Plante Moran · 3 months ago
Sierra Peterson – Internal Transfer
Denver Tech Center
Full-time
Onsite
Mid LevelPlante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its supportive culture and commitment to diversity. The role involves managing back office accounting functions for families, including working with balance sheets, income statements, and conducting financial analysis.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
Journal entries
General ledger review
Balance sheet reconciliation
Monthly/quarterly accrual entries
Reading, booking, and understanding an investment statement
Calculating and booking equity investments
Conducting basic trend analysis of financial statements
Qualification
Required
Experience working with balance sheets, income statements, and statements of cash flows for families
Ability to perform journal entries
Experience with general ledger review
Ability to conduct balance sheet reconciliation
Experience with monthly/quarterly accrual entries
Ability to read, book, and understand an investment statement
Experience calculating and booking equity investments
Ability to conduct basic trend analysis of financial statements
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
Founded in 1924
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
Company data provided by crunchbase