Sr Analyst, Accountant

Role Summary

The Sr Analyst, Accountant supports client engagements by combining core accounting responsibilities with administration support for fiduciary roles. This is a billable role on the Client Services team, with direct responsibility for financial accuracy, budget management, and execution across multiple client accounts.

Role And Responsibilities

• • Maintain accurate financial records and ensure transactions are properly recorded in accordance with accounting standards and firm policies
  • Ensure accuracy of general ledger entries and reconcile subsidiary ledgers to the general ledger
  • Prepare balance sheets, profit and loss statements, and other financial reports supporting client engagements
• Own expense tracking and forecasting for multiple client budgets, leveraging both historical data and forward-looking analysis
• Analyze current costs, revenues, financial commitments, and obligations to forecast future revenues and expenses
• Monitor budget performance across multiple clients, identify variances, and provide clear financial insight to support engagement execution
• Claims Management
• Support the administration and management of accounts in accordance with specified terms and applicable regulations
• Execute day-to-day administration activities, including coordination related to distributions and other fiduciary processes
• Cook outbound claims by validating contract information, ensuring mailing lists are complete, and confirming required documentation
• Process inbound claims by reviewing, logging, and assigning claims accurately to the appropriate account
• Maintain organized and accurate account and claims records to support fiduciary oversight, auditability, and timely resolution
• Support communication related to applicable matters, escalating complex fiduciary issues as appropriate

Qualifications / Ideal Candidate

• Bachelor’s degree in Accounting, Finance, or a related field required
• CPA certification or eligibility to sit for the CPA exam preferred
• 2–4 years of relevant experience in accounting, professional services, financial services, or trust administration
• Demonstrated experience with general ledger accounting, reconciliations, and financial reporting
• Experience supporting budgets, forecasts, and financial analysis across multiple engagements or clients
• Exposure to trust, estate, fiduciary services, or claims administration preferred
• Strong proficiency in Excel and financial systems

Core Competencies

• Multi ‑ Client Expense Ownership & Budget Forecasting
• General Ledger Management & Account Reconciliations
• Client ‑ Level Financial Reporting & Variance Analysis
• Administration with Fiduciary Discipline
• Claims Processing, Tracking & Documentation Control
• Professional Judgment, Accuracy & Confidentiality
• Prioritization & Execution Across Concurrent Client Engagements

Benefits

• Excellent salary and bonus plans
• Competitive benefits package
• Company 401K plan
• Company profit-sharing plan

Our Benefits

• Excellent salary and bonus plans
• Competitive benefits package
• Company 401K plan
• Company profit-sharing plan

Additional Information

• This job description outlines the primary responsibilities of the position. It does not encompass all duties that may be required in this role.
• The employee may be expected to perform additional job-related tasks and responsibilities as instructed by management within the boundaries of applicable law.
• Management reserves the right to add, revise, or delete information in this job description.
• Reasonable accommodation will be provided for qualified individuals with disabilities as required by law.
• This document does not create an employment contract, implied or otherwise.