Senior Bookkeeper

The Senior Bookkeeper role at Focus Financial Partners is a critical position within a high-performing financial services team. Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms, dedicated to delivering tailored financial advice and investment solutions. This role supports one of the partner firms and is embedded in an environment that values accuracy, trust, and client service, operating in a professional and client-focused workplace.

The Senior Bookkeeper is responsible for managing all aspects of bookkeeping, including general ledger maintenance, bank and credit card reconciliations, and the preparation of financial reports. Additional day-to-day duties include processing accounts payable and receivable, tracking expenses, preparing and posting journal entries, and supporting the month-end and year-end closing processes. The position may also involve collaborating closely with financial advisors and other team members to ensure accurate and timely financial data entry and reporting.

Ideal candidates will possess significant hands-on bookkeeping experience, preferably within a financial services, wealth management, or accounting environment. Advanced proficiency with accounting software such as QuickBooks or similar systems is essential, as are strong Excel and data management skills. The position requires excellent organizational abilities, sharp attention to detail, and the capacity to operate both independently and collaboratively within a fast-paced office. Candidates must demonstrate strong communication skills and a commitment to maintaining confidentiality and professional integrity.

Compensation for this role is competitive and may include a robust benefits package featuring health and dental insurance, retirement plan options, and paid time off. Focus Financial Partners also supports continued professional development and offers opportunities for advancement within its network of partner firms.

The company culture at Focus Financial Partners is supportive and growth-oriented, with an emphasis on integrity, teamwork, and client service. Employees enjoy a collaborative environment and are encouraged to pursue continuous learning and career progression. This position offers the chance to play a meaningful role in supporting the financial success of clients and the firm while growing professionally within a respected and dynamic organization.