Senior Account Associate

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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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

• Provide accounting, financial reporting, and analysis services for clients • Record cash receipts, credit card statements, invoices, disbursements, and journal entries • Perform timely bank and brokerage reconciliations • Manage daily accounts payable and accounts receivable processes • Maintain vendor and client information • Record weekly, monthly, and annual payroll expenses • Own the bill pay cycle by monitoring bill pay and vendor reports • Maintain support schedules and work papers • Prepare and review vendor reports • Collect, process, and associate invoices, cash, and receipts • Participate in meetings, group discussions, and conference calls • Share information with team members • Assist with client deliverables • Manage projects and participate in information collection

🎯 Requirements

• Associate’s 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 and seeks to improve 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

🏖️ Benefits

• Annual cash bonus • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k)