Catalyst Family Office · 11 hours ago
Staff Accountant | Expense Management & Financial Reporting (EMFR)
Mountain View, CA
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $110K/yr
1+ years expCatalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The Staff Accountant will support the Senior Accountant and is responsible for processing accounts payable, maintaining vendor communication, and assisting with various accounting tasks.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Review, verify, and process invoices in a timely manner
Code and enter vendor invoices into the accounting system
Prepare and process check runs, ACH payments, wire transfers, and international wire transfers
Reconcile accounts payable transactions and resolve discrepancies
Maintain vendor files and respond to vendor inquiries in a professional manner
Record and apply incoming payments (checks, ACH, wire transfers) to appropriate accounts
Monitor bank accounts to ensure payments are up-to-date
Reconcile bank accounts at the month-end
Generate client cash reports using AgiLink accounting software for monthly client deliverables and for in-house review of client disbursements and updating disbursement reports
Assist with year-end 1099 preparation, requesting and filing W-9 forms
Prepare analysis of accounts and produce monthly reports as needed
Ensure compliance with company policies and internal controls
Qualification
Required
Bachelor's degree in accounting
1 -5 years full time experience in Accounts Payable or accounting-related field
Ability to multi-task and work in a fast-paced environment with tight deadlines
Detail-oriented and Team Player
Proficiency in Microsoft Word and Excel
Strong verbal and written communication skills
Excellent organizational, time management, and customer service skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Knowledge of basic accounting principles and practices
Benefits
Individual and team bonuses
401k plan and company-matching contributions
A full range of medical, dental, vision, and other wellness plans
Company
Catalyst Family Office
Catalyst Family Office is a financial solutions company that offers tax planning, strategic advice, risk and wealth management services.
51-200 employees
H1B Sponsorship
Catalyst Family Office has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Ron Gong
Managing Partner
Company data provided by crunchbase