What are the responsibilities and job description for the Accounting Associate position at MCF?
Company Description MCF Advisors, LLC (“MCF”) is an SEC-registered investment advisor serving clients through two divisions: Wealth Management and Institutional Services. The firm has been recognized as one of the “Best Places to Work in Kentucky” for multiple consecutive years, reflecting a strong focus on culture and employee experience. The Wealth Management division provides comprehensive investment and advisory services to individuals, families, and businesses, with expertise in retirement planning, business succession, risk management, insurance, trust, tax, and estate planning. The Institutional Services division helps employers enhance retirement plan experiences by reducing financial liabilities, broadening investment options, and improving participant outcomes. MCF emphasizes a disciplined, prudent, and proactive service approach designed to support long-term financial success for its clients.
Job Summary
MCF is seeking a detail-oriented and highly organized Accounting Associate to support the Firm’s internal finance and human resources functions. The ideal candidate will assist with day-to-day accounting administration, including depositing checks, preparing and sending invoices, processing accounts payable, maintaining accurate records, and tracking outstanding receivables. This role will also provide administrative support to the internal Human Resources function of the firm as directed by the Director of Finance This position requires accuracy, discretion, strong follow-through, and the ability to manage multiple priorities in a professional and confidential manner.
Duties and Responsibilities
- Deposit checks timely and accurately and maintain supporting deposit documentation
- Prepare and send invoices and assist with tracking outstanding receivables
- Process accounts payable, including coding invoices, routing for approval, entering bills, and scheduling payments
- Maintain vendor records and communicate with vendors regarding invoices, payment status, and required documentation
- Assist with budget preparation
- Maintain accurate and up-to-date financial records for multiple entities
- Assist with bookkeeping activities, including transaction entry, account reconciliations, and general ledger support
- Assist with expense tracking, credit card documentation, employee reimbursements, and related reporting
- Ensure compliance with company policies and GAAP
- Identify discrepancies and resolve financial issues promptly
- Assist in the annual financial audits for multiple entities
- Provide confidential HR administrative support, including employee records, onboarding and offboarding documentation, benefits administration, PTO tracking, and other HR-related tasks as assigned
- Communicate timely and professionally both internally and externally
- Actively participate regularly in team meetings
- Other duties as assigned
Qualifications
- Bachelor’s degree in accounting, finance, or related field
- CPA candidate, or relevant accounting certification preferred
- 1–3 years of relevant experience
- Experience with QuickBooks or similar accounting software preferred
- Working knowledge of Microsoft Office, particularly Word and Excel
- Experience with CRM, payroll, benefits, or HRIS systems is helpful but not required
- Strong organization, attention to detail, accuracy, and follow-through
- Ability to handle multiple tasks simultaneously and prioritize accordingly
- Ability to handle confidential financial and HR information with discretion and professionalism
- Self-motivated, ability to work collaboratively with the entire MCF team
- Personal characteristics: Client-first attitude, team player, ability to think critically and analytically, operates with a high level of integrity and accountability, engaged in learning and expanding personal knowledge