nextera searchMundelein, IL
Senior Accounting Associate
Senior Accounting Associate
Senior Accounting Associate
nextera searchMundelein, IL
13 days ago
Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All Other
Portfolio Management and Investment AdviceOther Accounting ServicesOffices of Certified Public Accountants
Apply for this role (opens in a new tab)Job Description:
A Family Office based in New York is seeking an experienced accounting professional to join their team as an A Senior Accounting Associate.
Responsibilities:
- Support monthly close activities and coordinate with third-party accounting providers
- Prepare financial reports, presentations, and analyses for clients and senior leadership
- Consolidate financial information across multiple entities and investments
- Monitor cash flow, liquidity, and short-term funding requirements
- Coordinate wire transfers, bill payments, expense tracking, and other cash management activities
- Review cash positions and identify opportunities to enhance liquidity and returns
- Assist with account openings, investment subscriptions, redemptions, asset transfers, and related documentation
- Partner with tax, legal, and financial advisors on wealth planning and asset protection initiatives
- Support charitable giving, foundation activity, and related financial administration
- Coordinate with investment managers, accountants, attorneys, financial institutions, and other service providers
- Assist with credit facilities, mortgages, and other financing arrangements
- Respond to client requests and support special projects as needed
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related fieldCPA required3 to 5+ years of experience with a Big Four or mid-tier public accounting firm
- Additional experience within a family office, wealth management firm, or similar environment is preferred but not requiredCFP, CFA, or MST designation is a plus
- Strong financial modeling and analytical skills
- Advanced proficiency in Microsoft Excel and other data analysis tools
Also on the board Same function, level within a rung
Level
Senior
Location
Mundelein, IL
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
13 days ago