Top Finance Jobs

Manage and grow a client base of individuals and families by delivering comprehensive financial planning and investment management, collaborating with tax, legal, and estate specialists, and operating within a compliance-ready environment while running an independent practice.

Build and grow a client base by delivering personalized investment, insurance, and financial-planning advice. Conduct discovery, design tailored strategies, present solutions, and cultivate long-term, referral-generating relationships with support for licensing and practice development.

Build and grow a client base by delivering personalized investment, insurance, and financial planning advice. Conduct discovery conversations, design tailored financial strategies, present recommendations, and maintain relationship-first service. Supported by firm resources, mentorship, licensing path, and performance-based compensation.

Perform month-end close tasks, journal entries, reconciliations, fixed asset management, and prepare financial statements. Support budgeting, forecasting, KPI analysis, ad hoc reports, and strategic finance projects to inform leadership decisions.

Senior-level accountant responsible for general ledger maintenance, complex journal entries, reconciliations, and advanced data analysis. Prepares monthly and external regulatory financial reports, annual tax filings, supports audits, develops reports using Excel and reporting/GL software, collaborates with internal teams and regulators, and mentors finance staff.

Full-cycle bookkeeper responsible for payroll and complex sales commission calculations and disbursements. Maintain QuickBooks records, process bi-weekly/semi-monthly payroll for W-2 and 1099, ensure multi-state payroll tax compliance, reconcile accounts, prepare year-end tax documents, and partner with sales leadership and external CPA to resolve commission disputes and support month/year-end close.

Maintain and reconcile POS transactions and vendor records, post transactions into NetSuite, investigate and resolve discrepancies, support month-end close and reporting, partner with service center managers to improve financial accuracy and coach on procedures.

Reconcile POS transactions and financial records for assigned locations; validate vendor invoices; post transactions into NetSuite; investigate and resolve discrepancies; support month-end close and reporting; partner with service center managers to improve accuracy and coach on financial procedures.

Oversee day-to-day accounting for assigned clients, manage month-end close, prepare and review financial statements, review bookkeeping, assist with payroll and reconciliations, communicate with clients, and drive process improvements.

Lead preparation and review of financial statements and SEC filings for public and private clients; manage monthly/quarterly/annual reporting cycles; coordinate audits and external advisors; research and apply U.S. GAAP; drive reporting process improvements and automation; maintain internal controls; supervise and mentor team members while advising clients on accounting and disclosure matters.

Provide outsourced controllership and accounting services for small- and mid-sized private clients: manage month-end close, reconciliations, payroll entries, fixed assets, tax returns, compiled financial statements, and client advisory. Review and prepare journal entries, bank/credit card reconciliations, prepaid/accrual schedules, 1099s, and business personal property returns while coordinating deliverables with client managers.

Hybrid role combining day-to-day accounting (GL entries, reconciliations, AP/AR, payroll admin support, month-end close, audit prep) with on-site IT coordination and general office administration, including onboarding logistics and vendor management.

Lead credit analysis and monitoring for large, complex commercial borrowers; recommend loan structures, perform market and financial (including sensitivity) analysis; monitor covenants and risk ratings; report credit quality to management; advise on credit policy and support client relationship management.

Support credit administration, portfolio oversight, and underwriting for commercial loans. Duties include financial statement spreading and analysis, preparing credit presentations, covenant tracking, loan reporting, third-party report management, loan file reviews, and participation in Credit Committee. Responsibilities scale from analyst tasks to independent underwriting, portfolio monitoring, and mentorship at senior levels.

Provide accounts receivable and donor/grant revenue accounting support for a nonprofit: invoicing, payment processing, reconciliations, bank deposits, month/year-end close assistance, reporting, collections, compliance with grant/donor restrictions, data management in accounting and fundraising systems, and support for audits and process improvements.

Oversee the organisation's investment portfolio and related accounting, monitoring, reporting, and audits. Improve investment and finance policies, support Finance and Investment Committee, prepare government returns, perform data analytics for process improvement, and drive finance transformation and automation initiatives.