Finance/Accounting Analyst
About The Position
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations. Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom. 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
