Focus Financial Partners
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The Associate will support and drive growth for RIA partner firms, serve as a junior relationship manager, analyze P&L changes, and contribute to financial initiatives within the organization.
The Executive Assistant supports senior executives by managing calendars, travel, and expenses. Responsibilities include organizing meetings, preparing reports, and ensuring executives have necessary information for events. The role requires strong organizational skills and the ability to manage multiple projects under pressure.
The Associate will participate in all steps of the M&A process, including due diligence, financial analysis, and structuring deal terms. They will work closely with senior team members and coordinate with stakeholders to drive deals to completion, while maintaining M&A pipelines and preparing investment and term sheets.
The Accountant will review and process invoices, execute payments, reconcile discrepancies, assist with month-end close, prepare journal entries, analyze financial data, handle employee expense reports, and support team projects.