Focus Financial Partners · 5 months ago
Senior Bookkeeper
Encino, CA
Full-time
Onsite
Mid, Senior Level
$59K/yr - $73K/yr
2+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a Senior Bookkeeper to compute, classify, and record financial transactions for assigned clients, ensuring accuracy in financial records and assisting in client finance oversight.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Process accounts payable and accounts receivable
Perform credit card and bank reconciliations
Maintain electronic filing system
General communication with vendors, clients, and client representatives via phone, email, and in-person
Perform cash flow reports and cash balances as required
Assist in assembling information for year-end tax packages for accountants
Provide some assistance on insurance questions
Identify, trace, and correct errors
Prepare/review 1099 reports
Prepare journal entries
Assist in the preparation and processing of payroll, as well as applicable reporting
Print reports (such as financial statements) for review
Informal supervision and training of Assistant Bookkeeper(s) and/or Bookkeeper(s)
Limited review and approval of the accounts payable, accounts receivable, credit card and bank reconciliations prepared by Bookkeeper(s) and/or Assistant Bookkeeper(s)
Other projects and duties as assigned
Qualification
Required
2+ years of bookkeeping experience in an entertainment business management firm or 3+ years of general accounting experience
High School Diploma or GED equivalent is required
Advanced knowledge of AgilLink software
Excellent communication skills (in person, on the phone, and via email)
Sense of urgency
Keen eye for details
Ability to quickly shift gears without losing focus
Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
Preferred
Associate's or Bachelor's degree in Accounting/Finance
Benefits
Annual bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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