Senior Accounting Associate
nextera searchGlens Falls (NY)
Senior Accounting Associate
Posted yesterday
nextera searchGlens Falls (NY)
SENIORITY
Senior
About the role
A Family Office based in New York is seeking an experienced accounting professional to join their team as an A Senior Accounting Associate.
Responsibilities:
- Support monthly close activities and coordinate with third-party accounting providers
- Prepare financial reports, presentations, and analyses for clients and senior leadership
- Consolidate financial information across multiple entities and investments
- Monitor cash flow, liquidity, and short-term funding requirements
- Coordinate wire transfers, bill payments, expense tracking, and other cash management activities
- Review cash positions and identify opportunities to enhance liquidity and returns
- Assist with account openings, investment subscriptions, redemptions, asset transfers, and related documentation
- Partner with tax, legal, and financial advisors on wealth planning and asset protection initiatives
- Support charitable giving, foundation activity, and related financial administration
- Coordinate with investment managers, accountants, attorneys, financial institutions, and other service providers
- Assist with credit facilities, mortgages, and other financing arrangements
- Respond to client requests and support special projects as needed
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA required
- 3 to 5+ years of experience with a Big Four or mid-tier public accounting firm
- Additional experience within a family office, wealth management firm, or similar environment is preferred but not required
- CFP, CFA, or MST designation is a plus
- Strong financial modeling and analytical skills
- Advanced proficiency in Microsoft Excel and other data analysis tools
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