Accounting Associate - Financial Operations

PeachCap is a multi-disciplinary financial services firm integrating Tax, Accounting, and Wealth Management to provide clients with comprehensive financial guidance. As a CPA Firm, Broker-Dealer, and Registered Investment Advisor (RIA), we offer a full range of services, including Tax Planning and Preparation, Asset Management, Retirement Planning, Accounting, and Payroll. Our collaborative structure between Tax and Wealth Advisors allows us to deliver strategic, personalized solutions that support both immediate and long-term client goals.

The Financial Operations Accounting Associate will perform various financial and accounting tasks to ensure timely and accurate financial reporting. Responsibilities will include assisting with month-end and year-end close activities, financial analysis, accounts payable & receivable, back-office Broker-Dealer and RIA commission and fee duties, internal management reporting and operational accounting/reporting support. The ideal candidate will be detail oriented, organized, and capable of managing multiple tasks while meeting deadlines.

To ensure the Financial Operations Accounting Associate has basic knowledge of the securities industry, candidate will be expected to pass the FINRA SIE exam upon hire.

• Support month-end and year-end close processes
• Prepare and analyze financial statements and create internal reports
• Manage accounts payable and facilitate vendor relationships and communication
• Oversee accounts receivable and collection efforts
• Process commissions and fees for Broker Dealer and RIA operations (daily, weekly, monthly, and quarterly basis)
• Assist with payroll processing
• Contribute to audit preparation and external audit support
• Support client accounting functions as needed

• Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
• Experience with cloud-based accounting software (Sage Intacct is a plus)
• Proficient in Excel, PowerPoint, and Word
• Strong analytical and problem-solving skills
• Excellent communication and relationship-building abilities
• Flexible and collaborative team player with a proactive mindset

• Monthly reimbursement for eligible health insurance premiums provided through a QSEHRA
• Hybrid work schedule
• Unlimited paid time off and holidays
• Bonus Opportunities
• 401(k) plan with employer match
• Opportunities for professional development
• *Salary will be based on experience

Full-time

$45,000 - $55,000 annually