Job summary
Job post source
This job is directly from FinServ LLC
Job overview
The Staff Accountant role at FinServ LLC involves managing accounting tasks and supporting financial operations to help the company maintain accurate financial records and improve treasury management.
Responsibilities and impact
The candidate will oversee daily bookkeeping using QuickBooks Online, maintain advanced Excel portfolio models, handle daily treasury management including cash reconciliations and banking, process third-party accounts payable, and report directly to the CFO.
Experience and skills
The position requires a Bachelor's degree in Accounting with at least 2 years of related experience, strong accounting and finance knowledge, proficiency in Microsoft Office suite, and expertise in QuickBooks Online.
Career development
This role offers significant learning opportunities and career advancement potential within the private sector, especially for candidates transitioning from public accounting.
Company overview
Finserv LLC is a financial services company specializing in providing technology-driven solutions for banking, insurance, and investment management clients. The firm generates revenue primarily through consulting, software development, and managed services tailored to streamline operations and enhance digital transformation for financial institutions. Founded in the early 2000s, Finserv LLC has built a reputation for its expertise in regulatory compliance, risk management, and fintech innovation. The company’s client base includes both established banks and emerging fintech startups, reflecting its adaptability in a rapidly evolving industry. Candidates should note Finserv LLC’s emphasis on continuous learning, agile methodologies, and its collaborative work culture.
How to land this job
Tailor your resume to emphasize your proficiency in QuickBooks Online and advanced Excel skills, as these are core to the Staff Accountant role at FinServ LLC.
Highlight your experience managing daily bookkeeping, treasury functions, and accounts payable processes to align with the job's key responsibilities.
Apply through multiple platforms including FinServ LLC’s corporate careers page and LinkedIn to maximize your application visibility.
Connect with current employees in FinServ LLC’s finance or accounting division on LinkedIn; use ice breakers like commenting on recent company financial news or asking about their experience transitioning from public to private accounting.
Optimize your resume for ATS by including keywords such as 'QuickBooks Online,' 'Excel portfolio models,' 'cash reconciliations,' and 'accounts payable' directly from the job description.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify relevant job posting sites, and find LinkedIn contacts, allowing you to focus more on preparing for interviews and networking.
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