Accounting Analyst

There’s life at work and life outside of work. We want everyone to be healthy, travel
often, and have the financial resources and support they need.

• 100% Company paid Health, Dental & Vision
• Retirement with company contribution
• Generous PTO
• 8 Company Paid Holidays

"My favorite part of my role at AM Advisors is when I get to meet with members of the team! They're really easy to work with, and everyone has a "Get it done" attitude. It's great to see how everyone's tasks (big or small) flow into creating the Performance Oracle because this shows how we are all essential members."

We are always looking for bright, hardworking people. If you think you can contribute

We are looking for a Senior Accounting Analyst to join our talented team at AM Advisors. AM Advisors is a CFO and accounting practice based in Oakland, CA, changing the world of business accounting for small companies. We have a growing list of 40+ clients with an emphasis on architecture and engineering firms.

To succeed in this role, you must have a solid knowledge of bookkeeping and accounting processes. Our ideal candidate is extremely professional, with excellent communication and organizational skills, who can effectively manage multiple client projects and relationships.

• Manage outstanding items and projects of clients for deadlines and timely completion and/or resolution
• Supervise employees (Accounting analyst and clerks) performing financial reporting, accounting, billing and payroll
• Hands‑on accounting includes invoicing, accounts payable, payroll, accounts receivable processing, bank reconciliations, journal entries, financial report preparation and problem resolution of accounting issues Prepare, examine, or analyze accounting records, financial statements, or other financial reports
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, reports required by regulatory agencies; ensure records are in compliance with all applicable government regulations and professional standards
• Maintain current knowledge of organizational policies and procedures
• Analyze financial details to identify development opportunities and areas where improvement is needed
• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met

• Bachelor’s degree in accounting, finance, or a related field
• 3-5 years post college work experience
• 1-2 years experience in a managerial role (overseeing 1-2 employees)
• Excellent attention to detail with strong analytical skills
• Solid understanding of Quick Books, Quick Books Online, and MS Office
• Excellent communication and organizational skills

We are looking for an Accounting Bookkeeping Analyst to join our talented team at AM Advisors. AM Advisors is a CFO and accounting practice based in Oakland, CA, changing the world of business accounting for small companies. We have a growing list of 40+ clients with an emphasis on architecture and engineering firms.

To succeed in this role, you must have a basic knowledge of bookkeeping and accounting processes. Our ideal candidate is extremely professional, with strong communication and organizational skills, and is excited at the opportunity to work with multiple clients across various industries. Excellent growth opportunities in this role.

• Support Senior Analysts with multiple clients’ outstanding items
• Hands‑on accounting including invoicing, accounts payable, payroll, accounts receivable processing, bank reconciliations, journal entries, financial report preparation and problem resolution of accounting issues
• Prepare financial statements or other financial reports
• Execute month‑end bookkeeping functions

• Bachelor’s degree in accounting, finance, or a related field
• 1-2 years of bookkeeping experience
• Providing references required
• Excellent attention to detail with strong analytical skills
• Basic understanding of Quick Books, Quick Books Online, and MS Office
• Excellent communication and organizational skills