Staff Accountant
Salary: $90K–$110K + 10% bonus (flexible depending on experience)
Why This Opportunity Stands Out:
- Expand beyond traditional accounting into investment and brokerage reporting
- Gain hands-on experience with portfolio management and financial reporting systems
- Work with complex financial data that strengthens your analytical skill set
- Contribute to client-facing deliverables and board-level materials
- Enjoy autonomy and ownership over your work and priorities
- Collaborate with a professional, fast-paced, detail-oriented team
- Position yourself for long-term growth in financial reporting and analysis
Key Responsibilities for the Staff Accountant:
- Reconcile bank and brokerage statements across multiple accounts
- Analyze investor activity and record fair market value adjustments
- Prepare and review journal entries within the general ledger
- Produce quarterly and annual financial statements for assigned clients
- Assist with board-level reporting and special financial projects
Qualifications for the Staff Accountant:
- 3+ years of accounting experience with financial or investment reporting exposure
- Bachelor’s degree in Accounting or Finance
- CPA preferred
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