What are the responsibilities and job description for the Staff Accountant position at SEQUOIA FINANCIAL GROUP?
Description
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
- Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
- Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
- Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
This is a full-time, on-site role for a Staff Accountant based in our headquarters in Fairlawn, Ohio, joining our Finance & Accounting team.
Responsibilities
The Staff Accountant will be responsible for:
- Maintaining financial records
- Performing reconciliations
- Supporting month-end and year-end closing processes
- Managing accounts payable and receivable including cash disbursements and receipt of physical checks
- Preparing monthly journal entries associated with fixed assets, investments, and notes payable
- Assisting with audits
- Supporting the analysis of financial data to support decision-making processes
Requirements
Required Skills/Experience
- Experience with financial recordkeeping, financial statement preparation, and reconciliations
- Knowledge of accounting policies
- Proficiency in managing accounts payable and receivable
- Strong analytical skills for financial data analysis and supporting decision-making processes
- Excellent attention to detail and organizational skills
- Ability to work independently and as part of a team
- Bachelor's degree in Accounting, Finance, or related field
Preferred Skills/Experience
- Certified Public Accountant (CPA) designation is a plus
- Experience in the financial services industry is beneficial
Competencies
- Task and deadline oriented
- Attention to detail
- Ability to problem-solve and find solutions
- Ability to multi-task and prioritize based on deadlines
- Works well within a team, ability to delegate tasks to accomplish initiatives in a team setting
- Self-starter and able to perform job duties with little supervision
- Ability to communicate with others in a professional and productive manner
- Flexibility to adapt to changing priorities and business needs
