Job Description
Staff Accountant Matchstick - 5.0 Melville, NY Job Details $70,000 - $85,000 a year 2 days ago Benefits Health savings account Dental insurance Paid time off Vision insurance Life insurance Qualifications Bachelor's degree
Full Job Description The Company:
The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position:
The Staff Accountant will support the organization's accounting operations through month-end and year-end close processes, reconciliations, financial reporting support, and maintaining accurate financial records. This individual will play a key role in ensuring compliance, improving processes, and supporting the overall financial health of the organization. This is an in-person role based in Melville, NY. Responsibilities Maintain and reconcile general ledger accounts Prepare and post journal entries for month-end and year-end close Perform bank, credit card, and balance sheet reconciliations Prepare accruals, prepaid expenses, fixed asset schedules, depreciation, and amortization entries Support accounts payable and accounts receivable activities, including invoice processing, payment tracking, and reconciliations Assist with monthly financial statements, management reporting, and variance analysis Maintain accurate financial records, schedules, and supporting documentation Support tax filings, audits, and requests from external advisors Ensure compliance with U.S. GAAP, company policies, and regulatory requirements Identify opportunities for process improvement, internal controls, automation, and system enhancements Qualifications Education & Experience Bachelor's degree in Accounting, Finance, or related field required CPA or CPA-eligible status preferred Approximately 2-3 years of progressive accounting experience Experience with month-end close, journal entries, reconciliations, and general ledger accounting Public accounting experience or relevant industry experience is a plus Skills & Competencies Strong understanding of U.S. GAAP
Experience with accounting software or ERP systems such as QuickBooks, NetSuite, SAP, or similar platforms Advanced Excel skills including pivot tables, XLOOKUP/VLOOKUP, and formulas Strong analytical, organizational, and problem-solving abilities Excellent written and verbal communication skills Ability to manage multiple deadlines and priorities in a fast-paced environment High attention to detail, accuracy, and follow-through Collaborative and proactive team player who exercises sound judgment and professionalism when handling confidential information Compensation & Benefits $70,000-85,000 Salary 401(k) with company contributions Health, dental, and vision insurance Health savings account (HSA) Life insurance Paid time off #INDM
