Senior Accountant at HCVT

Pasadena, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Real Estate, Media & Entertainment, Technology, HealthcareIndustries

Requirements

(Implied: Experience as a Senior Accountant or equivalent in accounting, particularly in business management, tax, audit, or advisory services.)
(Implied: Strong technical skills in financial reporting, general ledger management, reconciliations, and financial operations.)
(Implied: Ability to provide concierge-level client service and handle complex client needs across industries like Private Equity, Real Estate, Media & Entertainment, etc.)
(Implied: Proficiency in preparing financial statements, managing cash flow, payroll, accounts receivable/payable, and month-end closeouts.)
(Implied: Commitment to core values: Integrity, Building Success Together, Passion for Excellence, Diversity, Equity & Inclusion.)
(Implied: Ability to work in a hybrid model with minimum two days in-office per week.)

Responsibilities

Prepare Financial Reports: Compile and present comprehensive financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings
Maintain Financial Records: Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting
General Ledger Reconciliations: Perform GL account reconciliations and analysis to resolve discrepancies as needed and record intercompany transactions
Manage Financial Operations: Manage accounts receivable, payable, commission payments, and payroll operations with precision and efficiency including month end closeouts
Manage Client Transactions: Record, categorize, and reconcile client bank and credit card statements
Monitor Cash Flow: Manage and monitor cash receipts and cash balances
Prepare Client Reports: Prepare and review complex client statements and reports, ensuring they meet high-quality standards
Deliver Exceptional Client Service: Prepare comprehensive client meeting packages, equipping our team with necessary insights for productive discussions
Provide Accounting Support: Address general accounting inquiries and support needs for clients

Skills

Tax

Audit

Advisory

Business Management

Financial Reporting

HCVT

Provides financial advisory, tax, and audit services

About HCVT

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate various stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.

Los Angeles, CaliforniaHeadquarters

1991Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Financial Services, Real Estate, EntertainmentIndustries

501-1,000Employees

Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration

Risks

Emerging fintech companies threaten HCVT's market share with automated solutions.

Talent shortage in accounting may increase HCVT's recruitment costs.

California's proposed tax law changes could complicate HCVT's tax planning services.

Differentiation

HCVT offers specialized services in M&A, valuation, and CFO advisory.

The firm has a strong focus on California's complex tax environment.

HCVT combines Big Four and Middle Market Investment Banking experience.

Upsides

Growing demand for ESG advisory services boosts HCVT's market potential.

Increased interest in digital transformation consulting benefits HCVT's financial sector clients.

Rising need for cybersecurity advisory services enhances HCVT's service offerings.

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