Finance Associate

We areseekinga highly motivated, exceptionally detail-oriented professional to join our team and help manage and enhance the firm’s finance, accounting, reporting, and compliance functions. This role offers a unique opportunity to gain broad exposure to all aspects of a growing wealth management firm while partnering closely with senior leadership and working directly with the Senior Finance Associate. The ideal candidate is proactive, organized, and eager to contribute to a collaborative environment where continuous improvement, operational excellence, and innovation are valued.

Through this role, you will play a keypartinmaintainingthe firm’s financial integrity, supporting regulatory and operational requirements, and driving process enhancements across the finance function. You will alsohave the opportunity toparticipatein cross-functional projects and strategic initiatives that support firm objectives, adapt to evolving business needs, and contribute yourexpertiseto opportunities that extend beyond core finance responsibilities.

• Maintain the firm’s books and records to produce and analyze monthly financial statements.

• Coordinate with third-party accounting firms tofacilitatethe preparation of our company tax returns and annual private fund audit.

• Update, gather and distribute data related to the firm’s private funds.

• Support the firm’s client billing process by calculating, processing, and reconciling quarterly fees and client statements.

• Support the firm’s accounts payable and receivable functions.

• Manage relationships with the firm’s banks and vendors.

• Assist with the preparation of annual business filings and insurance renewals.

• Assistin annual and quarterly regulatory filings and compliance reviews.

• Execute various projects within the finance function to enhance processes and reporting needs.

• Participates in cross-functional projects and strategic initiatives that support firm objectives, adapting to evolving business needs,and contributingexpertiseto opportunities that extend beyond core responsibilities.

• Demonstrates the highest standards of professionalism, integrity, and confidentiality.

• Strong interest in accounting and finance, with a passion for working with numbers and financial analysis.

• Strong work ethic with exceptional attention to detail and a commitment to accuracy.

• Highly organized with the ability to manage multiple priorities, solve complex problems, and deliver high-quality work in a fast-paced environment.

• Excellent verbal and written communication skills, with the ability to communicate effectively across all levels of the organization.

• Proven ability to work both independently and collaboratively in a team-oriented environment.

• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.

• Familiarity with accounting, finance, and payroll systems such as Quick Books Onlineor  Rippling is preferred.

• Bachelor’s degree in Accounting required; candidates currently pursuing abachelor’s degree in Accounting and expected to graduate within the next 12 months will be considered.

• Certified Public Accountant (CPA) designation ora strong desireto pursue the CPA credential.

• 0–3 years of professional experience in accounting, finance, ora related field.

• Previous internship or co-op experience in accounting, finance, ora related field preferred.

Theanticipatedbase salary range for this position is $65,000 – 80,000 annually. Actual compensation will bedeterminedbased on factors such as education, experience, skills, job-related knowledge, geographic location, and other business considerations.

Base salary is only onecomponentof our total rewards package. Eligible employees may participate in a competitive benefits program that includes health insurance, life insurance, short- and long-term disability coverage, paid time off, a profit-sharing 401(k) retirement plan (when eligible), opportunities for professional growth, and, where applicable, discretionary bonus opportunities subject to company policy and individual and/or company performance.

Visa sponsorship is not available for this position.