Sr. Accountant

PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS

SENIOR ACCOUNTANT

115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)

Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning.

• Manage general ledger operations and ensure accurate financial reporting
• Prepare journal entries, reconciliations to confirm transactions are properly classified.
• Support the annual financial statement audit by preparing documentation and schedules for auditors.
• Support the annual budget preparation process in collaboration with senior staff.
• Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making.
• Manage banking relationships and coordinate with external banking partners for foundation's treasury needs.
• Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations.
• Supports the annual budget preparation process in collaboration with senior staff.
• Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.
• Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.
• Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.

• CPA license or successful completion of the Uniform CPA exam is required.
• Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required.
• Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.
• Strong analytical and problem-solving skills with attention to detail and accuracy.
• Strong communication skills, both written and verbal

• CPA license or successful completion of the Uniform CPA exam is required.
• Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required.
• Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.
• Strong analytical and problem-solving skills with attention to detail and accuracy.
• Strong communication skills, both written and verbal