Jr. Level Corporate Accounting Associate

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Premier strategic financial and advisory firm seeking Jr. Level Corporate Accounting Associate.

Company Information:

Strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits and foundations. Our company employs more than 600 professionals to help shape and drive our client’s financial strategies. Our team works closely with clients to understand their needs and deliver a tailored suite of services including strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.
We are a privately owned, SEC-registered investment advisor providing integrated strategic wealth management services to affluent individuals, families and entities. Our suite of services includes investment management and financial planning, CFO services and tax advisory and compliance.

• 100% funded health, vision, and dental insurance
• 401K plan with company match
• Generous PTO and paid holidays
• Philanthropic opportunities
• Discounted health club reimbursement

Job Description:
  • Performing basic bookkeeping functions on a daily, weekly, monthly basis; including:
  • Creating new vendors
  • Recording vendor invoices in the general ledger as accounts payable
  • Prepare payments (checks, ACH, wires) of vendor invoices and submit for review
  • Recording cash movement transactions from financial institutions
  • Record purchase of assets, capital improvements,
  • Prepare journal entries for payroll, accruals and prepaid expenses
  • Credit card statement processing – system input and review of supporting documentation
  • Meticulous maintenance of client files/records in shared network folders
  • Daily tracking and following up on transactions, including vendor maintenance
  • Completing vendor, credit and other applications on behalf of clients
  • Requesting completed W9 and NDA forms from vendors
  • Communicating with vendors and following up on inquiries
  • Processing 1099s
  • Collecting invoices for annual sales tax return
  • Responding promptly to client’s various requests
  • Familiarity with financial statements
  • Ad hoc analysis and reporting

Requirements / Qualifications:
  • Bachelor’s degree in Accounting
  • 2+ years’ accounting experience focusing on A/P, Journal Entries, Bank Reconciliations and Data Entry
  • Strong proficiency in Excel (including pivot tables and v-lookups)
  • Expeditious and accurate data entry skills
  • Highly motivated self-starter; independent worker
  • Able to communicate well (both verbal and written) and build relationships within teams
  • Possesses core self-management skills: time management, organization, prioritization, resourcefulness, problem-solving
  • Detail oriented, Intelligent; Inquisitive
  • Exhibits accountability and ownership
  • Strive for continuous improvement

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