Navigate Search · 3 weeks ago
Senior Associate, Accounting & CFO Services
New York, NY
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $95K/yr
3+ years expNavigate Search is seeking a Senior Associate in Accounting & CFO Services to assist in the preparation of financial statements and maintain accurate financial records for multiple clients. The role involves supporting client servicing, collaborating with internal teams, and ensuring compliance with financial regulations.
Staffing & Recruiting
Hiring Manager
Kyle Gurrieri
Responsibilities
Assist in the preparation of financial statements, including balance sheets, income statements, and cash flow statements, as well as monthly, quarterly, and annual financial reports
Maintain accurate financial records for multiple clients, including bank reconciliations, journal entries, monthly and quarterly close, and preparing books for tax filings and audits
Support the preparation of sales tax returns and related compliance requirements
Assist with client servicing by addressing financial questions, participating in client meetings, and providing insights on financial performance and future planning
Collaborate cross-functionally with internal teams to deliver integrated client services
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
3–5+ years of accounting, bookkeeping, or finance experience
Strong ability to manage multiple clients, projects, and deadlines in a fast-paced environment
Excellent organizational, communication, and interpersonal skills with a strong attention to detail and commitment to client service
High proficiency in Microsoft Excel and Word
Experience with accounting and G/L software such as QuickBooks (Desktop & Online), Xero, NetSuite, or Sage Intacct
Preferred
public accounting or multi-client experience preferred
CPA or active pursuit of CPA certification is a plus
Experience with e-commerce platforms, inventory systems, or SaaS software is a plus
Company
Navigate Search
At Navigate Search, we engage exclusively with premier businesses and the market’s most sought-after candidates.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Gaw
Co-Founder & Managing Partner
Steven Silverman
Co-Founder & Managing Partner
Company data provided by crunchbase