Staff Accountant

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

River Bend Administration, LLC in Naples, FL is seeking a Staff Accountant to join the Accounting team. The role supports fiduciary reporting for the FTC and related trusts, collaborating with Senior Accountants, the Accounting Manager, and other family advisory teams.

The Staff Accountant will reconcile general ledgers and bank accounts, manage cash balances, and assist with quarter/year-end closings and financial statements.

Qualifications

• Bachelor's degree in accounting or related field is required.
• Strong technical skills with general ledger systems and Office365 (Excel, SharePoint) are essential.

Responsibilities

• Reconciling general ledger and bank accounts.
• Maintaining cash balances and overseeing cash activity with input to accounting software.
• Preparing quarter and year-end closing tasks and assisting in financial statement preparation.
• Preparing fiduciary accountings to meet regulatory requirements.
• Coordinating with staff on finance projects and providing information to other departments.
• Analyzing and recommending process improvements.
• Performing other duties to support the accounting team.

Skills

General ledger systems

Excel

SharePoint

Office365

Accounting software

Education

Bachelor's degree in accounting or related field

Tools

Microsoft Business Central

Job description

Overview

Position: Staff Accountant

Entity: River Bend Administration, LLC

Department: Accounting

Reports to: Accounting Manager

Location: Naples, FL

About the Position

River Bend Administration is seeking a skilled, highly motivated, and analytical individual to join the organization as a Staff Accountant. River Bend offers a unique opportunity to acquire immediate experience working on highly sophisticated matters in a supportive and collegial office environment. Recent graduates are welcome to apply. This is a great opportunity for the right person to help build a growing organization. This position reports directly to the Accounting Manager and works collaboratively with the other members of the accounting team.

About River Bend Administration, LLC

River Bend Administration is an affiliate of River Bend Holdings, a private family trust company serving the trust administration needs of the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton's family. This is an exciting time to be part of this world class team.

What you will do

The Staff Accountant will work collaboratively with the Senior Accountants, the Accounting Manager, the Managing Director of Accounting, other members of the existing family trust company ("FTC") team, and other family advisory teams to perform the accounting and fiduciary reporting functions for the FTC. Responsibilities and duties include:

• Reconciling general ledger and bank accounts
• Maintaining cash balances and overseeing cash activity, including coordinating with various associates to ensure timely payment and high-quality input to accounting software
• Preparing quarter and year-end closing tasks and assisting in preparation of financial statements and related schedules for the FTC's trusts and entities
• Preparing annual fiduciary accountings to meet family and regulatory requirements
• Coordinating with other staff to provide support for other finance and accounting projects
• Providing schedules and information to other departments as needed
• Analyzing and preparing recommendations to management on process improvement
• Performing other duties as required and necessary to accomplish goals and objectives

Personal attributes

The Staff Accountant should ideally possess the following attributes:

• You are results oriented and exercise sound judgment in your work
• You are dedicated to achieving excellence and work with others to tackle the tasks at hand
• Have strong mathematical, accounting, and analytical skills
• You are helpful, a team player, and show respect while collaborating with others
• A lifelong learner, who is inquisitive and solves problems with strategic thinking and innovation
• Excellent organizational, problem solving, communication and interpersonal skills
• Excellent project management skills

Qualifications

Requirements

• Bachelor's degree in accounting or related field
• Strong technical skills, including knowledge of general ledger systems and Office365 including Excel and SharePoint

Additional Experience

• One year of work experience or relevant internship in an accounting role within a corporate finance department, public accounting firm, family office, or family trust company
• Work experience in fiduciary accounting with a trust company, law firm, or family office
• Experience using Microsoft Business Central and SharePoint

All offers of employment are contingent on successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, drug screen and verification of being fully vaccinated for compliance with applicable company COVID-19 policies subject to any applicable exemption. You will also need to provide proper identification verifying eligibility to work in the United States on your first day of work.

EEO statement

River Bend Holdings is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.