Accounting Analyst

Accounting Analyst

Our client is a steadily growing financial services firm seeking an Accounting Analyst to join its team. This is a hands-on opportunity for an accounting professional who enjoys variety, takes ownership of their work, and wants to grow with an established organization. The position will work closely with accounting leadership and offers opportunities for professional development and advancement into additional responsibilities over time.

About the Opportunity

• Join a stable and steadily growing financial services organization
• Work closely with experienced accounting and finance leadership
• Hands-on role with exposure to accounting, financial reporting, banking, and cash management
• Opportunity to take on additional responsibilities and grow within the organization
• Collaborative, professional, and team-oriented work environment

Accounting Analyst Responsibilities

• Manage day-to-day Accounts Payable and Accounts Receivable, including invoices, payments, client billing, and deposits
• Monitor daily bank activity, process cash transfers and deposits, and support banking and treasury activities
• Prepare monthly bank and credit card reconciliations and assist with financial statement preparation
• Assist with journal entries, general ledger activity, variance analysis, and month-end close
• Prepare and maintain financial reports, including income statement, balance sheet, and cash flow information
• Support 1099 preparation, payroll-related payments, expense reimbursements, and other accounting activities
• Build and maintain Excel templates, formulas, and PivotTables to improve accounting processes and reporting
• Identify opportunities to streamline recurring processes and leverage technology and AI tools to improve efficiency
• Assist with special accounting and operational projects as needed

Qualifications of the Accounting Analyst Role

• Previous bookkeeping or accounting experience required
• Experience with QuickBooks Online or a similar general ledger system
• Strong Microsoft Excel skills, including formulas, PivotTables, and creating templates
• Strong attention to detail and accuracy with reconciliations and financial reporting
• Ability to manage multiple daily, weekly, monthly, and quarterly deadlines
• Strong organizational, analytical, and problem-solving skills
• Ability to handle confidential financial information with discretion
• Professional written and verbal communication skills
• Interest in process improvement, automation, and using technology to increase efficiency
• Financial services, professional services, or family office experience is a plus

Why Consider This Opportunity?

This is an excellent opportunity for an accounting professional who wants more than a transactional role. You'll gain exposure to a broad range of accounting and financial operations, work directly with leadership, and have the opportunity to take on increasing responsibility as the organization continues to grow.