Finance/Accounting Analyst

Company: Simon Quick Advisors
Position: Finance/Accounting Analyst (Hybrid)
Location: Morristown, NJ
Compensation: Starting at $75,000

Company Description
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.

Mission of the Position
The Finance/Accounting Analyst is an entry-level role that supports the Finance and Accounting team with day-to-day financial and accounting activities. This position is designed for someone early in their career who is eager to learn, develop technical skills, and grow within a financial services environment while contributing to accurate financial reporting and operations.

Top Accountabilities
Accountability 1: Support the monthly financial close process

• Deliverable: Assist with the preparation of journal entries, account reconciliations, and basic financial reports under the guidance of senior team members.

Accountability 2: Assist with investment and bank account reconciliations

• Deliverable: Help complete daily and monthly reconciliations accurately and on time, escalating questions or discrepancies as needed.

Accountability 3: Support accounts payable and receivable processes

• Deliverable: Assist with processing invoices, payments, and receivables using Bill.com and QuickBooks.

Accountability 4: Support client billing operations

• Deliverable: Assist with preparing, delivering, and recording client invoices during each billing cycle.

Accountability 5: Coordinate with internal teams and external partners

• Deliverable: Provide administrative and reporting support related to tax filings, audits, and third-party accounting relationships.

Other Duties & Responsibilities

• Assist with monthly financial statement preparation (Balance Sheet and Profit & Loss).
• Help verify daily cash activity and support wire and ACH preparation.
• Support expense reporting through Expensify.
• Assist with quarterly investment reporting and summaries.
• Support billing setup and coordination with client-facing teams.
• Participate in ad-hoc projects and analyses as part of ongoing learning and development.

Key Criteria/Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–2 years of relevant experience
• CPA not required; interest in pursuing further accounting or finance education is a plus.
• Working knowledge of Microsoft Excel; exposure to QuickBooks or similar systems is helpful but not required.
• Strong attention to detail and willingness to learn new systems and processes.
• Ability to manage tasks, meet deadlines, and ask questions when clarification is needed.
• Clear, professional written and verbal communication skills.

Key Competencies

• Attention to Detail: Demonstrates care and accuracy in financial and administrative tasks.
• Accountability: Follows through on assigned responsibilities and deadlines.
• Analytical Curiosity: Seeks to understand financial data and how it supports the business.
• Process Awareness: Learns and follows established procedures and workflows.
• Collaboration: Works well with teammates and external partners.
• Integrity: Handles confidential information responsibly.
• Adaptability: Open to feedback, learning, and evolving responsibilities.
• Time Management: Prioritizes tasks effectively with guidance from the team.
• Technical Learning: Builds proficiency in financial systems and tools.
• Client & Firm Focus: Understands how accurate financial work supports clients and firm success.

Physical Requirements

• Must be able to remain in a stationary position 50% of the time.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Disclaimer
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.