Demo

Finance Associate/Senior Accountant

Grant Morgan
Bethesda, MD Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025

Company:

Our client, a complex, private investment group/family office based in the Bethesda/Rockville area seeks a detailed financial professional to get involved in a variety of financial and analytical activities including accounting, financial/investment analysis and special projects. This is a hands-on role with high visibility to senior leadership that will work closely with the CFO, Controller and Head of Tax. The investment group has multiple diversified holdings in many different types of assets and businesses. Given this, the successful person will be exposed to and have the opportunity to work on interesting and unique projects in addition to being responsible for accounting matters and financial analysis. They seek a bright, responsible, detailed, trusted person who is a quick learner who understands the importance of this right-hand, detailed position to the team and the group. The position could offer very positive, long-term career opportunities working in an entrepreneurial and complex environment. This is a flexible hybrid opportunity which requires a car to access their office.


Position:

This role involves partnering with the CFO and other senior management team members to perform a variety of duties including accounting operations, financial and investment analysis, assistance with tax matters, special projects and other diverse financial related duties in in this multi-entity diverse, growing business and private investment group. The successful person will learn and be mentored by experienced, highly successful financial and investment professionals that will impact their career.


Qualifications:

  • Bachelor's degree in Accounting, Finance, Economics or other relevant areas
  • Minimum 2 years’ experience in accounting and/or financial analysis
  • Highly proficient in Excel.
  • Individual must demonstrate the ability to manage multiple priorities in a fast-paced, entrepreneurial environment with ever-changing deadlines.
  • Exceptional communication skills, poised, well-polished, and able to take direction and learn quickly
  • Interested candidates should be a self-starter and a team player who is energetic with strong interpersonal skills and detail oriented. Someone who is interested in taking on more and learning.
  • Highest level of confidentiality, trust, commitment and loyalty. Capable of working with complete discretion.


Compensation:

  • Excellent compensation package including a competitive salary and benefits package.

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