Staff Accountant

Flourish•New York, NY
•$75,000 - $115,000

About The Position

Flourish is transitioning to a standalone, PE-backed organization. The Staff Accountant will join the finance team, report to the Controller, and support core accounting operations and financial processes during a critical stage of growth. The role is responsible for timely, accurate financial reporting, audit support, and cross-organizational partnership to help build scalable infrastructure aligned with long-term growth. The position includes executing month-end close activities; preparing journal entries, reconciliations, and GAAP financial statements; managing accounts payable, credit card, and TE processes; recording and reconciling banking, payroll, and other HR-related transactions; and supporting cash flow, liquidity, debt covenant, audit, compliance, and broker-dealer regulatory reporting. The Staff Accountant also supports budgeting and forecasting, carve-out and TSA exit efforts, system readiness and UAT, and the identification of process improvements and automation opportunities, including the use of AI tools.

Requirements

  • Bachelor's degree in Accounting.
  • Ability to pass a fingerprint background check to qualify as a fingerprinted person under FINRA.
  • For roles requiring registration, candidates may be subject to additional regulatory screenings, including a review of Form U5 disclosures and other relevant licensing information.

Nice To Haves

  • 2+ years of accounting experience in a financial services, fintech, or PE-backed environment.
  • Financial services or fintech experience.
  • CPA or progress toward a CPA.
  • Public accounting experience.
  • Exposure to broker-dealer or other regulated financial services accounting.
  • Solid knowledge of US GAAP and accounting principles and practices.
  • Experience standing up an ERP or financial tools and applications.
  • Comfort using finance tools and applications with AI capabilities.
  • Excellent verbal and written communication skills.
  • Ability to understand the financial impact of decisions and balance them with business partner satisfaction.
  • Experience in high-growth or evolving environments.
  • Strong execution and ability to support business-aligned reporting.
  • Detail-oriented with strong problem-solving skills.
  • Collaborative, proactive, and accountable team player eager to learn and grow.

Responsibilities

  • Execute month-end close tasks and support financial reporting, including GAAP financial statement preparation and KPI reporting accuracy.
  • Prepare journal entries and reconciliations.
  • Record and reconcile banking transactions, payroll, and other HR-related expenses, and support cash flow, liquidity, and debt covenant reporting as needed.
  • Manage the AP, credit card, and TE process.
  • Support audit and compliance processes.
  • Support broker-dealer regulatory reporting, such as net capital and FOCUS filings, under the direction of the Controller.
  • Provide accounting data and analysis to support the Financial Planning and Analysis Manager’s annual budget and periodic forecasting.
  • Partner with cross-functional teams on financial data.
  • Identify process improvements and automation opportunities, including through AI tools.
  • Support carve-out efforts and TSA exit.
  • Support system design and readiness efforts, including UAT.

Benefits

  • Bonus and incentive opportunities.
  • Benefits for all employees.
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