Role:

Corporate Accounting Associate Industry:

Wealth Management /

Financial Services Company Type:

Privately Held, Growth-Oriented Advisory Firm Position Overview Join a growing, client-focused financial services firm that is building out its internal accounting function during a pivotal stage of expansion. This role offers hands-on exposure to core accounting operations, process improvement initiatives, and the opportunity to help shape scalable financial infrastructure. Ideal for an early-career accounting professional seeking meaningful ownership and long-term growth. Job Summary We are seeking a detail-oriented Accounting Associate to support day-to-day accounting operations within a dynamic and evolving environment. This individual will play a key role in maintaining accurate financial records, supporting the monthly close process, and contributing to the development of internal controls and procedures. The position requires a strong foundation in accounting principles, a proactive mindset, and the ability to operate both independently and collaboratively. Key Responsibilities

• Manage core accounting functions including Accounts Payable (AP) and Accounts Receivable (AR)
• Maintain and update General Ledger (GL) activity and journal entries
• Support monthly close processes, including accruals and reconciliations
• Perform bank and account reconciliations to ensure accuracy and completeness
• Assist in building and refining month-end close checklists and workflows
• Contribute to the development of internal controls and approval processes
• Prepare and analyze office-level profit and loss statements
• Ensure balance sheet integrity and accuracy
• Support ongoing process improvement and system enhancements Qualifications & Skills
• Bachelor's degree in Accounting or related field preferred
• 1-3 years of corporate accounting experience
• Strong understanding of accrual-based accounting (critical)
• Experience with general ledger, reconciliations, and month-end close
• Proficiency in QuickBooks Online strongly preferred
• Strong attention to detail and organizational skills
• Ability to work independently in a fast-paced, evolving environment
• Proactive, adaptable mindset with a willingness to take on new challenges
• Strong communication skills and professional demeanor Work Environment
• Hybrid schedule (3 days onsite; additional onsite presence during onboarding and close cycles)
• Professional, business-formal office environment
• Detail-oriented, results-driven culture with high expectations for accuracy Benefits & Perks
• Health, dental, and vision insurance options
• 401(k) with employer contribution
• Generous paid time off and holidays
• Professional development and growth opportunities
• Exposure to process improvement and system implementation initiatives Why This Opportunity
• Opportunity to join a firm actively building out its internal accounting function
• High visibility role with direct impact on processes and infrastructure
• Strong runway for growth within accounting and finance operations
• Exposure to both day-to-day accounting and project-based initiatives