting/ERP systems; Sage experience preferred.
• Strong Excel and Word skills.
• Excellent analytical, organizational, and problem-solving abilities.

Responsibilities

• Prepare financial statements and reports for multiple entities.
• Maintain general ledgers and day-to-day accounting operations.
• Manage reconciliations, journal entries, and month-end close.
• Support tax preparation and coordination with outside advisors.
• Provide financial analysis to senior management.
• Support cash management and other finance/operations activities.
• Handle confidential financial information with discretion.

Skills

Excel

Word

Analytical skills

Problem solving

Independent work

Education

Bachelor’s degree in Accounting/Finance

Tools

Sage

Job description

Our client is a highly successful, prominent boutique investment company headquartered in Washington, D.C. With more than 20 years of investment experience, the firm has built a diversified portfolio of assets and operating companies across the United States.

The organization is led by a stable, experienced, and highly regarded executive team and has established a professional, collaborative, and supportive work environment. The company values its employees and offers a quality, predictable work-life balance, including a flexible hybrid work schedule.

Position

Reporting to the senior financial management team, the Finance Associate / Senior Accountant will provide hands‑on accounting, financial, and operational support across a complex portfolio of entities and investments.

This is a highly visible, multi-entity position with exposure to a diverse range of activities, including operating businesses, real estate investments, private foundations, family trusts, and personal financial accounts.

Key responsibilities include:

• Prepare financial statements and financial reporting for multiple entities.
• Maintain accurate general ledgers and perform day-to-day accounting operations.
• Manage account reconciliations, journal entries, and month‑end close activities.
• Provide accounting and financial support across operating businesses, real estate entities, trusts, foundations, and other investments.
• Assist with tax preparation, compliance, and coordination with outside advisors.
• Perform financial analysis and provide information to senior financial management.
• Support cash management and other financial and operational activities as needed.
• Assist with special projects and ad hoc assignments across the organization.
• Maintain a high level of confidentiality when handling sensitive family, investment, and financial information.

Candidate Profile

The ideal candidate will be a hands‑on accounting professional who is comfortable working independently in a sophisticated, multi‑entity environment and enjoys variety in his or her responsibilities.

• Bachelor’s degree in Accounting, Finance, or a related business discipline preferred.
• 3+ years of progressive, hands‑on accounting experience.
• Strong understanding of accounting principles and financial reporting.
• Experience working with accounting/ERP systems; Sage experience is preferred.
• Strong Microsoft Excel and Microsoft Word skills.
• Excellent analytical, organizational, and problem‑solving abilities.
• Strong business acumen and practical common sense.
• Ability to work independently, prioritize effectively, and take ownership of responsibilities.
• Sound judgment and discretion when handling highly confidential financial and family information.
• High level of integrity, dependability, loyalty, and professionalism.

Competitive compensation commensurate with experience and qualifications, along with an excellent benefits package, including paid parking and a flexible hybrid work schedule.

This is an excellent opportunity for an accounting professional seeking a long‑term role with a highly respected investment organization, meaningful exposure to a sophisticated portfolio, and a stable, supportive work environment.