Financial Advisory - Accounting Specialist

About the role

The Accounting Specialist plays a crucial role in supporting the ProVise Management Group team. This position connects clients, support team, and advisors, ensuring smooth financial operations and reporting.

Responsibilities

• Maintain and manage company financial data and transactions
• Record and document financial activity in accounting systems
• Handle billing, accounts receivable (AR), and accounts payable (AP)
• Identify and correct accounting discrepancies
• Collaborate with senior leadership to prepare financial reports, including P&L statements, balance sheets, and general ledgers
• Generate invoices for financial planning as needed
• Oversee and streamline bookkeeping processes
• Track budget performance and evaluate expenses
• Reconcile incoming and outgoing financial accounts
• Support operational tasks such as filing property taxes, managing computer inventory, and processing commission payments
• Support the Compliance program

Requirements

• Bachelor’s degree in Accounting, Finance, or Business
• 5+ years of experience in accounting, bookkeeping, or finance
• Excellent communication skills (verbal, written, and listening)
• Ability to follow written and oral instructions
• Proficiency in accounting software and spreadsheets (e.g., QuickBooks, NetSuite)
• Exceptional attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Skilled in communicating complex financial data clearly
• Solid understanding of financial transactions, including AP and AR

Qualifications

• Proficient in Microsoft Office Suite
• Knowledge of Broker Dealer and Investment Advisory Regulations (a plus)
• Demonstrates personal integrity, honesty, and ability to handle confidential information
• Excellent time management and strong organizational skills
• Ability to prioritize multiple tasks and anticipate potential problems
• Commitment to professionalism, accountability, customer focus, and teamwork

Skills

• Strong analytical and problem-solving skills
• Excellent communication skills (verbal, written, and listening)
• Proficiency in accounting software and spreadsheets
• Attention to detail and organizational skills
• Ability to follow written and oral instructions
• Knowledge of Broker Dealer and Investment Advisory Regulations (a plus)

Benefits

• Competitive pay and benefits
• 401(k) plan
• Health insurance
• A competitive benefits package
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position, Monday through Friday, with flexible scheduling options.