Account Associate

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 $50M Venture Round on 2009-11

Finance • Fintech • B2B

Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.

📋 Description

• Record cash receipts, credit card statements, invoices and disbursements; performs bank and brokerage reconciliations timely, records journal entries • Manage entry and execution of accounts payable and receivable process daily, including maintaining all vendor and client information • Record weekly, monthly, and annual payroll expenses • Take ownership of bill pay cycle by monitoring bill pay and vendor reports; assist in maintaining support schedules and work papers • Prepare and review vendor reports; collect, process and associate invoices, cash and receipts • Participates in meetings, group discussions and/or conference calls • Share information with team members on a regular basis • Assist in preparation of deliverables to support client relationships • Project management; participate in information collection

🎯 Requirements

• Associates or Bachelor’s degree in Business Administration • Business management or family office a plus • Accounts Payable and/or Accounts Receivable experience a plus • Strong computer aptitude, including expertise with Microsoft Excel, Quickbooks Desktop / Quickbooks Online, and Tax software (if applicable) • Understanding of basic accounting concepts, including debits, credits, bank reconciliations, chart of accounts and general ledger accounts • Analytical skills with particular attention to detail • Strong advocate of continuous improvement; Takes ownership of assignments, seeks to make improvements where possible in client services and best practices • Self-starter who maintains a positive attitude and loves a fast-paced environment • Ability to work independently and manage multiple projects and deadlines • Exceptional organizational skills • Takes and follows directions well • Shows respect for work and contributions of others • Strong organization, oral and written communication skills.

🏖️ Benefits

• medical • dental • vision • life insurance • 401(k)