Senior Accountant

Conshohocken, PA

Posted: 07/11/2019 Employment Type: Direct Hire Industry: Accounting Job Number: 715

Senior Accountant

An established Wealth Management Firm in the Philadelphia area is in search of a Senior Accountant to join their growing team. The Senior Accountant will be working directly with the accounting team on various client accounts.


Responsibilities of the Senior Accountant:
  • Perform Monthly and Year end closings
  • Prepare budgets
  • Prepare Financial statements and ad hoc reports
  • Maintain General Ledgers
  • Reconcile balance sheet accounts
  • Cash Management
  • AR/AP
  • Investment accounting
  • Work cross-functionally to support the preparation of financial budgeting, planning, and analysis.


Requirements of the Senior Accountant:
  • 4-7 years of relevant experience
  • Strong Excel skills
  • QuickBooks experience
  • Advent experience is a plus
  • Experience with auditing is a plus
  • Bachelor’ s in Accounting/Finance
  • Demonstrated strong problem-solving skills with high level of attention to detail
  • Highly analytical as well as comfortable working cross-functionally with all departments within the organization.


Benefits: Employer Contribution Plan (401k), Healthcare, Dental, Performance Bonus

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