Are you someone with impeccable attention to detail, who thrives in a fast paced environment and under pressure? Is organizing and analyzing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit in our family office group.
As a Financial Accountant in our New York office, your responsibilities would include the following activities:
Maintain balance sheets and other financial exhibits for some of our largest clients
Client specific reporting needs, including preparing monthly reports for clients, sometimes using Excel and sometimes using Quickbooks.
Be well versed in Quickbooks and able to track cash flow, expenses and balance sheets there.
Provide business management services for multiple clients including payroll, bill paying and coordinating with vendors
Available to perform administrative functions and operational duties
Create presentations and provide summary reporting for clients
Maintain written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
Prior experience with a family office or CPA firm is desirable.
About You:
You understand the need to provide a world-class customer experience
You value the collaboration of insightful, experienced colleagues to deliver our services
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Ideal Candidate Profile
2+ years of accounting or bookkeeping experience required
Excels in a team-based, client-centric culture
Able to work independently on project type assignments
Knowledge of Quickbooks required, including Quickbooks online
Strong MS Office skills
Superior analytical and problem resolution skills with strong attention to detail
Willingness to work until work is done, which may require extended hours to meet team needs
Bachelor's degree preferred but not required
Excellent oral and written skills, including great client service
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experience
You value the collaboration of insightful, experienced colleagues to deliver our services
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
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