Senior Accounting Specialist
5 days ago
Moneta Corporation is a national independent Registered Investment Advisor (RIA) with a long history of providing exceptional service to clients worldwide. With a full spectrum of financial advisory services, our entrepreneurial business model empowers Partner-led teams to serve clients' best interests.
Job DescriptionWe are seeking a skilled Senior Accounting Specialist to lead the development and launch of a centralized bill pay operation. As a key member of our Enterprise Services Team, you will be responsible for efficiently managing incoming expenses, ensuring timely payments, and tracking and reconciling expenses and bank accounts.
This is an exciting opportunity to shape a critical function from the ground up and make a meaningful impact on our clients' experience.
Essential Responsibilities:- Maintain client transaction details and supporting documentation utilizing QuickBooks.
- Monitor daily cash availability within client accounts to ensure ample funds for all bill payments, requesting or processing transfers as needed.
- Reconcile bank statements.
- Prepare monthly financial statements.
- Prepare on-demand reporting for Clients and Partners as needed.
- Establish processes and procedures manual.
- Collaborate with cross-functional teams to optimize efficiency.
- Bachelor's degree in Accounting, Business, or Finance.
- Proficiency in QuickBooks.
- Proficiency in Microsoft Office applications.
At Moneta Corporation, we value our employees' wellbeing and offer comprehensive benefits, including paid holidays, PTO, employer cost-shared medical and dental insurance, short-term disability, long-term disability, AD&D insurance, basic life insurance, 401k match, discretionary annual profit-sharing bonus, paid parental leave, professional development reimbursement, paid volunteer time off, employee referral incentive bonus program, onsite wellness programs & rewards, and employee engagement activities.
The estimated salary range for this position is $60,000 - $80,000 per year, depending on location and experience.
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