Financial Reporting Associate
2 weeks ago
Advisors Excel is seeking a highly skilled Financial Reporting Associate to join our team. As a key member of our finance department, you will be responsible for assisting with the preparation of periodic financial statements required for internal and external reporting.
Key Responsibilities:- Prepare and enter general journal entries.
- Prepare account reconciliations for entities as assigned.
- Prepare intercompany billings and allocations.
- Code and review expense and credit card transactions.
- Prepare various import files ensuring efficient and accurate entry to the general ledger.
- Treasury transactions, including paying vendors through ACH and wires.
- Assist with financial analysis for entities as assigned.
- Assist with entering budget information in systems.
- Assist with external audit.
- Assist with various ad-hoc reporting and analysis.
- Bachelor's degree in finance, economics, or business administration is preferred.
- Proficiency in Microsoft Office programs, including Excel and Word.
- Strong organizational skills.
- Excellent oral and written communication skills.
- Ability to act independently, problem-solve, and manage priorities effectively.
- Excellent time management and organizational skills and attention to detail.
- Team player able to maintain focus on the overall success of Advisors Excel as the top priority.
- High energy, positive attitude, and solid work ethic.
- Professional approach and appearance.
- Amazing benefits, including medical, dental, vision, and 401(k) with matching options.
- Generous PTO package upon start date.
- Access to an on-site cafe, gym, and primary care.
- Continuous personal and professional development opportunities.
- Recognition for hard work and exemplary performance.
- Employee-sponsored events.
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. We thrive on watching them succeed and are committed to providing a collaborative team environment that fosters growth and development.
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