Part Time Accountant (28846) jobs in United States
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Dahl Consulting ยท 1 day ago

Part Time Accountant (28846)

Dahl Consulting is seeking an experienced Finance Accountant to support the financial operations of a well-established firm in the financial services industry. This role involves maintaining accurate financial records and managing expense reporting, along with supporting advisor compensation and LLC structures.

ConsultingHuman ResourcesInformation Technology
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Growth Opportunities
Hiring Manager
Matt Janes
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Responsibilities

Maintain general ledger entries, reconciliations, and journal postings; process accounts payable and receivable; manage invoicing and billing cycles; reconcile bank and investment accounts
Conduct analysis to identify trends and improve operational efficiency
Support budgeting processes, monitor actuals against forecasts, and track advisor-related expenses
Assist in managing compensation models and distributions
Collaborate with external tax professionals for planning and preparation; maintain documentation for filings and ensure compliance with regulations
Help refine financial policies, implement internal controls, and contribute to process improvements

Qualification

Accounting experienceAdvanced ExcelAdvisor compensation modelsQuickBooksFinancial analysisHigh ethical standardsInternal controlsFinancial documentationHybrid work familiarityAttention to detailConfidentialityCommunication skills

Required

Associate or Bachelor's degree in Accounting, Finance, or related field
Minimum 5 years of accounting experience, preferably in financial advisory or professional services
Advanced proficiency in Excel (including formulas, multi-sheet data integration) and QuickBooks
Strong understanding of advisor compensation models, LLC structures, and investment-related accounting
Ability to clearly present financial data to advisors and leadership
High ethical standards, confidentiality, and attention to detail

Preferred

CPA, CMA, or CFM certification
Experience developing and maintaining internal controls and financial documentation
Familiarity with financial reporting tools and hybrid work environments

Benefits

No health insurance
Retirement plans
Paid time off
Other benefits are provided in conjunction with this position

Company

Dahl Consulting

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Dahl Consulting is a staffing and recruiting company that offers talent management solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Valerie Doherty
CEO
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Company data provided by crunchbase