Financial Accountant

Job Details

Level

Experienced

Job Location

NY Wallstreet Office - New York, NY

Position Type

Full Time

Education Level

4 Year Degree

Salary Range

$70,000.00 - $85,000.00

Job Shift

Day

Client Service Associate

Are you someone with impeccable attention to detail, who thrives in a fast-paced environment and under pressure? Is organizing and analyzing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit in our family office group.

As a Financial Accountant in our New York office, your responsibilities would include the following activities:

• Maintain balance sheets and other financial exhibits for some of our largest clients
• Client specific reporting needs, including preparing monthly reports for clients, sometimes using Excel and sometimes using Quickbooks.
• Be well versed in Quickbooks and able to track cash flow, expenses and balance sheets there.
• Provide business management services for multiple clients including payroll, bill paying and coordinating with vendors
• Available to perform administrative functions and operational duties
• Create presentations and provide summary reporting for clients
• Maintain written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
• Prior experience with a family office or CPA firm is desirable.

Qualifications

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
• 2+ years of accounting or bookkeeping experience required
• Excels in a team-based, client-centric culture
• Able to work independently on project type assignments
• Knowledge of Quickbooks required, including Quickbooks online
• Strong MS Office skills
• Superior analytical and problem resolution skills with strong attention to detail
• Willingness to work until work is done, which may require extended hours to meet team needs
• Bachelor's degree preferred but not required
• Excellent oral and written skills, including great client service

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