Financial Advisory - Accounting Specialist

Kestra • Clearwater, FL

9d • Onsite

About The Position

ProVise Management Group is an RIA in sunny Tampa Bay, managing over $2 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision.
We strive to create a culture of excellence, one that is people-centric and forever focused on what is best for our clients. We offer a supportive and collaborative work environment, an involved leadership team who will happily work to mentor you, and a well-defined career path. We believe strongly in work-life balance and enjoy having fun. We are looking to grow the business by building a team that is passionate about being a part of something special. This role is critical to our long-term success, and you will be rewarded personally and professionally for your excellence.
The Accounting Specialist at ProVise Management Group is an integral part of our team, serving as the connection between our clients, support team, and advisors. This great communicator, influencer, and enthusiastic person will support the vision, positive culture, and team spirit. Position is in Clearwater, FL office. Must be able to work in the office during scheduled work hours. The Accounting Specialist diligently works to support our ProVise team.

Requirements

• Bachelor’s degree in Accounting, Finance or Business required
• Ideally, 5 years of experience in an accounting, bookkeeping, or finance role
• Excellent communication skills (verbal, written and listening)
• Ability to follow written and oral instructions
• Ability to work well with all levels of management and staff
• Proficiency in accounting software and spreadsheets (e.g., QuickBooks, NetSuite)
• Exceptional attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Skilled in communicating complex financial data clearly
• High-level data entry accuracy
• Solid understanding of financial transactions, including AP and AR Description
• Proficient in Microsoft Office Suite
• Demonstrates personal integrity, honesty and ability to deal with confidential information
• Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems
• Commitment to professionalism, accountability, customer focus, and teamwork

Nice To Haves

• Knowledge of Broker Dealer and Investment Advisory Regulations a plus

Responsibilities

• Monitor and manage company financial data and transactions
• Record and document financial activity in accounting systems
• Handle billing, accounts receivable (AR), and accounts payable (AP)
• Identify and correct accounting discrepancies
• Collaborate with senior leadership to prepare financial reports, including P&L statements, balance sheets, and general ledgers
• Maintain accurate billing records and resolve discrepancies through research and analysis
• Generate invoices for financial planning as needed
• Oversee and streamline bookkeeping processes
• Track budget performance and evaluate expenses
• Reconcile incoming and outgoing financial accounts
• Support operational tasks such as filing property taxes, managing computer inventory, and processing commission payments
• Supports Compliance to maintain an effective and robust investment advisory compliance program

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees