Accountant

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Profit sharing
• Training & development

Location

Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, and have the option to work from home or in-office Mondays & Fridays.

About Canterbury Consulting

Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families. Our clients invest in both traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets (commodities, real estate, etc.). Canterbury customizes each client's portfolio based on their needs, wants, risk preferences and liquidity requirements.

Canterbury Consulting was named one of the Best Places to Work by the Orange County Business Journal for the last 4 years, and Best Places to Work in Money Management by Pensions & Investments for the last 3 years.

Accountant at Canterbury Consulting

When you join Canterbury as an Accountant, you will have a direct impact on the investment success of foundations, endowments, and families through your work in the Finance Department.

The successful Accountant has the following characteristics:

An extremely high level of attention to detail and quality of work

The ability to balance competing priorities, and meet deadlines

Excellent written and oral communication skills

Completion of a four-year Accounting degree

Strong Microsoft Excel skills including pivot tables, lookups, and data connections

A strong work ethic

Minimum two years of experience as an Accountant in a corporate environment

The primary responsibilities of the Accountant are:

Responsible for all Accounts Payable functions from invoice receipt to payment issuance

Responsible for all Accounts Receivable functions from invoicing to payment receipt, including maintenance of client data

Maintain the general ledger

Reconcile bank accounts

Responsible for monthly closing of the company and subsidiaries including but not limited to balance sheet account reconciliation

Prepare monthly financial statements and issue in a timely manner

Compute taxes and prepare various local tax returns

Assist with annual audit, tax returns, and other year-end functions

Payroll accounting, including reconciling payroll journal entries

Review and process monthly travel expense reports

Assist with ad hoc projects as needed

Complete foreign currency transactions and translations

Position reports to Controller

At Canterbury, youll join our team of hard-working professionals. We work at a fast pace in a demanding environment but are committed to company culture and a work/life balance. There is room for growth as our company and department expand. With a can-do attitude and excellent problem solving and troubleshooting skills, youll gain experience across all aspects of accounting.

Benefits
Benefits package includes: medical, dental, life, disability, and vision insurance
401k program with a company match
Profit sharing plan
CPA and other professional certifications sponsorship
11 paid holidays and 17 days of paid time off the first year of employment
Flexible schedule options

As an equal opportunity employer, Canterbury Consulting is committed to a diverse workforce.

Flexible work from home options available.