Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions. The Accounting Analyst role is designed for someone early in their career to support the Finance and Accounting team with day-to-day financial and accounting activities, contributing to accurate financial reporting and operations.
Responsibilities
- Support the monthly financial close process
- Assist with investment and bank account reconciliations
- Support accounts payable and receivable processes
- Support client billing operations
- Coordinate with internal teams and external partners
- Assist with monthly financial statement preparation (Balance Sheet and Profit & Loss)
- Help verify daily cash activity and support wire and ACH preparation
- Support expense reporting through Expensify
- Assist with quarterly investment reporting and summaries
- Support billing setup and coordination with client-facing teams
- Participate in ad-hoc projects and analyses as part of ongoing learning and development
Skills
- Bachelor's degree in Accounting, Finance, or a related field
- 1–2 years of relevant experience
- Strong attention to detail and willingness to learn new systems and processes
- Ability to manage tasks, meet deadlines, and ask questions when clarification is needed
- Clear, professional written and verbal communication skills
- CPA not required; interest in pursuing further accounting or finance education is a plus
- Working knowledge of Microsoft Excel; exposure to QuickBooks or similar systems is helpful but not required
Company Overview
Our mission statement is to give our clients the freedom to pursue what matters most to them. It was founded in 2004, and is headquartered in Morristown, New Jersey, USA, with a workforce of 51-200 employees. Its website is http://www.simonquickadvisors.com/.
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