Financial Analyst (Level I)

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    9 days ago

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Job Summary:

Signature Consultants is seeking a Financial Analyst for an opportunity with a client located in Houston, TX.


  • Utilizing QuickBooks - enter, code and reconcile transactions in designated client spending accounts and credit card accounts on a monthly basis
  • Prepare accurate customized client deliverables including expense summary and detail reports, prior year comparison reports and consolidated balance sheets on a monthly and quarterly basis
  • Assist with client bill payment daily by reviewing and approving client batches and releasing electronic payments
  • Perform monthly reconciliations of client bill pay accounts. Follow up with bill pay specialists on items needing attention
  • Review and record client household payroll in QuickBooks
  • Support relationship managers by conducting research, preparing ad hoc reports and fulfilling miscellaneous requests
  • Assist with new client onboarding by building chart of accounts tailored to a client's specific situation and organizing newly received client information for team reference
  • Complete general administrative tasks necessary for departmental operations and company compliance
  • Maintain organized electronic client files

Skills Required:

  • Experience with high net worth or ultra-high net worth clients is preferred, but not required
  • Experience with QuickBooks
  • Ability to work well with others, be organized and detailed oriented and possess effective communication skills
  • Accounting background, particularly in accounts payable, expense reporting and chart of accounts
  • Effective verbal and written communication skills
  • Attention to detail
  • Strong documentation skills
  • Team player

About Signature Consultants, LLC

Headquartered in Fort Lauderdale, Florida, Signature Consultants was established in 1997 with a singular focus: to provide clients and consultants with superior staffing solutions. For the ninth consecutive year, Signature was voted as one of the "Best Staffing Firms to Work For" and is now the 14th largest IT staffing firm in the United States (source: Staffing Industry Analysts). With 28 locations throughout North America, Signature annually deploys thousands of consultants to support, run, and manage their clients' technology needs. Signature offers IT staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit Signature Consultants is the parent company to Hunter Hollis and Madison Gunn.

EEO Employer

Signature Consultants is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Signature will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 888.838.1020.