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    Financial Accountant - New York, United States - Cerity Partners

    Cerity Partners
    Cerity Partners New York, United States

    2 weeks ago

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    Description
    Job Details

    Level
    Experienced

    Job Location
    NY Wallstreet Office - New York, NY

    Position Type
    Full Time

    Education Level
    4 Year Degree

    Salary Range
    $70, $85,000.00

    Job Shift
    Day

    Client Service Associate

    Are you someone with impeccable attention to detail, who thrives in a fast-paced environment and under pressure? Is organizing and analyzing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit in our family office group.

    As a Financial Accountant in our New York office, your responsibilities would include the following activities:
    • Maintain balance sheets and other financial exhibits for some of our largest clients
    • Client specific reporting needs, including preparing monthly reports for clients, sometimes using Excel and sometimes using Quickbooks.
    • Be well versed in Quickbooks and able to track cash flow, expenses and balance sheets there.
    • Provide business management services for multiple clients including payroll, bill paying and coordinating with vendors
    • Available to perform administrative functions and operational duties
    • Create presentations and provide summary reporting for clients
    • Maintain written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
    • Prior experience with a family office or CPA firm is desirable.
    Qualifications
    • You understand the need to provide a world-class customer experience
    • You value the collaboration of insightful, experienced colleagues to deliver our services
    • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
    • 2+ years of accounting or bookkeeping experience required
    • Excels in a team-based, client-centric culture
    • Able to work independently on project type assignments
    • Knowledge of Quickbooks required, including Quickbooks online
    • Strong MS Office skills
    • Superior analytical and problem resolution skills with strong attention to detail
    • Willingness to work until work is done, which may require extended hours to meet team needs
    • Bachelor's degree preferred but not required
    • Excellent oral and written skills, including great client service
    #LI-JO1

    #LI-JO1

    #LI-Hybrid

    #LI-JO1
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