Staff Accountant

Staff Accountant role supporting core accounting and financial operations for a wealth management firm. Responsibilities include journal entries, reconciliations, month-end/year-end close, financial reporting and variance analysis, tracking revenue/expenses, assisting with audits and internal controls, and opportunities for process improvement within accounting/portfolio systems. Preferred experience in wealth management or financial services; CPA or CPA-track preferred. Strong Excel/ERP skills and attention to detail. Reports to CFO. Opportunity for exposure to investment and wealth management operations with high visibility and growth potential.