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Staff Accountant | Personal Financial

Weitzman • Dallas, TX, US • published 2026-10-27 15:20:35.210609

Description

**Job Summary** As a Staff Accountant \| Personal Financial, you’ll keep accounting records accurate, turn financial data into clear reports, and support sound financial decisions. You’ll apply accounting and finance experience across general ledger activity, reconciliations, reporting, and compliance. Your impact: Accurate, timely financial reporting helps clients and internal stakeholders understand their financial position and make informed decisions. **Responsibilities** * Prepare journal entries and financial statements using accrual accounting, double\-entry bookkeeping, and generally accepted accounting principles (GAAP). * Perform general ledger accounting and reconciliation, balance sheet reconciliation, bank reconciliation, account reconciliation, and accounts receivable tasks; verify debits and credits. * Support budgeting, forecasting, cash flow analysis, and financial analysis; use Microsoft Excel, spreadsheets, and Excel data analysis, including the VLOOKUP function. * Prepare, interpret, and write financial reports; maintain records and support financial management and corporate finance activities. * Apply regulatory compliance accounting and financial compliance pra...

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