Sr Analyst, Accountant

StoneTurn Group LLPLos Angeles, CA

About The Position

The Sr Analyst, Accountant supports client engagements by combining core accounting responsibilities with administration support for fiduciary roles. This is a billable role on the Client Services team, with direct responsibility for financial accuracy, budget management, and execution across multiple client accounts. Operating at a Senior Analyst / Staff Accountant level, this role is accountable for managing expenses, forecasting, and financial reporting for multiple client budgets, while also supporting administration and claims activity in accordance with governing documents and applicable regulations. The role requires strong technical accounting skills, sound judgment, and the ability to manage multiple client matters simultaneously.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field required
  • 2–4 years of relevant experience in accounting, professional services, financial services, or trust administration
  • Demonstrated experience with general ledger accounting, reconciliations, and financial reporting
  • Experience supporting budgets, forecasts, and financial analysis across multiple engagements or clients
  • Strong proficiency in Excel and financial systems
  • Multi‑Client Expense Ownership & Budget Forecasting
  • General Ledger Management & Account Reconciliations
  • Client‑Level Financial Reporting & Variance Analysis
  • Administration with Fiduciary Discipline
  • Claims Processing, Tracking & Documentation Control
  • Professional Judgment, Accuracy & Confidentiality
  • Prioritization & Execution Across Concurrent Client Engagements

Nice To Haves

  • CPA certification or eligibility to sit for the CPA exam preferred
  • Exposure to trust, estate, fiduciary services, or claims administration preferred

Responsibilities

  • Maintain accurate financial records and ensure transactions are properly recorded in accordance with accounting standards and firm policies
  • Ensure accuracy of general ledger entries and reconcile subsidiary ledgers to the general ledger
  • Prepare balance sheets, profit and loss statements, and other financial reports supporting client engagements
  • Own expense tracking and forecasting for multiple client budgets, leveraging both historical data and forward-looking analysis
  • Analyze current costs, revenues, financial commitments, and obligations to forecast future revenues and expenses
  • Monitor budget performance across multiple clients, identify variances, and provide clear financial insight to support engagement execution
  • Support the administration and management of accounts in accordance with specified terms and applicable regulations
  • Execute day-to-day administration activities, including coordination related to distributions and other fiduciary processes
  • Coordinate outbound claims by validating contract information, ensuring mailing lists are complete, and confirming required documentation
  • Process inbound claims by reviewing, logging, and assigning claims accurately to the appropriate account
  • Maintain organized and accurate account and claims records to support fiduciary oversight, auditability, and timely resolution
  • Support communication related to applicable matters, escalating complex fiduciary issues as appropriate

Benefits

  • Excellent salary and bonus plans
  • Competitive benefits package
  • Company 401K plan
  • Company profit-sharing plan
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