Job Description
Join Oakland Financial Group, a leading boutique financial services firm, as we expand our team with a detail-oriented Part-Time Accountant. This hybrid role offers flexibility while supporting our high-net-worth clients with precision and expertise. Work in our vibrant downtown Oakland office with remote options available. Perfect for finance professionals seeking work-life balance without compromising impact.
Responsibilities
- Manage and reconcile client accounts using QuickBooks and advanced Excel modeling
- Prepare monthly financial statements and variance analysis reports
- Assist with tax preparation, compliance filings, and audit support
- Develop client-specific financial forecasting models and cash flow projections
- Collaborate with senior advisors on portfolio performance optimization
- Maintain strict confidentiality and adhere to GAAP/FASB standards
Qualifications
- Bachelor's degree in Accounting/Finance (CPA/MBA preferred)
- 3+ years experience in public or corporate accounting
- Advanced proficiency in QuickBooks and Microsoft Excel (PivotTables/VLOOKUP)
- Strong analytical skills with attention to detail
- Ability to manage multiple deadlines in a fast-paced environment
- Excellent communication and client relationship management
- CA CPA license or equivalent certification required