Finance Consultant

Finance Consultant

The client is a well-established, privately held investment-focused organization operating in a small, collaborative environment. They prioritize accuracy, discretion, and process efficiency in their financial operations, offering a dynamic setting where finance professionals can make a tangible impact and work closely with senior leadership.

Maintain accurate financial records, including bookkeeping, journal entries, and reconciliations.

Manage the general ledger in QuickBooks Online, ensuring completeness and accuracy.

Review and reconcile bank and investment account statements, ensuring transactions are appropriately recorded.

Aggregate accounts and prepare consolidated financial reports utilizing both Excel and system-generated data.

Create supporting schedules and ensure timely and accurate reporting deliverables.

Assist in streamlining financial processes and identifying opportunities for efficiency improvements.

Handle sensitive financial information with the highest degree of confidentiality and professionalism.

Bachelor's degree in Accounting, Finance, or related field preferred.

Minimum of 5 years of progressive accounting / finance experience.

Proficiency with QuickBooks Online required.

Advanced Microsoft Excel skills, including VLOOKUPs and pivot tables.

Strong analytical, organizational, and problem-solving abilities.

Proactive and detail-oriented with the ability to work independently.

Experience within a family office or investment-focused environment is strongly preferred.

Demonstrated ability to maintain confidentiality and exercise discretion in handling sensitive financial information.

6-month temporary engagement with potential for extension or permanent conversion.

Hybrid work schedule, Monday-Thursday onsite 9 : 00 AM - 6 : 00 PM, with some remote flexibility.

Laptop provided for the role.

Competitive hourly rate.

Opportunity to work closely with senior leadership and contribute to process improvements.

Exposure to a small, collaborative, and high-impact finance environment.