Staff Accountant na Sanctuary Wealth Group LLC
Sanctuary Wealth Group LLC · San Antonio, Estados Unidos Da América · Onsite
- Professional
- Escritório em San Antonio
Description
Staff Accountant
This position is for Sanctuary Wealth - Corporate.
We are only accepting applicants who are currently local to: San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL
*PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above.
Summary - Responsible for assisting the Sanctuary Wealth Group accounting team with accounts receivable, cash receipts and Treasury activity as well as backing up accounts payable.
Essential Duties and Responsibilities:
To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:
· Prepare and complete accurate journal entries
· Conduct general ledger account reconciliations timely and accurately
· Daily cash reconciliations across multiple accounts
· Analyze account activity and provide variance explanations to Finance leadership
· Assist with month end close
· Projects as assigned
Knowledge, Skills, and Abilities:
The following skills and abilities are required to perform this job successfully:
· Intermediate to advanced Excel spreadsheet proficiency
· Positive attitude, excellent work ethic and team player
· Ability to work in a fast-paced environment and take accountability for performance/work product
· Polished oral and written communication skills
· Experience with operational platforms such as Schwab, Pershing, Fidelity, and Orion a bonus
EDUCATION AND/OR EXPERIENCE REQUIRED
· Bachelor’s Degree or combination of industry experience and education required
· Proficiency with computers
· High level of efficiency and accuracy.
Requirements
Education / Experience Required
· Bachelor’s Degree or combination of industry experience and education required
· Proficiency with computers
· High level of efficiency and accuracy.
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