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Senior Account Associate
Focus Financial Partners. Provide accounting, financial reporting, and analysis services for clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting and financial reporting, with a strong understanding of accounts payable and receivable processes. Proficient in Microsoft Excel and Quickbooks, with a focus on analytical skills and continuous improvement.
Highest-signal resume keywords
Accounts Payable ExperienceAccounts Receivable ExperienceMicrosoft Excel ExpertiseQuickbooks ProficiencyAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AccountingFinancial ReportingBank ReconciliationPayroll ProcessingInvoice ManagementJournal EntriesVendor ManagementCash ReceiptsCredit Card StatementsGeneral Ledger
Soft Skills
Attention to DetailOrganizational SkillsSelf-StarterPositive AttitudeOwnership of Assignments
Tools & Technologies
Quickbooks DesktopQuickbooks OnlineTax Software
Certifications & Qualifications
Associate’s DegreeBachelor’s Degree
Industry Keywords
Business AdministrationFamily OfficeContinuous ImprovementClient ServicesProject Management
About the role
Key responsibilities & impact- Provide accounting, financial reporting, and analysis services for clients
- Record cash receipts, credit card statements, invoices, disbursements, and journal entries
- Perform timely bank and brokerage reconciliations
- Manage daily accounts payable and accounts receivable processes
- Maintain vendor and client information
- Record weekly, monthly, and annual payroll expenses
- Own the bill pay cycle by monitoring bill pay and vendor reports
- Maintain support schedules and work papers
- Prepare and review vendor reports
- Collect, process, and associate invoices, cash, and receipts
- Participate in meetings, group discussions, and conference calls
- Share information with team members
- Assist with client deliverables
- Manage projects and participate in information collection
Requirements
What you’ll need- Associate’s 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 and seeks to improve 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
Benefits
Comp & perks- Annual cash bonus
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)