Archived listing. The details below describe a past opening.
Accounting Analyst Our client is a dynamic, growing business management firm seeking an experienced Accounting Analyst to join its team. This is an exciting opportunity for a detail-oriented accounting professional who enjoys working in a fast-paced, client-focused environment and wants exposure to complex financial and business matters. The ideal candidate will have 4+ years of relevant accounting or financial analysis experience, a Bachelor’s degree in Accounting or a related field, and strong analytical, organizational, and communication skills. A CPA is preferred.
Responsibilities
- Analyze financial information and client data to support business and financial decision-making.
- Prepare and interpret financial reports, presentations, analyses, and executive summaries for client meetings.
- Coordinate with external advisors, including investment professionals, tax consultants, legal counsel, insurance specialists, and other professional partners.
- Evaluate clients’ insurance and risk management arrangements and assist with appropriate coverage strategies.
- Review partnership structures, investment opportunities, and other financial matters.
- Support specialized financial activities involving trusts, charitable entities, tax estimate tracking, K-1 monitoring, and asset-related oversight.
- Manage multiple client assignments and ensure deliverables are completed accurately and on schedule.
- Translate complex financial and operational information into clear, actionable insights.
- Maintain strong relationships with clients, internal team members, and external advisors through timely and professional communication.
- Handle sensitive financial and client information with discretion and confidentiality.
Qualifications
- 4+ years of accounting, financial analysis, business management, or related experience.
- Bachelor’s degree in Accounting, Finance, Business, or a related field; Accounting preferred.
- CPA preferred.
- Strong understanding of accounting and financial concepts.
- Excellent analytical and problem-solving skills with strong attention to detail.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong written and verbal communication skills.
- Advanced Microsoft Excel skills and experience with financial/accounting systems.
- Professional, proactive, and team-oriented approach.
Opportunity This is an excellent opportunity to join a growing firm and work closely with clients, professional advisors, and internal teams on a broad range of financial and business matters. The position offers meaningful client exposure, professional growth, and the opportunity to contribute to a collaborative and entrepreneurial environment. If you are an experienced accounting professional looking for a dynamic role with variety, client interaction, and opportunities for growth, we encourage you to apply.
For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013514648. email resume to david.bizub@roberthalf.c0m
- Bachelor’s degree required; backgrounds in accounting, finance, economics, or a closely related discipline are strongly preferred.
- At least 3 years of relevant experience, ideally in a family office or similarly complex financial environment.
- Strong written and verbal communication skills, with the ability to present information clearly to varied audiences.
- Solid understanding of accounting fundamentals, including journal entries, multi-entity books, budgeting, and financial statement review.
- Advanced proficiency with Microsoft Office, particularly Excel and PowerPoint, for quantitative analysis and presentation development.
- Proven ability to handle confidential information with sound judgment, professionalism, and discretion.
- Demonstrated organizational, problem-solving, and project coordination skills, with the ability to adapt quickly to shifting priorities and deadlines.
- Collaborative leadership capability, including experience guiding or supervising staff, is preferred.