Senior Accountant

Senior Accountant


Dayton, OH
Direct Hire | Onsite
Salary: $100,000 - $115,000 + bonus


If you're energized by complex financial work, eager to take ownership, and ready to step into a role that blends technical accounting with strategic insight, this is the opportunity that will push your career forward. Our client, a privately held investment firm is seeking a Senior Accountant to become a cornerstone of its growing finance function. This is a chance to join a lean, entrepreneurial environment where your work directly shapes the firm's financial clarity, operational strength, and investment decisionmaking.


You'll report directly to the CFO and play a central role in everything from daily accounting to system implementation to investment partnership reporting. This is not a backoffice job-it's a handson, highvisibility position for someone who wants to understand the full financial picture and contribute meaningfully to a sophisticated investment platform.

Why This Role Stands Out
You won't be siloed. You won't be stuck in routine. You'll be part of a small, hightrust team where your ideas matter and your work has immediate impact.


This is a rare opportunity to:

• Build systems and processes from the ground up
  
  
• Gain exposure to sophisticated investment structures
  
  
• Work directly with senior leadership
  
  
• Grow into a broader strategic finance role as the firm expands
  
  

Core Responsibilities:

• Oversee daily accounting operations, financial reporting, and cash management in direct partnership with the CFO.
  
  
• Drive the full implementation and optimization of a new ERP system.
  
  
• Manage accounting, analysis, and performance reporting across multiple family office entities and investment partnerships.
  
  
• Coordinate tax preparation and compliance with external advisors while maintaining disciplined controls and accurate financial records.
  
  
• Deliver actionable financial insights through ad hoc analysis, process improvements, and clear communication with internal and external stakeholders.
  
  

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA is a plus.
  
  
• 5-8 years of relevant experience; family office or wealth management environment strong plus
  
  
• Strong communication skills and the ability to collaborate with leadership and external partners.
  
  
• A disciplined, detailoriented approach paired with the adaptability needed in an entrepreneurial setting.
  
  
• Strong Excel skills; prior ERP software implementation is a nice plus
  
  

#LI-RM1
#LI-Onsite
#INMAY2026


EB-1238563601