Senior Accountant

5 days ago


Santa Monica, United States Alliance Resource Group Full time

jobs.allianceresourcegroup.com.">jobs.allianceresourcegroup.com."> Alliance Resource Group has partnered with an investment firm/family office that is devoted to making the world a better place. In order for them to invest in an organization, the organization must emphasize education, entrepreneurship, equity, and empowerment.

This role will be pivotal to the organization and you will be coached directly by the CFO. This role is also open to due growth and there is tremendous amount of internal/upward mobility within the firm.

Daily responsibilities include:

Assist in the monthly closing process for multiple entities, including workpaper preparation, bank and brokerage reconciliations, journal entries, financial statement analysis, fixed asset tracking and general bookkeeping duties. Complete subscription documents, track investments. Gather documentation in support of financing arrangements with lenders for commercial and residential property, vehicles, lines of credit, etc. Prepare wires, process invoices for payment, facilitate charitable giving, 3rd party invoice preparation. Assist in estate and tax planning analysis. Read contracts for business and financial terms. Review engagement letters, assist in opening bank and brokerage accounts, complete KYC documents. Work on ways to optimize and automate internal processes. Develop and implement financial policies and procedures. Perform special projects, ad hoc analysis and calculations as requested. Conduct complex financial analysis to support business decision-making and provide strategic recommendations. Communicate financial insights and implications effectively to stakeholders including senior management. Job Requirements:

Bachelor's Degree in Accounting 3-4 yrs of public accounting experience, preferably in audit at the Big 4 CPA a plus

As a huge animal advocate, Chloe volunteers her time to rescue dog organizations. She lives by the mantra "Adopt, Don't Shop" and encourages everyone to do the same. A perfect day for Chloe would find her, her husband Stephen and their dog Kona taking a walk at the beach during the day, followed by a home cooked meal paired with some nice wine. Login

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A Southern California accounting and finance staffing agency.

Southern California Headquarters 2525 Main Street Suite 440 Irvine, CA 92614

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