Senior Financial Accounting Analyst Position Available In Palm Beach, Florida

Position Overview Ledgent Finance & Accounting’s client is actively seeking a Senior Financial Accounting Analyst to join their prestigious team. This role is pivotal in delivering daily financial reporting on the family’s wealth, overseeing cash management functions, and maintaining investment and accounting records for a portfolio of holding companies. The position requires strong technical accounting skills, a high level of professionalism, and confidence in handling sensitive financial information. It is best suited for an experienced accounting professional who thrives in a structured, formal environment. Responsibilities Deliver daily financial reporting on the family’s wealth. Oversee cash management functions. Maintain investment and accounting records for a portfolio of holding companies. Perform entity-level accounting. Ensure system maintenance and accuracy. Coordinate with external advisors to ensure precise financial operations. Qualifications Bachelor’s degree in Accounting or Finance required. 3-5 years of relevant experience in an accounting or financial setting. Advanced proficiency in Microsoft Excel. Proficiency in QuickBooks strongly preferred. Strong attention to detail, high degree of integrity, and ability to manage confidential information. Professional demeanor with strong communication skills.

Work Environment Dress Code:

Business formal

Men:

Ties required

Women:

Business suits required

Work Schedule:

100% on-site; no remote or hybrid flexibility

Culture:

Structured, discreet, and high-performance environment requiring precision and accountability Required Work Hours Monday – Friday, first shift Benefits Health, Dental, Vision, Life Insurance Short/Long Term Disability Profit Sharing Discretionary Bonus All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.