11 Financial Accountant Jobs in New York, NY
Cerity Partners is Hiring a Financial Accountant Near New York, NY
Level
Experienced
Job Location
NY Wallstreet Office - New York, NY
Position Type
Full Time
Education Level
4 Year Degree
Salary Range
$70,000.00 - $85,000.00
Job Shift
Day
Client Service Associate
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.
- 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
- 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
#LI-Hybrid
#LI-JO1
Job Summary
Full Time
$75k-97k (estimate)
04/26/2024
05/09/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
Related Companies
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav...e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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The following is the career advancement route for Financial Accountant positions, which can be used as a reference in future career path planning. As a Financial Accountant, it can be promoted into senior positions as a Financial Reporting Accountant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Accountant. You can explore the career advancement for a Financial Accountant below and select your interested title to get hiring information.
If you are interested in becoming a Financial Accountant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Accountant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Accountant job description and responsibilities
Financial accountants keep track of their organization's financial operations.
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Financial Accountant is responsible for running the accounting and financial activities of an organisation.
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Financial accountant must conducting internal audits such as wage reviews and examining financial records to check for accuracy
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The ability to multitask and effectively manage one's time ensures accountants can meet deadlines and provide satisfactory results for their clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Accountant jobs
This position typically reports to a senior accountant or financial manager.
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A certified, professional accountant can be a valuable partner to a small business at all stages, from formation, to financials, to the sale of the business.
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A Certified Public Accountant primarily handles the accounting, reporting, taxes, and auditing process for corporations, clients, and the government.
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Step 3: View the best colleges and universities for Financial Accountant.
