Csenge Advisory Group Expanding fast - looking for an experienced Accountant
Who we are:
Csenge Advisory Group is a $3B AUM (Assets Under Management) wealth management firm, founded in 1999 with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence. As an independent firm, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Based in Clearwater, Florida, we are known for our commitment to helping our clients simplify the successful management of their wealth.
Our reputation has been built on three core pillars:Client Understanding · Integrated Advice · Simplicity
Our Location: 4755 East Bay Drive, Clearwater, FL 33764 www.csenge.com
Accountant’s schedule and location: You will be located at our office in Clearwater, FL., and will have a schedule of Monday-Friday 8am to 5pm. This is not a remote position.
Your Mission as the Accountant:
The Accountant will be responsible for preparing financial reports to track the organization’s assets, liabilities, profit and loss, tax liabilities, and other related financial activities. The Accountant will inspect and review, but may also prepare and report, financial transactions and budgetary controls for assigned funds and departments.
Some of the Accountant’s Duties & Responsibilities:
Accounts receivable and accounts payable
Financial reporting (monthly, quarterly, and annually)
Reconcile the company’s bank statements and booking ledgers
Complete analysis of the employee expenditures
Manage income and expenditure accounts
Generate the company’s financial reporting using income and expenditure data
Keep a check on the company’s finances based on financial status
Profit and loss, balance sheet, and statement of cash
Initiate and manage financial and accounting software used by the company (currently using Quickbooks) and recommend ways to reduce costs and enhance revenue
Prepare documentation as needed and requested
Analyze financial statements for discrepancies and alert the Management if necessary
Coordinate semi-annual audits and assist the Management in running audits
Reconcile accounts monthly to ensure accurate reporting and ledger maintenance
Performs other related duties as assigned
Required experience and qualifications:
Minimum is a Bachelor’s degree in accounting, finance, or a related field.
Minimum 3 years of experience as an accountant – ideally in a financial consulting firm or a wealth management firm.
Proficient in Microsoft Office, including Excel and spreadsheet software (QuickBooks).
Some of the required personality and behavioral characteristics:
Strong mathematical and analytical skills
Excellent oral and written communication skills
Proven ability to handle multiple projects simultaneously
Demonstrated ability to work with others
Maintains strict confidentiality standards, absolute discretion, and appropriate handling of highly sensitive information.
Superb organizational skills with an attention to detail.
Energetic attitude and willingness to go above and beyond to get things done.
Compensation & Benefits: Depending on your experience and performance record, we offer $70,000 - $85,000 base pay, along with potential for short- and long-term incentive bonuses. We also offer a comprehensive benefits package:
Health Insurance (75% paid by firm)
Dental & Vision Insurance (100% paid by firm)
Long- and Short-term Disability (100% paid by firm)