Position Summary
The Accountant is an internal finance role supporting the day-to-day financial operations across Focus Partners Australia and Escala.
Working closely with the Senior Accountants, this role plays a key part in delivering accurate and timely financial processing, maintaining strong financial controls, and supporting month-end activities across both businesses.
The role provides hands-on support across accounts payable, receivable, and transactional finance, while also contributing to a well-organised and efficient Finance function.
Primary Responsibilities
Accounts Payable & Expenses
- Enter supplier invoices and bills into Xero accurately and in a timely manner
- Prepare and process weekly accounts payable payment runs
- Monitor outstanding invoices and follow up on discrepancies
- Review employee expense claims, ensuring compliance and completeness
- Follow up with employees for missing receipts or documentation
- Prepare monthly expense reporting
Accounts Receivable
- Support debtor management and collections (primarily accounting invoices)
- Monitor aged receivables and follow up with internal teams or clients as required
- Assist with allocation of receipts and reconciliation of AR balance.
Banking & Transactions
- Perform daily saving and coding of bank transactions for Commpay processing
- Maintain accurate and up-to-date banking records
- Complete bank reconciliations in Xero
- Prepare weekly Escala bank transaction reports
Internal Billing & Intercompany Transactions
- Prepare and process internal invoicing (e.g. service fees, salary on-charges, training costs)
- Support intercompany transactions across Focus Partners Australia and Escala
- Ensure accuracy and consistency in internal cost allocations
Month-End & Reporting Support
- Assist with month-end processes, including reconciliations and data preparation
- Save and organise finance documentation (e.g. bank statements, commission statements)
- Support preparation of working papers and reports
- Ensure financial records are complete, accurate, and audit-ready
General Finance Support
- Assist with other finance and reporting activities (e.g. invoicing, system updates, revenue tracking) as required
- Provide responsive support to internal stakeholders across both businesses
- Assist the broader Finance team with ad hoc tasks as required
Qualifications
- Bachelor’s degree in accounting or related discipline.
- 2 + years’ experience public practice or in a similar finance, accounts or assistant accountant role
- Familiarity with accounts payable, receivable and bank reconciliations
- Intermediate Excel skills
- Experience using Xero (or similar accounting software)
- Strong attention to detail and accuracy
- Good organisational skills and ability to manage competing priorities
- Confident communicator with a proactive approach to follow-ups
Skills and Attributes
- Reliable and consistent in delivering accurate work
- High attention to detail with strong sense of ownership
- Team-oriented with a willingness to support others
- Proactive and keen to learn
- Comfortable working across multiple entities and stakeholders
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's degree in accounting or related discipline
- 2+ years' experience in public practice or similar finance/accounts/assistant accountant role
- Familiarity with accounts payable, accounts receivable, and bank reconciliations
- Intermediate Excel skills
- Experience using Xero or similar accounting software
- Strong attention to detail and accuracy
- Good organisational skills and ability to manage competing priorities
- Confident communicator with a proactive approach to follow-ups
- Comfortable working across multiple entities and stakeholders
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
