Accounting Supervisor - Geller & Company - New York, NY
Geller Household Workplace Providers LLC is a privately-owned, wealth management and advisory boutique serving prosperous people and households. Our suite of providers consists of funding management and planning, property preservation and multigenerational planning, CFO providers for the household enterprise and tax management.
The Place: Accounting Supervisor
The profitable candidate may have good interpersonal expertise and an entrepreneurial nature. The candidate should possess robust accounting and analytical expertise in addition to a want to study. Conversant in the broad implications of Taxes, Property Planning, Monetary Planning, Investments and different key wealth management points a plus.
We’re looking for a person who can work in a quick paced and demanding setting. The candidate should be capable of present superior shopper service (to exterior and inner shoppers), keep robust consideration to element, and have efficient communication expertise. The perfect candidate can be versatile and have the power to handle a number of duties with altering ranges of precedence, possess robust organizational expertise. It’s important that the candidate be proactive and prepared to work intently with the group.
Key Duties:
Supervise bookkeepers and junior accountants within the money management course of for top internet-value shoppers’ a number of enterprise entities
Obligations embrace overseeing and creating employees in addition to evaluate of Accounts Payable, checks, wire transfers, capital calls, and funding transfers.
Help in managing adherence to insurance policies and procedures for money management division with a concentrate on course of enchancment.
Supervise preparation and evaluation of bank reconciliations, every day constructive pay transmissions, and month-to-month money circulate stories.
Report or evaluation journal entries for funding exercise, payroll and different complicated transactions.
Weekly and month-to-month evaluate of common ledger to make sure accuracy and consistency in coding of accounts payable, payroll, funding exercise, and so forth.
Put together, evaluation and analyze month-to-month and annual monetary statements (stability sheet, revenue assertion, assertion of money flows), management reporting, and budgets together with preparation or assessment of supporting schedules for stability sheet and revenue assertion accounts.
Help in month-to-month shut means of accounts payable and the overall ledger, together with compilation of month-to-month workpapers.
Outline and develop environment friendly and efficient accounting and inner management processes, together with improvement of necessities, tasks plans, standing studies, and so on.
Talk and coordinate with shoppers, in addition to distributors, bankers, insurance brokers, attorneys as applicable.
Projections, budgeting and different monetary evaluation as wanted.
Expertise & Schooling Necessities:
BA or equal required in Accounting, Finance, or Tax
MBA useful.
CFP, CPA or different skilled designations are useful.
Eight-10 years accounting expertise (Supervisor position) working with quite a lot of shoppers, ideally within the excessive internet-value group.
Strong expertise with Microsoft Workplace (Excel, Phrase).
Expertise with mid-tier accounting software program system, together with full understanding of integration numerous modules (common ledger, accounts payable, buy order, fastened belongings, and so on.)
Venture management expertise
Microsoft Dynamics (FKA Solomon) and FRx Report Author expertise useful.
Personal Basis or non-revenue expertise a plus
Group participant with capability to deal in a dynamic setting.
Robust organizational and multi-tasking expertise with the power to plan and prioritize inside a multi-shopper setting. Guarantee environment friendly and well timed deliverables; adapt shortly to a altering surroundings.
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