Senior Accountant
About Us
Our partner is a closely held boutique investment bank, supporting investors, developers, and strategics in their industry verticals through capital raising, project finance, and M&A advisory, with approximately 50 employees and EBIT of $50m+. As they continue to scale, they are seeking a Senior Accountant, with a primary focus on accounts payable/ expense system operations, accounts receivable, and general ledger.
Position Overview
The Senior Accountant will take ownership of the accounts payable function — invoice processing, vendor management, and payment execution — while supporting broader accounting operations — accounts receivable, expense platform operations, general ledger administration — and using AI-assisted accounting tools (e.g., Claude), with room to take on more of that scope over time. This is a strong opportunity for a motivated, detail-oriented professional to grow into an expanded accounting role as the finance function matures. We are looking for someone who values accuracy, consistency, and ownership within a professional investment banking environment.
Key Responsibilities
- Own the full accounts payable cycle: invoice intake, coding, approval routing, and timely, accurate vendor payments.
- Maintain vendor records and payment terms; resolve vendor inquiries and payment discrepancies.
- Manage expense coding and employee reimbursement processing.
- Track deal-related accruals and billable expenses in coordination with the investment banking team.
- Support general ledger entries and month-end close tasks, including account reconciliations.
- Assist with ADP payroll and benefits administration.
- Assist with audit preparation, as needed.
Qualifications
- Must be located in the Tampa Bay area.
- Bachelor's in Accounting, Finance, or related field.
- 2+ years of accounting experience.
- High proficiency in Excel; experience with QuickBooks, A/P, expense systems, and AI tools a plus.
- Detail-oriented with exceptional communication skills, a proactive mindset and an ownership mentality.
Job Type
- Full-time, primarily in-office
Compensation
- $90,000 base salary, plus discretionary bonus.
Benefits
- 401(k) – 3% contributions + discretionary profit-sharing
- Dental insurance
- Vision insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid sick time
- Unlimited paid time off
- Parental leave
- Gym and phone reimbursements
- Other perks (travel to New York for company-wide events, off-site company weekend, Friday lunches, Bucs/Lightning games, etc.)