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Senior Accountant to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment.
Job Responsibility:
Prepare monthly and periodic financial statements, supporting schedules, and analyses
Perform bank, brokerage, and general ledger account reconciliations
Complete monthly close procedures and record journal entries
Record investment valuations and asset acquisitions and dispositions
Accumulate and organize data to support tax estimates and returns
Lead annual budget preparation and perform budget-to-actual analyses
Perform regular and ad-hoc financial analysis and customized reporting
Assist with or lead special projects and management presentations
Recommend and implement process, reporting, and technology improvements
Interface with internal stakeholders and external advisors as needed
Requirements:
Bachelor’s degree in Accounting
3+ years of accounting experience, including financial statement preparation
Strong Microsoft Excel skills and comfort learning new accounting systems
Excellent written and verbal communication skills
High level of initiative with the ability to operate beyond defined responsibilities
Proven ability to manage multiple projects and meet deadlines
Exceptional attention to detail, organization, and time management
Ability to work independently (including remotely) and collaboratively
Background in public accounting, family office, private equity, or financial services
Experience with multi-tiered entity and partnership structures
Nice to have:
Exposure to nonprofit accounting is a plus
What we offer:
excellent work-life balance
outstanding benefits
generous annual bonus
opportunity to either work remote, hybrid or in office, your choice
medical, vision, dental, and life and disability insurance