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Senior Accountant — Financial Services Focus

New York, NY

Opportunity

A well-established CPA & consulting firm in Midtown NYC seeks a SENIOR ACCOUNTANT with 3-5 years of financial services accounting experience. FINRA Series 27 license is a plus but not required.

Company

DFP Partners is a CPA firm, formed in 1952, known for providing expert support to the financial services industry. Our client baseincludes broker-dealers, investment advisers, privately held funds, and the US arms of foreign banks. Our services include accounting, bookkeeping, regulatory registrations, ongoing compliance consulting, and tax preparation and advisory.

Role

  • Preparation of monthly financial reports
  • Calculation of broker/dealer clients’ regulatory net capital
  • Assist with preparation of regulatory filings for broker/dealers
  • Assist with preparation of annual financial statements
  • Assisting clients with annual audit and regulatory exams

Requirements

  • BS/MS Accounting degree
  • CPA license a plus
  • FINRA Series 27 license a plus; willingness to obtain within 1 year of hire
  • Working knowledge of QuickBooks and Excel
  • Solid knowledge of US GAAP
  • Self starter with reliable follow-through
  • Good communication skills

Benefits

  • Competitive Salary and Benefits:
  • Health plans, LTD insurance, Life Insurance, Employer contribution 401k plan, PTO and remote day program, Flex Spending & Commuter Program
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