Cruit Group
About Us
Our partner is a closely held boutique investment bank, supporting investors, developers, and strategics in their industry verticals through capital raising, project finance, and M&A advisory, with approximately 50 employees and EBIT of $50m+.
As they continue to scale, they are seeking a Senior Accountant to play a key role in managing internal financial operations.
Position Overview
The Senior Accountant will lead internal accounting, financial controls, and reporting functions while collaborating closely with leadership, external auditors, and legal/tax advisors. We are looking for someone confident in assessing current processes, identifying gaps or inefficiencies, and building a more robust reporting and accounting infrastructure from the ground up. This position is best suited for someone who values accuracy, consistency, and ownership within a professional investment banking environment.
Key Responsibilities Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiary. Prepare and analyze financial statements, consolidated reporting, and partnership allocations. Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals. Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent, if applicable. Candidates open to being trained in regulatory reporting requirements will be considered. Track transaction-based revenue streams, including M&A and financing advisory fees, and fees linked to carry / incentive structures. Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy. Manage tax preparation coordination with external CPA firms, including K-1s, federal/state returns, and compliance filings for multiple entities. Oversee payroll, benefits accounting, A/P, A/R, and vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses. Support audit preparation, internal controls development, and process documentation. Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans. Qualifications
Must be located in the Tampa Bay area. Bachelor's or Master's in Accounting, Finance, or related field (CPA preferred). 5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services. Prior FINRA/SEC compliance reporting or experience in broker-dealer accounting is a major plus. Series 79 or willing to obtain within 5/6 months of hire. High proficiency in QuickBooks, Excel, and financial reporting tools (experience implementing new systems a plus). Detail-oriented with exceptional communication skills, a proactive mindset and an ownership mentality. Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid sick time Paid time off Parental leave Vision insurance Work from home
Our partner is a closely held boutique investment bank, supporting investors, developers, and strategics in their industry verticals through capital raising, project finance, and M&A advisory, with approximately 50 employees and EBIT of $50m+.
As they continue to scale, they are seeking a Senior Accountant to play a key role in managing internal financial operations.
Position Overview
The Senior Accountant will lead internal accounting, financial controls, and reporting functions while collaborating closely with leadership, external auditors, and legal/tax advisors. We are looking for someone confident in assessing current processes, identifying gaps or inefficiencies, and building a more robust reporting and accounting infrastructure from the ground up. This position is best suited for someone who values accuracy, consistency, and ownership within a professional investment banking environment.
Key Responsibilities Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiary. Prepare and analyze financial statements, consolidated reporting, and partnership allocations. Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals. Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent, if applicable. Candidates open to being trained in regulatory reporting requirements will be considered. Track transaction-based revenue streams, including M&A and financing advisory fees, and fees linked to carry / incentive structures. Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy. Manage tax preparation coordination with external CPA firms, including K-1s, federal/state returns, and compliance filings for multiple entities. Oversee payroll, benefits accounting, A/P, A/R, and vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses. Support audit preparation, internal controls development, and process documentation. Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans. Qualifications
Must be located in the Tampa Bay area. Bachelor's or Master's in Accounting, Finance, or related field (CPA preferred). 5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services. Prior FINRA/SEC compliance reporting or experience in broker-dealer accounting is a major plus. Series 79 or willing to obtain within 5/6 months of hire. High proficiency in QuickBooks, Excel, and financial reporting tools (experience implementing new systems a plus). Detail-oriented with exceptional communication skills, a proactive mindset and an ownership mentality. Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid sick time Paid time off Parental leave Vision insurance Work from home