Financial Planning and Analysis Manager

Senior Accountant

This Jobot Job is hosted by: Jerry Sipocz
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $90,000 per year

A bit about us:

Our client is a well-established and highly respected wealth management and financial advisory firm that partners with high-net-worth individuals, families, and business owners to provide comprehensive financial planning and investment management services. With decades of experience and a client-first philosophy, the firm has built a strong reputation for delivering personalized guidance, long-term relationship management, and customized financial strategies tailored to each client’s unique goals.

The organization offers a collaborative, team-oriented environment focused on professionalism, integrity, and exceptional client service. Employees enjoy the opportunity to work alongside experienced advisors and leadership in a culture that values trust, communication, and long-term career growth.

Why join us?

• comprehensive health benefits package
• PTO package
• 401k
• Growth/ mentorship opportunities

Job Details

This role will be responsible for overseeing day-to-day accounting operations, managing month-end close activities, supporting treasury functions, and assisting with financial reporting and tax-related processes.

This is an excellent opportunity for an accounting professional who enjoys working in a detail-oriented, relationship-driven environment with exposure to complex financial operations and multi-entity structures.

Responsibilities

• Manage month-end and year-end close processes across multiple entities
• Prepare journal entries, account reconciliations, accruals, and adjusting entries
• Maintain accuracy and integrity of the general ledger
• Monitor daily cash activity, account balances, wires, transfers, and funding requests
• Assist with cash forecasting and liquidity planning
• Review payroll activity prior to processing
• Prepare financial reports, supporting schedules, and documentation for leadership and external advisors
• Support annual 1099 preparation and franchise tax filings
• Coordinate with external tax professionals to provide required tax documentation and assist with tax-related requests
• Investigate discrepancies, analyze variances, and resolve accounting issues proactively
• Maintain organized financial records and supporting documentation
• Identify opportunities for process improvements and operational efficiencies
• Ensure compliance with internal controls, accounting policies, and established procedures

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of progressive accounting experience
• Strong understanding of general ledger accounting and financial reporting
• Experience managing multiple priorities and recurring deadlines
• Excellent attention to detail and organizational skills
• Strong communication and problem-solving abilities
• Proficiency with Microsoft Excel and Microsoft Office products

Preferred Qualifications

• CPA designation or CPA track preferred
• Experience within a family office, private wealth, or multi-entity environment
• Prior experience supporting high-net-worth individuals or complex entity structures
• Background in a client-facing or advisory-oriented accounting environment

This position offers the opportunity to work within a highly professional and stable organization that values discretion, collaboration, and long-term relationship management.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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