CAPTRUST · 12 hours ago
Corporate Accounting Senior Associate
CAPTRUST is seeking a Corporate Accounting Senior Associate to join our Finance team to assist with financial reporting, the month-end close process, and technical accounting analysis. This individual will be responsible for preparing year-end audited financial statements and footnotes, as well as improving existing processes.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Prepare audited financial statements and footnote disclosures, including balance sheet, P&L, statement of members’ equity, and cash flow reports
Partner with external auditors to coordinate the annual financial statement audit
Identify process improvements to streamline the audit process and work with appropriate parties to implement enhancements
Assist with ad hoc monthly and quarterly reporting
Assist in researching technical accounting guidance related to new accounting pronouncements and drafting technical accounting memos
Support compliance with GAAP and internal accounting policies
Support ad hoc initiatives, including process improvement projects, stock compensation, and fixed asset accounting
Qualification
Required
Bachelor's degree in accounting
3-5 years of experience in a finance/accounting role
Preferred
CPA designation
Knowledge of Generally Accepted Accounting Principles (GAAP)
Advanced proficiency in Microsoft Office specifically Excel
Financial reporting background
Organization skills with a strong sense of priority, urgency, and commitment to deadlines in a fast-paced environment
Detail oriented with a commitment to accuracy and a desire to learn
Interpersonal skills to work collaboratively with colleagues at all levels
Excellent verbal and written communication skills
Benefits
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
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