Accounting Associate

MCF is an investment management company that serves clients through three divisions:
Wealth Management Services, Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Retirement Plan Services Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Retirement Plan Services Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts.

The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor.

MCF is seeking a detail-oriented and highly organized Accounting Associate with strong bookkeeping expertise to support our Tax & Accounting Department. The ideal candidate will be responsible for maintaining accurate financial records, reconciling accounts, and ensuring compliance with accounting standards. This role requires strong analytical skills, accuracy, and the ability to manage multiple priorities in a fast-paced environment.

• Maintain accurate and up-to-date financial records
• Perform daily bookkeeping activities including journal entries and ledger maintenance
• Manage accounts payable and accounts receivable processes
• Reconcile bank statements, credit cards, and general ledger accounts
• Prepare monthly, quarterly, and year-end financial reports, and additional ad-hoc reports, as needed
• Assist with budget preparation and expense tracking
• Record and have general knowledge of payroll entries from a third-party processor
• Ensure compliance with company policies and accounting regulations
• Identify discrepancies and resolve financial issues promptly
• Communicate timely and professionally both internally and externally
• Actively participate regularly in team meetings

• Bachelor’s degree in accounting, finance, or related field
• CPA candidate, or relevant accounting certification preferred
• 2–5 years of relevant experience
• Proficient in Quickbooks, with willingness to obtain Pro Advisor certification
• Organized with great attention to detail
• Well versed in Microsoft Office (particularly Word and Excel), other applicable software applications, and CRM software
• Ability to handle multiple tasks simultaneously and prioritize accordingly
• Self-motivated, ability to work collaboratively with the entire MCF team
• Personal characteristics:
  Client-first attitude, team player, ability to think critically and analytically, engaged in learning and expanding personal knowledge