Senior Associate, Accounting & Finance

About the role

We are seeking a highly motivated Senior Associate, Accounting & Finance, to join our growing Accounting & Finance team. This is a newly created role designed to support a broad range of accounting, financial reporting, and operational initiatives across the firm.

Responsibilities

• Perform monthly balance sheet and income statement reconciliations
• Aid with financial statement reviews
• Support data gathering for tax filings and external audits (401(k), workers’ comp, etc.)
• Aid with ASC 842 lease accounting
• Aid with fund administration and accounting
• Process and review expense reports
• Serve as a Vantagepoint system expert and administrator
• Contract Review & Business Development Support
• Aid with contract reviews in coordination with legal and finance
• Support RFP submissions
• Manage new client registration portals and onboarding requirements
• FP&A & Reporting Support
• Quarterly reporting for internal and external stakeholders
• Aid with project-level billing, reporting, and analysis
• Support state and local tax reporting
• Meetings & Administrative Support
• Participate in firm-wide and finance team meetings
• Support internal coordination and respond to administrative requests
• Aid with documentation and follow-ups from cross-functional teams
• Process Improvement & Growth
• Participate in process improvement initiatives and system implementations
• Aid with ad-hoc financial and operational projects
• Continuously develop technical, accounting, and systems skills

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 1–3 years of relevant experience in accounting, finance, or professional services preferred
• Strong Excel skills; experience with ERP systems (Deltek Vantagepoint a plus)
• Detail-oriented with strong organizational and analytical skills
• Ability to manage multiple priorities in a dynamic environment
• Strong communication skills and a collaborative mindset
• Interest in learning and growing within a finance organization
• Comfort with learning and implementing new technology and programs, including AI tools

Qualifications

• Minimum qualifications include a bachelor’s degree in Accounting, Finance, or related field
• Experience in accounting, finance, or professional services is preferred
• Strong Excel skills and experience with ERP systems (Deltek Vantagepoint a plus)
• Detail-oriented with strong organizational and analytical skills
• Ability to manage multiple priorities in a dynamic environment
• Strong communication skills and a collaborative mindset
• Interest in learning and growing within a finance organization
• Comfort with learning and implementing new technology and programs, including AI tools

Skills

• Accounting
• Finance
• ERP Systems (Deltek Vantagepoint)
• Excel
• Financial Analysis
• Project Management
• Communication
• Collaboration

Benefits

• Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year
• 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
• Competitive vacation and wellness/sick time offered for employees
• Family planning and fertility benefits
• Employee stipend for continuing education and professional development
• Employer-paid family leave after one year of employment
• Commuting stipend for team members not driving to work
• Cell phone stipend
• Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location
• Option to participate in FSA and 401(k) plan
• Employer contribution to 401(k) annually
• Access to back-up childcare, elder care, pet care, and other in-home resources
• Enjoyment of hosted in-office lunches and social events on a regular basis
• Paid time off to volunteer