Senior Accountant

Canterbury Consultingorporated

Job Location:

Newport Beach, CA - USA

Yearly Salary: $ 85000 - 90000

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

About Canterbury Consulting

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.

Why Join Us: Our Commitment to Employees

We are an established and respected firm in Orange County CA dedicated to creating an exceptional workplace and investing in our employees.

Culture & High Standards

A High-Performance Environment: We set the bar high and are committed to excellence in all financial operations. We seek individuals who are similarly dedicated and embrace complex problem-solving.

Work-Life Balance is Respected: While we maintain high standards and manage a challenging workload we firmly believe in and actively enforce a culture that respects personal time and work-life balance. Long hours are not a regular occurrence.

Award-Winning Culture: We have been consistently recognized as one of the Best Places to Work by the Orange County Business Journal (6 years running) and Pensions & Investments Best Places to Work in Money Management (5 years running).

Collaborative Environment: Enjoy a fun highly collaborative culture with frequent company-sponsored social events including happy hours annual outings (Disneyland Catalina Island and Del Mar Racetrack in years prior) a festive Christmas party and internal competitions (chili cook-offs costume contests etc.).

Senior Accountant at Canterbury Consulting

Are you an intellectually curious driven accountant with a passion for tackling intricatechallenges We are seeking a highly competent Senior Accountant to join our team. This role offers significant autonomy and exposure to all department functions. We are committed to continuous improvement and we need a team member who has a strong desire to continue learning and growing and who welcomes the regular challenges that keep the job fresh. If you are tired of performing the same tasks day after day this is the environment for you.

Core Job Duties and Responsibilities:

This position requires a high level of autonomy intellectual curiosity and attention to detail. The Senior Accountant will be an active and essential contributor to our financial operations ensuring accuracy and compliance across all functions.

Financial Close & Complex Accounting

Financial Close Ownership: Lead the execution and review of the monthly and annual financial close processes ensuring timely and accurate completion.

Complex General Ledger & Reconciliations: Own and perform elaborate balance sheet and P&L account reconciliations including those related to intercompany transactions (11 subsidiaries) foreign currency and stock-related transactions for our employee-owned company.

Internal Control & Quality Review: Review audit approve and correct the work initiated by others across various accounting functions serving as a primary check for quality control and compliance.

Operational & Specialized Tasks

Client Billing: Participate in the client billing process working cross-functionally to ensure data integrity and managing the accuracy of underlying client information.

Accounts Payable & Receivable: Oversee critical daily functions by reviewing and completing both Accounts Payable (AP) and Accounts Receivable (AR) duties.

Payroll & Expense Management: Review and process payroll for all employees and manage employee expense report processing.

Reporting & Compliance Support

Audit & Tax Preparation: Play a key role in preparing schedules documentation and analyses to support the annual external audit and tax return preparation.

Financial Reporting: Assist in the preparation of internal financial statements and management reports.

Problem Solving & Improvement: Actively identify analyze and resolve unique and difficult accounting problems recommending and implementing improvements to processes internal controls and documentation.

Required Qualifications & Experience

To meet the high standards of this position and thrive in our demanding environment candidates must demonstrate proven expertise and a commitment to excellence.

Experience: A minimum of 5 years of progressive hands-on General Ledger (GL) accounting experience required within the industry is a plus. Experience must include the ability to independently own the full month-end close cycle and resolve complex accounting issues.

Education: Bachelors degree in Accounting Finance or a related field.

Technical Skills: Advanced proficiency in Microsoft Excel (e.g. pivot tables VLOOKUPs) and strong working knowledge of accounting software/ERP systems Netsuite is a plus.

Competencies: Must possess exceptional analytical skills strong attention to detail and a verifiable track record of high achievement and commitment to continuous growth.

Strong work ethic attention to detail and the ability to work both independently and as part of a collaborative team.

Compensation and Benefits

Starting at $85000 - $90000 with a clearly defined promotional track to $95000 within the first 12-18 months based on performance.

Benefits package includes company-paid medical dental life disability and vision insurance.

Generous 401(k) program with company match complemented by a fully company-funded profit-sharing plan.

12 paid holidays and 17 days of paid time off the first year of employment.

Hybrid Work Schedule: Enjoy work-life balance with a flexible -office required Tuesday Wednesday and Thursday with the option to work from home on Monday and Friday.

Professional Development: Company-sponsored continuing education to support your growth including CPA/CPE requirements.

Physical Requirements

Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods.

Manual Dexterity: Frequently operates a computer and other office equipment.

Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy.

Mobility: Occasionally move objects up to 25 pounds.

Work Environment

Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures.

Collaboration: Collaborative and team-oriented culture with regular staff meetings and events.

Communication: Must be able to communicate effectively with team members and clients.

How to Apply

Please complete your application on our Career Portal at Canterbury Consulting Incorporated.

Accommodation Statement

Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability please contact Human Resources at

Compensation: $85000.00 - $90000.00 per year

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.

Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA with 65 employees. Canterbury provides consulting services to tax-exempt organizations including community foundations educational endowments religious organizations arts and cultural foundations and health care organizations as well as family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal inand 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management inand 2020.

Required Experience:

Senior IC

About Canterbury ConsultingCanterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family of...