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.
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
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