Accounting Analyst

Simon Quick Advisors • Morristown, NJ

7d • $75,000 • Hybrid

About The Position

The Finance/Accounting Analyst is an entry-level role that supports the Finance and Accounting team with day-to-day financial and accounting activities. This position is designed for someone early in their career who is eager to learn, develop technical skills, and grow within a financial services environment while contributing to accurate financial reporting and operations.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of relevant experience
• Working knowledge of Microsoft Excel; exposure to QuickBooks or similar systems is helpful but not required.
• Strong attention to detail and willingness to learn new systems and processes.
• Ability to manage tasks, meet deadlines, and ask questions when clarification is needed.
• Clear, professional written and verbal communication skills.

Nice To Haves

• CPA not required; interest in pursuing further accounting or finance education is a plus.
• Working knowledge of Microsoft Excel; exposure to QuickBooks or similar systems is helpful but not required.

Responsibilities

• Support the monthly financial close process
• Assist with investment and bank account reconciliations
• Support accounts payable and receivable processes
• Support client billing operations
• Coordinate with internal teams and external partners
• Assist with monthly financial statement preparation (Balance Sheet and Profit & Loss).
• Help verify daily cash activity and support wire and ACH preparation.
• Support expense reporting through Expensify.
• Assist with quarterly investment reporting and summaries.
• Support billing setup and coordination with client-facing teams.
• Participate in ad-hoc projects and analyses as part of ongoing learning and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level