Staff Accountant

Our client,
Three Strands
, is the shared services organization supporting a growing portfolio of wealth management and financial services companies
, including 49 Financial, The Collective, and Alongside. By centralizing key business functions, Three Strands provides the operational infrastructure, consistency, and expertise that enables each business to focus on serving its clients and growing its organization.

As the portfolio continues to grow, Three Strands is building scalable processes and infrastructure to support its businesses and is seeking talented professionals to help strengthen its finance and accounting function.

Three Strands is seeking a Staff Accountant to support day-to-day accounting operations across the organization. This is a hands‑on role responsible for maintaining accurate financial records, managing accounts payable and employee expenses, performing reconciliations, and supporting the monthly close process.

The ideal candidate is detail-oriented, organized, and comfortable working in a fast‑paced, growing environment. This person will work closely with the Finance & Accounting team as well as internal departments and external vendors to ensure financial transactions are processed accurately and efficiently.

• Support day-to-day accounting activities and maintain accurate financial records.
• Review source documentation to ensure revenue and other financial transactions are accurately calculated, recorded, and supported.
• Prepare and record journal entries as part of the accounting and close process.
• Maintain complete and accurate supporting documentation for financial transactions.

• Manage the accounts payable process, including vendor setup, invoice processing, approvals, and timely payments.
• Maintain vendor records and W-9 documentation in accordance with company policies and procedures.
• Process employee expense reimbursements and administer the corporate credit card program.
• Monitor outstanding accounts and follow up on aged balances and unresolved items.

• Perform monthly bank account reconciliations and research and resolve discrepancies.
• Assist with month-end close activities, including journal entries, account reconciliations, and supporting schedules.
• Help ensure financial information is complete, accurate, and reported on a timely basis.
• Assist with the preparation of financial reports and other accounting analyses.

• Support the preparation and data entry associated with semi-monthly payroll processing.
• Assist with financial analysis, budgeting, and forecasting activities as needed.
• Utilize accounting software and financial systems to support daily accounting operations.

• Identify opportunities to improve accounting processes, controls, and operational efficiency.
• Participate in process improvement initiatives and help implement scalable accounting procedures.
• Provide accounting support for special projects and other business initiatives as assigned.

• 4+ years of accounting experience in a Staff Accountant or similar accounting role.
• Bachelor's degree in Accounting, Finance, or a related field required;
  Master's degree preferred.
• Strong understanding of GAAP and fundamental accounting principles and procedures
  .
• Strong proficiency in Microsoft Excel
  , including the ability to work with financial data, reconciliations, and reporting.
• Hands‑on experience with accounts payable, account reconciliations, journal entries, and month‑end close.
• Strong analytical and problem‑solving skills with exceptional attention to detail.
• Highly organized with the ability to manage multiple priorities and meet deadlines.
• Strong written and verbal communication skills.
• Ability to work independently while collaborating effectively with internal teams and external partners.
• Experience with Quick Books, Salesforce, , and/or Sage Intacct is preferred.
• High level of professionalism, integrity, discretion, and accountability.