Role: Corporate Accounting Associate
Industry: Wealth Management / Financial Services
Company Type: Privately Held, Growth-Oriented Advisory Firm
Position Overview
Join a growing, client-focused financial services firm that is building out its internal accounting function during a pivotal stage of expansion. This role offers hands-on exposure to core accounting operations, process improvement initiatives, and the opportunity to help shape scalable financial infrastructure. Ideal for an early-career accounting professional seeking meaningful ownership and long-term growth.
Job Summary
We are seeking a detail-oriented Accounting Associate to support day-to-day accounting operations within a dynamic and evolving environment. This individual will play a key role in maintaining accurate financial records, supporting the monthly close process, and contributing to the development of internal controls and procedures. The position requires a strong foundation in accounting principles, a proactive mindset, and the ability to operate both independently and collaboratively.
Key Responsibilities
\- Manage core accounting functions including Accounts Payable (AP) and Accounts Receivable (AR)
\- Maintain and update General Ledger (GL) activity and journal entries
\- Support monthly close processes, including accruals and reconciliations
\- Perform bank and account reconciliations to ensure accuracy and completeness
\- Assist in building and refining month-end close checklists and workflows
\- Contribute to the development of internal controls and approval processes
\- Prepare and analyze office-level profit and loss statements
\- Ensure balance sheet integrity and accuracy
\- Support ongoing process improvement and system enhancements
Qualifications & Skills
\- Bachelor’s degree in Accounting or related field preferred
\- 1–3 years of corporate accounting experience
\- Strong understanding of accrual-based accounting (critical)
\- Experience with general ledger, reconciliations, and month-end close
\- Proficiency in QuickBooks Online strongly preferred
\- Strong attention to detail and organizational skills
\- Ability to work independently in a fast-paced, evolving environment
\- Proactive, adaptable mindset with a willingness to take on new challenges
\- Strong communication skills and professional demeanor
Work Environment
\- Hybrid schedule (3 days onsite; additional onsite presence during onboarding and close cycles)
\- Professional, business-formal office environment
\- Detail-oriented, results-driven culture with high expectations for accuracy
Benefits & Perks
\- Health, dental, and vision insurance options
\- 401(k) with employer contribution
\- Generous paid time off and holidays
\- Professional development and growth opportunities
\- Exposure to process improvement and system implementation initiatives
Why This Opportunity
\- Opportunity to join a firm actively building out its internal accounting function
\- High visibility role with direct impact on processes and infrastructure
\- Strong runway for growth within accounting and finance operations
\- Exposure to both day-to-day accounting and project-based initiatives