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Focus Financial Partners

Senior Account Associate

Posted 2 days ago
$80000 - $90000 per year
2-5 years experience
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AI Summary

The Senior Account Associate is responsible for performing accounting functions, including financial reporting, journal entries, and ledger reconciliations. They also manage daily accounts payable and receivable processes, payroll expenses, and support client deliverables.

FFO (Flynn Family Office) is seeking a detail-oriented and analytical Senior Account Associate to join our team and provide accounting, financial reporting, and analysis services for our clients. This position is responsible for performing the accounting and analysis functions for our clients, prepare and analyze financial reports, journal entries, and maintain and reconcile ledger accounts.

Primary Responsibilities:

  • Records cash receipts, credit card statements, invoices and disbursements; performs bank and brokerage reconciliations timely, records journal entries
  • Manage entry and execution of accounts payable and receivable process daily, including maintaining all vendor and client information.
  • Records weekly, monthly, and annual payroll expenses
  • Takes ownership of bill pay cycle by monitoring bill pay and vendor reports; assists in maintaining support schedules and work papers
  • Prepares and reviews vendor reports; collects, processes and associates invoices, cash and receipts
  • Participates in meetings, group discussions and/or conference calls
  • Shares information with team members on a regular basis
  • Assists in preparation of deliverables to support client relationships
  • Project management; Participates in information collection

Qualifications:

  • Associates or Bachelor’s degree in Business Administration
  • Business management or family office a plus
  • Accounts Payable and/or Accounts Receivable experience a plus.
  • Strong computer aptitude, including expertise with Microsoft Excel, Quickbooks Desktop / Quickbooks Online, and Tax software (if applicable)
  • Understanding of basic accounting concepts, including debits, credits, bank reconciliations, chart of accounts and general ledger accounts
  • Analytical skills with particular attention to detail
  • Strong advocate of continuous improvement; Takes ownership of assignments, seeks to make improvements where possible in client services and best practices
  • Self-starter who maintains a positive attitude and loves a fast-paced environment
  • Ability to work independently and manage multiple projects and deadlines
  • Exceptional organizational skills

The annualized base pay range for this role is expected to be between $80,000-$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

FFO is part of the Focus Financial Partners’ network firm community. As part of the partnership, FFO remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

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