Demo

Client Accounting Associate

Digital Financial Officers
Bay Shore, NY Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 6/8/2025

**Overview:**

We are seeking a highly skilled and detail-oriented Client Associate to join our dynamic accounting team. As a Client Associate, you will play a vital role in supporting our clients with their financial and accounting needs. The ideal candidate will have a strong background in accounting/bookkeeping and possess expertise in various accounting software systems.

**Responsibilities:**

- Perform financial statement preparation, including balance sheet reconciliation and journal entries, in accordance with client-specific requirements.

- Analyze financial data, including credit analysis, to provide clients with insightful and actionable information.

- Utilize accounting software systems such as PeopleSoft and Sage to manage client data and track financial transactions.

- Prepare and review financial reports, including statements and schedules, to ensure accuracy and compliance with accounting standards.

- Collaborate with clients to understand their financial goals and develop strategies to achieve those goals.

- Provide exceptional customer service, responding to client inquiries and addressing concerns in a timely and professional manner.

- Maintain accurate and detailed records of client transactions, financial data, and correspondence.

**Experience:**

- Bachelor's degree in Accounting or a related field.

- Experience in public accounting or a similar accounting environment.

- Proficiency in accounting software systems such as PeopleSoft and Sage.

- Strong understanding of GAAP and financial statement preparation.

- Excellent analytical skills with the ability to interpret financial data.

- Excellent communication and customer service skills.

- Ability to work in a fast-paced environment with multiple priorities.

- Detail-oriented with a strong focus on accuracy and attention to detail.

**Skills:**

- Public accounting

- Balance sheet reconciliation

- Math

- PeopleSoft

- Sage

- Credit analysis

- Journal entries

- GAAP

- Accounting

- Accountancy

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Salary : $60,000 - $70,000

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