What are the responsibilities and job description for the Senior Finance Associate position at Grant Morgan?
Finance Associate / Senior Accountant
Our client is a highly successful, prominent boutique investment company headquartered in Washington, D.C. With more than 20 years of investment experience, the firm has built a diversified portfolio of assets and operating companies across the United States.
The organization is led by a stable, experienced, and highly regarded executive team and has established a professional, collaborative, and supportive work environment. The company values its employees and offers a quality, predictable work-life balance, including a flexible hybrid work schedule.
Position
Reporting to the senior financial management team, the Finance Associate / Senior Accountant will provide hands-on accounting, financial, and operational support across a complex portfolio of entities and investments.
This is a highly visible, multi-entity position with exposure to a diverse range of activities, including operating businesses, real estate investments, private foundations, family trusts, and personal financial accounts.
Key responsibilities include:
- Prepare financial statements and financial reporting for multiple entities.
- Maintain accurate general ledgers and perform day-to-day accounting operations.
- Manage account reconciliations, journal entries, and month-end close activities.
- Provide accounting and financial support across operating businesses, real estate entities, trusts, foundations, and other investments.
- Assist with tax preparation, compliance, and coordination with outside advisors.
- Perform financial analysis and provide information to senior financial management.
- Support cash management and other financial and operational activities as needed.
- Assist with special projects and ad hoc assignments across the organization.
- Maintain a high level of confidentiality when handling sensitive family, investment, and financial information.
Candidate Profile
The ideal candidate will be a hands-on accounting professional who is comfortable working independently in a sophisticated, multi-entity environment and enjoys variety in his or her responsibilities.
- Bachelor’s degree in Accounting, Finance, or a related business discipline preferred.
- 3 years of progressive, hands-on accounting experience.
- Strong understanding of accounting principles and financial reporting.
- Experience working with accounting/ERP systems; Sage experience is preferred.
- Strong Microsoft Excel and Microsoft Word skills.
- Excellent analytical, organizational, and problem-solving abilities.
- Strong business acumen and practical common sense.
- Ability to work independently, prioritize effectively, and take ownership of responsibilities.
- Sound judgment and discretion when handling highly confidential financial and family information.
- High level of integrity, dependability, loyalty, and professionalism.
Compensation & Benefits
Competitive compensation commensurate with experience and qualifications, along with an excellent benefits package, including paid parking and a flexible hybrid work schedule.
This is an excellent opportunity for an accounting professional seeking a long-term role with a highly respected investment organization, meaningful exposure to a sophisticated portfolio, and a stable, supportive work environment.