Current jobs related to Senior Client Accountant - New York - MAI Wealth Management, Inc.

  • Senior Client Accountant

    1 month ago

    New York, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONThe Senior Client Accountant is responsible for overseeing financial operations for clients and serving as a trusted advisor for these clients and other key stakeholders. This includes addressing inquiries regarding financial performance and planning and effectively communicating and providing financial...

  • Senior, Client Accounting Services

    1 month ago

    New York, United States Anchin Full time

    Job DescriptionJob DescriptionTitle: Senior, Client Accounting Services Department: Client Accounting Services (CAS) Supervises: N/ARole Type: Full timeLocation: New York, NY (Hybrid)ABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial...

  • Senior, Client Accounting Services

    2 days ago

    New York, United States Anchin Full time

    Job DescriptionJob DescriptionTitle: Senior, Client Accounting Services Department: Client Accounting Services (CAS) Supervises: N/ARole Type: Full timeLocation: New York, NY (Hybrid)ABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial...

  • Senior Financial Accountant

    4 weeks ago

    New York, United States Integral Senior Living Full time

    About Our Client The organisation is a well established TAFE with a turnover of circa $150m. Job Description The Senior Financial Accountant will act as the 2IC to the Finance Controller and lead on the following: - Managing and driving the accurate and timely periodic processing of the financial accounting activities across bank reconciliations, fixed...

  • Senior Associate, Fund/Client Accounting

    3 weeks ago

    New York, United States BNY Full time

    Senior Associate, Fund/Client Accounting BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the 'bank of banks' - 97% of the world's top banks work...

  • Senior Associate, Fund/Client Accounting

    3 weeks ago

    New York, United States BNY Full time

    Senior Associate, Fund/Client Accounting BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Senior Associate, Fund/Client Accounting

    3 weeks ago

    New York, United States BNY Full time

    Senior Associate, Fund/Client Accounting BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Senior Associate, Fund/Client Accounting

    3 weeks ago

    New York, United States BNY Full time

    Senior Associate, Fund/Client Accounting BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

  • Senior Client Accounts e-Billing Specialist

    3 months ago

    New York, United States AMS Staffing, Inc. Full time

    Job DescriptionJob DescriptionOur client, an AM Law 100 firm, is looking to hire a Senior Client Accounts e-Billing Specialist at their offices in New York City. This is a full time, direct hire paying an annual base salary of $90K to $100K plus a performance based bonus and excellent benefits package. This position allows for a hybrid work schedule with...

  • Senior Associate, Fund/Client Accounting

    3 weeks ago

    New York, United States BNY Full time

    Senior Associate, Fund/Client Accounting BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...

  • Senior Account Manager, Client Relations

    1 week ago

    New York, New York, United States Octagon Full time

    Job Title: Senior Account Manager, Client Relations (Adult Beverage Client)Company: OctagonOverview: Are you a proactive team player ready to take on the role of agency leader for a global sports and entertainment marketing portfolio? Do you possess a keen eye for detail that guarantees the effective execution of international campaigns? If you have...

  • Senior Account Manager

    21 hours ago

    New York, New York, United States Influencer Full time

    Job DescriptionRole: Senior Account Manager, Client Services - 6 Month FreelanceAnnual Salary: Up to $110kLocation: New York CityAbout Us:We are the pioneers of influencer marketing.Influencer is a global agency built at the intersection of creativity, data, and technology with a unique 'people power & platform power' approach.From big brand launches to...

  • Senior Supervisor of Technology Client Accounts

    4 days ago

    New York, New York, United States Edelman Full time

    Company Overview: Edelman is a trusted voice in the industry, envisioning a future where communication drives action. Our ethos is built on three core principles: boldness as opportunity, empathy as advancement, and curiosity as progress. We are dedicated to fostering diversity, equity, inclusion, and belonging (DEIB) within our workplace, enhancing our...

  • Senior Account Manager, Client Services

    1 month ago

    New York, United States Influencer Full time

    Job DescriptionJob DescriptionROLE: Senior Account Manager, Client Services LOCATION: New York CitySALARY: $90k - $95k + bonusWho are we?We are the originators of influencer marketing.Influencer is an agency built at the intersection of creativity, data, and technology with a unique ‘people power & platform power’ approach.From big brand launches to...

  • Senior Account Executive

    1 day ago

    New York, New York, United States VaynerMedia Full time

    About the RoleVaynerMedia is seeking a highly organized and detail-oriented Senior Account Executive to join our team. As a key member of our account management team, you will be responsible for delivering exceptional client service and driving business results.Key ResponsibilitiesClient ManagementDevelop and maintain strong relationships with clients,...

  • Senior Accountant

    1 month ago

    New York, United States Creative Financial Staffing Full time

    Senior Accountant Opportunity - Hybrid in Brooklyn CFS of New York is working with the longest standing multicultural advertising agency in the US who are looking to fill the accounting department with a Senior Accountant. About the Company working as a Senior Accountant 40+ year old business that analyzes heritage and culture identification to provide a...

