Senior Accountant

Our client in the investment banking industry is looking for a Senior Accountant to join their team in San Francisco


Job Description:

  • Oversee monthly financial closing
  • Prepare monthly power point
  • Oversee revenue projection, revenue recognition and follow up on missing revenue
  • Oversee cost of sales analysis and complete monthly sales commission reports
  • Prepare and review monthly technology credit tracking and analysis
  • Oversee support state and local compliance filings
  • Oversee yearly financial audit
  • Assist with annual budgeting forecasting analysis.
  • Assist with annual financial audit and annual compliance filing
  • Prepare and review monthly operating expense review
  • Oversee cash management and quarterly tax distributions



  • CPA license
  • Proficient with the Microsoft Office Suite, including strong Excel and ERP system skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting, business, finance or related field and a minimum of 3 years’ relevant experience

Ref #23859

Dora DangSenior Accountant