Staff Accountant

Job Summary

Chartwell Financial Advisory, Inc. is a growing financial advisory firm built on integrity, continuous improvement, and client service. The Staff Accountant will focus primarily on accounts payable, vendor management, month-end close, and time entry reporting. The ideal candidate has working knowledge of GAAP and can work both independently and as part of a team.

Summary of essential job functions

• Prepare monthly and semi-monthly client invoices
• Support the monthly close process, including preparation of journal entries and account reconciliations
• Prepare supporting documentation and participating in the Company’s annual audit(s)
• Prepare monthly bank reconciliations
• Approve and post weekly time sheets for individuals across the firm
• Responsible for Intercompany reconciliations and journal entries
• Process vendor invoices, including coding to appropriate projects and general ledger accounts and making payments on a timely basis
• Maintenance of vendor records and facilitate annual IRS 1099 filings
• Assist with corporate credit card program management
• Preparation and filing of multiple state sales and use tax returns
• Responsible for fixed asset tracking and depreciation schedules
• Other assigned duties and analyses as requested

Basic Qualifications

• Bachelor’s degree in Accounting or Finance
• 2 -4 years of accounting experience (preferred)
• Exhibits a high degree of professionalism and business maturity
• Demonstrated experience with multitasking under little supervision
• Excellent verbal and written communication skills
• Acute attention to detail and a dedication to providing high quality work products
• Willingness to work hard with a positive attitude
• Ability to anticipate demands and actively manage departmental needs
• Manages deadlines and timeframes to drive and achieve results
• Demonstrated proficiency using MS Office products (Outlook, Word, and Excel)
• Experience in a professional services or financial advisory environment (preferred)
• Experience using Deltek Vantagepoint (preferred)

The base salary for this role is $70,000 - $80,000.

• The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.