Accounting Associate – Galleria –

Accounting Associate Opportunity

Creative Financial Staffing has partnered with a wealth management company near the Galleria. They are looking to add a Financial Analyst to their team and will move quickly for the right candidate.

About the Company and Opportunity:

  • This is a newly created Financial Analyst position due to growth
  • Work life balance is excellent!
  • Company provides fiduciary trust, financial planning, wealth management and family office services
  • Highly competitive compensation and benefits plan, including bonus targets
  • Awesome culture with a work hard play hard environment
  • If you are looking to be in a high-growth, fast-paced environment with an innovative company, this could be the Financial Analyst opportunity for you!

Overview of the Accounting Associate role:

  • Preparation of the monthly financial statements
  • Management of client’s family legacy assets and personnel
  • In regular direct contact with clients
  • Preparation and posting of monthly journal entries
  • Perform the accounts payable and accounts receivable function
  • Perform cash management function, including discretionary cash sweep
  • Perform payroll function
  • Preparation of tax returns
  • Management of various client operating entities
  • Document management and accounting of private equity investments
  • Maintain strict confidentiality of all records and data received and produced
  • Identify opportunities and initiate recommendations for greater process efficiency and quality of information for reporting
  • Assist in other special projects


  • Bachelor’s degree with an Accounting major from a four-year college/university
  • 2+ years of accounting experience
  • Advanced knowledge of Microsoft Excel and Word
  • Candidates with QuickBooks Enterprise experience preferred
  • Time and project management skills are essential to successfully perform in this environment of competing demands
  • Ability to work independently while performing duties
  • Integrity
  • Thorough in approach — a “thinker” not a “doer”
  • Advanced verbal, written and listening skills

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