Senior Financial Accountant
4 weeks ago
Title: Senior Accountant
Industry: Finance / Investment
Location: Downtown Chicago, IL
Compensation: Competitive, based on experience
Purpose of this role:
To manage day-to-day financial accounting and operational processes, ensuring accurate financial reporting and supporting tax compliance for various entities.
The Opportunity:
As a Senior Accountant, you will oversee critical financial processes, managing operational and investment accounting across multiple entities, trusts, and partnerships. You'll play an integral role in delivering high-quality financial reports and assisting with tax filings, all while working within a dynamic and collaborative team.
Key Responsibilities:
- Manage daily operational and investment accounting, including reconciliations and transaction reporting.
- Prepare detailed weekly, monthly, and quarterly financial reconciliations.
- Assist with accounting for multiple entities, trusts, and partnerships.
- Oversee treasury functions such as cash management, reconciliations, and disbursements.
- Support tax filings and compliance for various entities, preparing workpapers for tax returns.
Requirements:
- Bachelor's degree required; CPA preferred.
- 1-3 years of experience in accounting, reporting, and client service.
- Strong financial accounting knowledge.
- Experience with partnership, trust, and investment accounting (preferred).
- Proficiency in Microsoft Excel and Word.
- Excellent communication and organizational skills, with the ability to manage multiple priorities.
- A proactive problem-solver with a commitment to accuracy and quality.
About the Company:
This finance and investment firm operates in a fast-paced, entrepreneurial environment, managing a diverse range of assets across various sectors. The company values collaboration, precision, and excellence in all aspects of its operations.
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