Finance Specialist

Seventy2 Capital Wealth Management is a rapidly growing, entrepreneurial wealth management practice that is in the process of building out its internal accounting function. With a strong leadership team and continued expansion, we are building a robust and scalable finance operation that currently supports 16 offices and 175 team members.

This role offers a unique opportunity to step into a high-impact position, taking ownership of core accounting operations while helping to build the infrastructure needed to support long-term growth.

This is an ideal opportunity for a detail-oriented accounting professional who enjoys operating in a dynamic, build-stage environment and wants to deepen their experience across accounts payable, general ledger, and month-end close processes.

Position Overview

The Finance Specialist will serve as a key member of the finance team, responsible for owning the day-to-day accounts payable function, general ledger, and supporting month-end close, including preparation of accrual entries

This role requires strong attention to detail and reliable follow-through on recurring deadlines, while also contributing to process improvements and internal controls as the accounting function scales. You will partner closely with the Finance Director, gaining exposure to broader accounting operations and month-end financial reporting.

Key Responsibilities

Accounts Payable & General Ledger

• Process full-cycle accounts payable, including invoice receipt, coding, approval routing, and payment processing
• Process and match invoices to purchase orders and receipts; research and resolve discrepancies
• Post accounts payable transactions and related journal entries accurately and timely to the general ledger
• Maintain vendor records, W-9 collection, and 1099 tracking
• Post and reconcile the accounts payable subledger to the general ledger on a daily basis
• Respond to vendor inquiries and resolve billing or payment issues directly with vendors and internal stakeholders
• Maintain organized, audit-ready AP documentation and support recordkeeping

Accruals & Month-End Close

• Prepare and post monthly accrual entries, including accrued expenses, accrued AP, and prepaid expenses
• Support the monthly, quarterly, and year-end close process, ensuring AP-related activity is complete and accurate across multiple entities
• Prepare account reconciliations related to accounts payable and accrued liabilities
• Maintain and adhere to close checklists and deadlines
• Assist in preparing supporting schedules for financial statements and management reporting

Process Improvement & Internal Controls

• Identify and help implement improvements to accounts payable workflows and controls
• Support the development of scalable AP procedures as the company continues to grow
• Assist with future systems enhancements and automation of AP processes

Compliance & Audit Support

• Prepare and lead annual 1099 preparation and filings
• Support audit and tax preparation requests related to accounts payable, in partnership with external providers

Business Partnership

• Collaborate with internal teams to resolve invoice and payment issues in a timely manner
• Work directly with the Finance Director on AP-related initiatives and ad hoc projects

Qualifications

• Bachelor's degree in Accounting, Finance, or related field preferred
• Strong working knowledge of full-cycle accounts payable and general ledger posting
• Experience preparing accruals and supporting month-end close processes
• High attention to detail with a commitment to accuracy and deadlines
• Proficiency with accounting software/ERP systems and strong Excel skills

Preferred (but not required):

• Experience with in financial services, wealth management, or professional services
• Exposure to audit and 1099/tax filing processes

What We’re Looking For

• A detail-oriented professional who takes ownership of recurring deadlines and deliverables
• Someone who thrives in an evolving environment and can adapt as priorities shift
• A proactive problem-solver who follows through on vendor and internal issues
• Strong organizational skills with a commitment to accuracy and accountability
• A collaborative team member who communicates well across departments

Why Join

• Direct exposure to senior finance leadership in a growing organization
• Opportunity to help build and shape the accounting function from the ground up
• Clear path for growth into broader accounting responsibilities
• Dynamic, entrepreneurial culture with an engaged leadership team