  • Senior Account Manager, Client Services

    4 weeks ago

    New York, United States Influencer Full time

    ROLE: Senior Account Manager, Client Services LOCATION: New York CitySALARY: $90k - $95k + bonusWho are we?We are the originators of influencer marketing.Influencer is an agency built at the intersection of creativity, data, and technology with a unique ‘people power & platform power’ approach.From big brand launches to shifting perceptions and...

  • Senior Accountant

    1 month ago

    New York, United States Atrium Staffing Full time

    About Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high-performance and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client, a leading non-profit organization. They are seeking a Senior...

  • Senior Account Manager, Client Relations

    1 week ago

    New York, New York, United States Influencer Full time

    Job OverviewPOSITION: Senior Account Manager, Client RelationsLOCATION: RemoteAbout UsWe are pioneers in the realm of influencer marketing.Influencer operates at the confluence of creativity, analytics, and technology, employing a distinctive approach that combines 'people power' with 'platform power'.From launching major brands to altering perceptions, and...

  • Senior Accountant

    1 week ago

    New York, United States Creative Financial Staffing Full time

    Senior Accountant About the Organization- Senior Accountant:CFS is working with a global provider for insurance products seeking a Senior Accountant to join their growing teamThis position is reporting to the Controller in New York but they are open to candidates who are open to commuting to downtown Manhattan, or ConnecticutTheir main clients include...

Senior Client Accountant

3 months ago

New York, United States MAI Wealth Management, Inc. Full time
Job DescriptionJob Description

GENERAL JOB DESCRIPTION

The Senior Client Accountant is responsible for overseeing financial operations for clients and serving as a trusted advisor for these clients and other key stakeholders. This includes addressing inquiries regarding financial performance and planning and effectively communicating and providing financial information, analysis, and recommendations.

MAJOR DUTIES AND RESPONSIBILITIES

Financial Management:

  • Create, maintain, reconcile, and monitor tour-specific financial records, including revenue, expenses, and cash flow and track actual costs against projections.
  • Process invoices, payments, and reimbursements related to client expenses, including managing petty cash and reconciling cash transactions.
  • Conduct thorough reviews of financial statements including Profit and Loss (P&L), balance sheet, cash flows, and intercompany transactions to identify discrepancies and provide insights for strategic decision-making.

Financial Reporting:

  • Prepare regular financial reports, including P&L statements, cash flow statements, and balance sheets for clients.
  • Provide accurate and timely financial information to management and stakeholders.
  • Prepare assigned reports and analysis and miscellaneous reports as requested.

Expense Management:

  • Review and verify expenses, ensuring compliance with company policies and budgetary guidelines.
  • Collaborate with client managers and vendors to resolve any discrepancies or billing issues.
  • Identify cost-saving opportunities and propose efficient expense management strategies.

Tax and Compliance:

  • Ensure compliance with tax regulations, both domestic and international, related to touring activities.
  • Stay updated on relevant accounting standards and regulations affecting the client and their needs.
  • Maintain compliance with regulatory requirements and industry standards.

Financial Analysis:

  • Conduct financial analysis, identifying trends, risks, and opportunities; provide insights and recommendations to management based on financial analysis.
  • Assist in forecasting and budgeting processes for client needs.

Collaboration and Communication

  • Communicate financial information and analysis effectively to stakeholders, both finance and non-finance individuals.
  • Participate in meetings and provide financial expertise and guidance as required.
  • Collaborate with internal teams to streamline processes and improve operational efficiency.

EXPERIENCE/CREDENTIALS

  • Bachelor's degree in accounting, finance, or a related field.
  • 7-10 years of experience in a similar role at a large business management firm, with a focus on overseeing financial operations for various types of clients, including entertainment and touring.
  • Certified Public Accountant (CPA) certification a plus.
  • Strong accounting background; deep understanding of financial principles and practices (financial statements analysis, financial reporting, etc.
  • Proven experience in accounting or financial management, preferably in the entertainment industry.
  • Proficient in accounting software and tools, specifically Agilink and Datafaction to efficiently manage client accounts and financial data.
  • Expertise in QuickBooks, Excel, and/or other financial systems a plus.
  • Proficient in Microsoft Office (Outlook, Word, Excel, Adobe, PowerPoint).
  • Experience in GAAP, including practical application and research of accounting standards.
  • Flexibility to work irregular hours and at various locations as required.

COMPETENCIES

  • Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts.
  • Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
  • Demonstrated accounting skills; ensures accurate and timely recording of financial transactions.
  • Organized, detail-oriented, with strong analytical and problem-solving abilities; able to effectively interpret financial data.
  • Excellent communication and interpersonal skills; able to effectively interact with clients and internal stakeholders.
  • Professional and positive demeanor, self-motivated, superb work ethic; high level of personal ethics and integrity.
  • Actively engages as a team member and leverages the strengths of the overall team to deliver outstanding results and solutions to clients.
  • Ability to prioritize tasks, meet deadlines, and adapt to changing priorities.


FEATURED BENEFITS:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement