Senior Accountant
Core
Recording and reviewing financial transactions, preparing journal entries and reconciliations, and generating internal financial reports for senior leadership.
Role type
Senior Accountant
Builds
Monthly and quarterly financial reports, journal entries, account reconciliations, and audit documentation.
Domain
Financial Services / Investment Management
Required skills
Accounting principles, variance analysis, budgeting and forecasting, audit support, process improvement, data validation, Excel functions, AI tool navigation
Preferred skills
CPA license or progress towards CPA, automation and AI-enabled workflow implementation
Technologies
Excel, AI tools (ChatGPT, Copilot), system-generated source reports
Responsibilities
Prepare and review monthly/quarterly journal entries and account reconciliations; Prepare and review financial reporting for senior management; Assist with firmwide budgeting and forecasting; Support year-end audits and regulatory examinations; Continuously improve documentation of procedures, policies, and controls; Participate in ad hoc projects for process improvement and system enhancements
Seniority
Senior, hands-on IC