Position Summary
This position will be an integral contributor to the Focus financial reporting team.
This role is based in New Hyde Park, NY.
Primary Responsibilities
· Review, verify, and process invoices from vendors for payment, ensuring accuracy and adherence to company policies
· Prepare and execute payments to vendors, including checks, ACH and wire payments
· Reconcile discrepancies and maintaining accurate records of all accounts payable transactions, ensuring timely payments to vendors
· Assist with month-end close processes such as reconciling bank statements, managing prepaid schedules and other balance sheet accounts
· Prepare and post journal entries, ensuring proper documentation and adherence to company policies
· Analyze financial data to identify trends and variances between actual results, budgets, and forecasts
· Review and process employee expense reports, ensuring adherence to company policies and prompt reimbursement
· Provide support to team members on various tasks and projects as needed, fostering a collaborative work environment and enhancing overall team efficiency
Qualifications
· Bachelor’s degree in finance or accounting
· 1+ years of relevant finance or accounting experience
· Proficient with MS Office, particularly Excel, macros and business intelligence (BI) tools a plus
· Strong communication, organizational and time management skills
· Excellent attention to detail and accuracy
· Accounting experience with GAAP is a plus
· Knowledge of accounting software is a plus
· Ability to work independently and as a team member; ability to set priorities and respond to changing demands from multiple sources.
About Focus Financial Partners
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $65,000-$85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.
Top Skills
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.