Geller Advisors Accounting Specialist - CFO Services - Consultant


: $110,890.00 - $178,020.00 /year *

Employment Type

: Full-Time


: Accounting

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Self Starter
Founded in 1984, Geller & Company is a premier strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits and foundations. Headquartered in Manhattan, Geller & Company employees more than 500 professionals to help shape and drive our client's financial strategies. Our team works closely with clients to understand their needs and deliver a tailored suite of services including strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.. Geller Advisors is a privately owned, SEC-registered investment advisor providing integrated strategic wealth management services to affluent individuals, families and entities. Our suite of services includes investment management and financial planning, CFO services and tax advisory and compliance.. Your Impact:. Assisting in the monthly close process including: preparation of journal entries, account analysis, and other financial schedules. Recording donations, payroll, investments, depreciation, accruals, prepaids, intercompany allocations, asset purchases and other complex transactions. Preparing departmental budget to actual reports on a monthly basis including analysis and notation of variances. Compiling financial information for lobbying and charitable registration reports. Preparing annual 1099 document filings for review. Assisting Senior Accountant to prepare audit workpapers, financial statements, and footnotes. Using Dynamics, processing of invoices including data entry and check preparation. Processing credit card statement transactions - including system input and documentation review. Utilizing Bank of America CashPro to process wires, download bank statements to complete bank reconciliations, and process positive pay. Preparing ad-hoc financial analysis summary reports as needed. Preparing bank reconciliations. What You'll Offer:. 2-4 years of accounts payables and/or accounting experience. Excellent Microsoft Excel skills (pivot tables and V-lookups). Strong critical thinking and analytical nature. Ability to collaborate and be a team-player. Strong detailed orientation with exemplary communication skills. We'd love to see:. Microsoft Dynamics (FKA Solomon) experience. Non-profit accounting experience. Why join Geller & Company?. Opportunity to scale your experience beyond the scope of your role. 100% funded health, vision, and dental insurance. 401K plan with company match. Generous PTO and paid holidays. Philanthropic opportunities. A wide variety of free and healthy snacks available all day in our cafe. Discounted health club reimbursement. What's next?. If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match.. Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status. * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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