🛠 Tech Stack

💼 About This Role

You'll oversee expense data analysis and accounting operations for a financial services firm, leveraging technology to drive efficiency. You'll design internal controls and optimize reporting processes, directly impacting enterprise value. This role offers exposure to parent company consolidation and emerging AI tools.

🎯 What You'll Do

• Oversee month-end close, journal entries, and financial statement preparation.
• Manage treasury activities including daily cash reconciliations.
• Design and enhance internal controls and risk management processes.
• Digitize financial data to enable efficient analysis and reporting.

📋 Requirements

• Bachelor's degree in Accounting or related field.
• CPA designation active or in progress.
• 2-3 years of public accounting experience, Big 4 preferred.
• Advanced Excel skills including complex formulas and pivot tables.

✨ Nice to Have

• Experience in financial services or asset management.
• VBA programming experience.
• Familiarity with Power Query, Power BI, or similar tools.

🎁 Benefits & Perks

• 🏖️ Paid Time Off
• 💰 Profit sharing plan
• 🏦 401k plan
• 📚 Tuition reimbursement
• 🚍 Commuter benefits

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Accounting Interview· 60 min