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About the Role

We are seeking a detail-oriented and highly organized Accountant/Bookkeeper to join our finance team. In this critical role, you will oversee all accounting operations, maintain financial integrity, and ensure compliance with GAAP standards and regulatory requirements. Working directly with the CFO, you will be responsible for managing accounts, payroll, audits, and financial reporting while collaborating with program leadership to ensure financial efficacy across the organization.

Responsibilities

Oversee accounts, ledgers, and reporting systems, ensuring compliance with GAAP standards and all applicable regulatory requirements
Maintain internal controls and safeguards for revenue receipt, cost management, and program budgets; monitor actual expenditures against projections
Manage and fully control the company's payroll and benefits administration platform, ensuring timely and accurate processing
Coordinate all audit activities, including preparation of audit materials and liaison with external auditors
Present financial reports in an accurate and timely manner; prepare and clearly communicate monthly, quarterly, and annual financial statements
Monitor financial progress and changes; keep senior leadership abreast of the Company's financial status through regular reporting
Oversee all financial and business unit accounting; ensure expenditures are consistently aligned with departmental budgets and forecasts
Manage organizational cash flow forecasting by partnering with business unit leaders and senior management
Continuously collaborate with business unit leaders and senior management to assess financial performance and establish finance and administrative systems to support operations
Work cross-functionally across the firm to support business initiatives and provide financial insights to support strategic decision-making
Manage and track the performance of company assets in accordance with organizational policies and finance committee guidance

Requirements

Bachelor's degree in Accounting, Finance, or related field
3-5 years of professional accounting or bookkeeping experience
Strong knowledge of GAAP and accounting principles
Knowledge of SEC/FINRA compliance requirements and RIA operational regulations
Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)
Ability to leverage technology tools for process automation and efficiency improvements
Strong analytical skills with ability to create financial dashboards and provide data-driven insights to senior leadership
Demonstrated ability to manage multiple priorities and meet tight deadlines
Excellent attention to detail and strong analytical skills
Strong communication skills, both written and oral; ability to clearly convey complex financial information to diverse stakeholders
Ability to work independently and as part of a collaborative team, with strong cross-functional communication skills
Intellectual curiosity and comfort with rapid change and learning new technologies
CPA or progress toward CPA certification
Experience in a Registered Investment Advisory (RIA) or financial services firm
Experience with advanced Excel, data analytics, or business intelligence tools
Experience with payroll management systems and benefits administration
Experience preparing for and coordinating audits
Exposure to process improvement and automation initiatives

Skills

Financial analysis
Reporting
Data visualization
Internal controls
Compliance
Regulatory knowledge (SEC/FINRA)
Attention to detail
Accuracy
Process improvement
Automation
Problem-solving
Strategic analytical thinking
Cross-functional collaboration
Stakeholder management
Adaptability
Continuous learning
Accounting software proficiency
Cloud-based systems proficiency
Microsoft Office Suite proficiency
Excel expertise

Location

New York City
Greater New York metropolitan area

Work Type

Hybrid
Full-time

Experience Level

3-5 years of professional accounting or bookkeeping experience

Education Level

Bachelor's degree in Accounting, Finance, or related field
CPA or progress toward CPA certification

Salary/Compensations

$85,000 – $105,000

Benefits

Comprehensive benefits package
401(k) with match
Generous PTO
Paid parental leave
Community volunteering support

About the Company

Ritholtz Wealth is a $9+ billion, 100% employee-owned Registered Investment Advisory (RIA) firm headquartered in New York City with clients and employees across the country.
We are a growing, cutting-edge RIA seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges of providing exceptional service to our clients.
Many of our clients started as followers of our substantial media and content footprint, which includes weekly podcasts and video content on The Compound.
Our employees enjoy being part of a dynamic team, working with an innovative firm that is shaping the investing future.
We provide better client outcomes through leading content and communication, technology solutions, and time-tested investment strategies.
Ritholtz has found its niche in reaching clients through entertaining and informative content while providing better solutions by taking on new opportunities, all while leaving our own personal footprint within the industry through events like the Future Proof Festival.

Equal Opportunity

Veterans and military spouses are encouraged to apply.
We participate in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employee’s Form I-9 to confirm work authorization.