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Senior Accountant | New York, NY

Senior Accountant | New York, NY
August 14, 2020 Chitra Sharma

Financial firm in NYC is seeking a Senior Accountant to join their team. Requirements: Bachelors Degree in Accounting, and 4-6 years of relevant accounting experience. CPA Certification (or pursuing CPA) is required.


  • Senior Accountant will complete monthly bank and revenue account reconciliations
  • Record and prepare recurring journal entries: depreciation; amortization; prepayments and accruals
  • Successfully oversee financial advisor loan schedules and amortization
  • Develop and own the accounts payable functions and processes
  • Manage expense allocations across teams
  • Continuously improve accounting/finance procedures and internal controls
  • Interface with executives and managers concerning issues and questions
  • Implement and develop process improvements, document procedures and processes to create efficiencies
  • Successfully support external audit requirements related to specific areas of responsibility
  • Produce monthly and weekly client asset reporting
  • Successfully engage with finance team to maintain and reconcile advisor production reporting system
  • Assist executive management with a variety of ad hoc financial analysis requests


  • Bachelors Degree in Accounting
  • CPA certified (or pursuing CPA) required
  • Financial Services or Wealth Management experience preferred
  • 4-6 years of experience in an accounting role
  • Ability to multi-task in a fast paced changing environment
  • Flexible, organized and adaptable to change
  • Excellent communication and organizational skills, both verbal and written
  • Intermediate to Advanced Microsoft Excel skills (v-lookups and pivot tables)
  • Experience with QuickBooks preferred
  • Team orientated, positive attitude, reliable and strong work ethic