Accounting Specialist

Accounting Specialist

Consulting to Hire

Hybrid - NYC Based, Midtown Manhattan

Overview:

Our client, a mid-sized, boutique financial services firm based in Midtown Manhattan, is seeking an Accounting Analyst to join their internal team. This is a consulting-to-hire opportunity, starting on a consulting basis with the intention of converting to a full-time, permanent position.

The role offers a hybrid schedule - 3 days a week in the office and 2 days working from home.

This is a fantastic opportunity to step into a well-rounded, hands-on role within a highly collaborative and dynamic environment. The firm has a phenomenal, long standing reputation and offers long-term stability, growth potential, and the ability to take real ownership of your work.

Upon conversion to a permanent employee, the position offers 100% fully covered health, dental, and vision benefits, along with a competitive compensation package, PTO, and additional incentives.

In this role, you will:

• Manage day-to-day accounts payable processes, including vendor setup, invoice review, and accurate entry into the general ledger
• Prepare and coordinate vendor payments (checks, ACH, wires), ensuring proper approvals and timely execution
• Record and reconcile cash activity across multiple financial institutions, maintaining accurate and timely records
• Support the month-end close process through preparation of journal entries (payroll, accruals, prepaid expenses, etc.) and assisting with reconciliations and reporting
• Process and review corporate credit card activity, ensuring proper coding and supporting documentation
• Track and record fixed assets and capital expenditures, including monitoring capital improvements
• Maintain highly organized client and vendor records across shared systems, ensuring documentation is complete and up to date
• Monitor daily transaction activity and proactively follow up on outstanding items or discrepancies
• Assist with vendor onboarding and compliance documentation, including collection of W9s, NDAs, and related materials
• Communicate with vendors and internal stakeholders to resolve inquiries and ensure smooth day-to-day operations
• Support tax-related processes, including 1099 preparation and documentation gathering for annual filings
• Respond to internal and client requests in a timely and professional manner
• Contribute to ad hoc reporting, analysis, and special projects as needed

Qualifications:

• Bachelor’s degree in Accounting or a related field
• 2 years of accounting experience with strong exposure to accounts payable, journal entries, and bank reconciliations
• Strong Excel skills, including pivot tables and VLOOKUPs
• High level of accuracy and attention to detail, particularly in data entry and financial processing
• Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment
• Effective communication skills, both written and verbal, with the ability to work independently and as part of a team
• Self-motivated with a proactive, problem-solving mindset

Preferred:

• Experience with Sage Intacct or similar accounting systems, but not required
• Exposure to investment reconciliations and financial statement preparation
• Prior experience within financial services or a family office environment