About this opportunity
CFS lists this Senior Accountant opportunity in beloit, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Accountant
Salary: $70,000–$90,000 base + approximately 10% discretionary bonus
Location: Beloit, WI | On-site
Why This Opportunity Stands Out
Join a growing, investment-focused single family office with exposure to more than 40 investments.
Work closely with senior leadership and investment professionals in a small, collaborative environment.
Gain broad exposure across accounting, finance, investment activity, and transaction support.
Opportunity to grow into an Assistant Controller and potentially Controller as the firm continues to expand.
Key Responsibilities
Maintain accurate daily books, complete month-end reconciliations, and manage accruals.
Support the onboarding and ongoing administration of investments, including documenting structures and tracking financial details.
Monitor investment-related contributions, distributions, wires, insurance, and other activity.
Prepare and review financial information while tracking and tracing transactions across various investment structures.
Partner with finance and investment professionals on financial analysis, investment case studies, and other ad hoc projects.
Qualifications
2–3 years of broad accounting experience, ideally within public accounting, audit, tax, banking, investing, financial services, or a similar environment.
Strong understanding of financial statements, reconciliations, accruals, and transaction tracking.
Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred but not required.
Worksite address
beloit, WI, 53511, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.