Accountant / Financial Analyst

Job Overview

YTS Wealth Management is a rapidly growing financial services firm based in Murrysville, Pennsylvania. We are seeking a well-rounded finance professional to join our team in a hybrid Accountant / Financial Analyst role. This position offers a unique blend of corporate accounting, technical accounting, financial reporting, budgeting, forecasting, and strategic financial analysis experience within a dynamic and growth-oriented organization.

The Accountant / Financial Analyst will report directly to the Chief Financial Officer and will play a key role in supporting the monthly close process, producing accurate financial statements, enhancing management reporting, strengthening internal controls, and providing financial insights that support business decision-making.

This is an opportunity to join a rapidly growing firm in a highly visible finance role with direct exposure to executive leadership. The Accountant / Financial Analyst will gain broad experience across accounting operations, technical accounting, reporting, forecasting, internal controls, audit support, and strategic analysis, making this an excellent role for a finance professional looking to transition out of public accounting to a role within a dynamic company. This role has the potential for significant growth over the next few years.

Key Responsibilities

• Lead and execute monthly close activities, including journal entries, account reconciliations, accruals, variance review, and related close documentation.
• Prepare monthly financial statements and supporting schedules in a timely, accurate, and well-documented manner.
• Support technical accounting matters, including researching accounting guidance, documenting conclusions, and assisting with implementation of accounting policies.
• Develop and enhance management reporting packages, dashboards, and financial summaries for leadership review.
• Assist with the annual budgeting process, recurring forecasts, and long-range...