Associate I - Financial Advisory

We're hiring an Associate I in Financial Advisory at Numerica Financial Advisory.

This is a full-time role for someone with a 2-5 solid accounting behind them who wants exposure to advisory work alongside the day-to-day close.

What you'll do:

• Maintain day-to-day bookkeeping for assigned clients — accounts payable, accounts receivable, and bank and credit card reconciliations

• Assist with month-end and year-end close

• Post journal entries and maintain supporting schedules and audit-ready documentation

• Prepare monthly and quarterly balance sheets, income statements and cash flow statements

• Maintain fixed asset registers and reconcile subledgers to the general ledger

• Work in Xero and Odoo, keeping client records clean and current

• Support feasibility studies and financial models on an as-needed basis

• Respond to client queries with guidance

What we're looking for:

• Bachelor's degree in accounting, finance or a related field

• 2–5 years of experience in accounting, bookkeeping or advisory

• Working knowledge of Xero and Odoo

• Strong Excel — lookups, pivot tables, clean workbook structure

• CMA, CPA, FMVA or ACCA a plus, completed or in progress

Apply through the Google Form link below:

https://forms.gle/jvbrjj1GggcHnY6L7