THE TEAM YOU’LL BE JOINING
- Join a growing national wealth management and financial services organization with more than 200 employees and a presence in 40+ locations across the country.
- Be part of a collaborative Finance organization supporting a business that continues to grow and evolve.
- Work in an environment where quality, accuracy, responsiveness, and strong financial controls are highly valued.
- Join a team that encourages employees to be self-starters while also asking questions, sharing ideas, and challenging existing processes.
- Gain exposure to a sophisticated, multi-location organization with ongoing acquisition activity and an evolving accounting infrastructure.
- Work closely with senior Finance leadership and gain visibility across multiple areas of the business.
WHAT THEY OFFER YOU
- 100% remote opportunity, working primarily Eastern Time business hours.
- Competitive compensation plus a bonus opportunity.
- Comprehensive medical, dental, and vision coverage along with life and disability benefits.
- 401(k) matching to support long-term financial goals.
- Unlimited discretionary time off and paid parental leave.
- Financial support for approved professional designations, certifications, and continuing education.
- Ongoing technical and leadership development with the opportunity to broaden your accounting experience as the organization grows.
WHAT YOU WILL DO
- Own the end-to-end Accounts Payable process, including vendor setup, invoice processing, approvals, payments, accruals, 1099 reporting, and issue resolution.
- Manage employee expense reporting, including approval workflows, coding reviews, ERP imports, payments, and employee questions.
- Support the monthly close through journal entries, accruals, account reconciliations, and supporting schedules.
- Assist with Accounts Receivable activities, including customer setup, invoicing, and cash application.
- Partner with the Controller and CFO on audits, acquisition due diligence, reporting, filings, and special projects.
- Help analyze monthly operating results and investigate budget-to-actual and forecast variances.
- Identify opportunities to automate and streamline accounting processes, strengthen controls, and improve reporting capabilities.
THE BACKGROUND THAT FITS
- Bachelor’s degree in Accounting, Finance, or a related business discipline.
- Approximately 2–3 years of accounting experience, ideally with meaningful exposure to Accounts Payable and/or Accounts Receivable.
- Strong foundational accounting knowledge, including GAAP, journal entries, reconciliations, accruals, and monthly close.
- Public accounting experience is preferred, but industry-specific experience is less important than having a strong accounting foundation.
- Experience with an ERP or enterprise accounting system; Microsoft Dynamics 365 Business Central is a plus, but not required.
- Strong Excel, analytical, organizational, and problem-solving skills with excellent attention to detail.
- A responsive, collaborative self-starter who can manage multiple priorities independently and thrive in a fully remote environment.



