12/24/2023 0 Comments Steward partners global advisoryLiaise with outsourced controller and Raymond James Accounting teams Assist in the preparation of monthly management analytics and reports Prepare corresponding accrual journal entries with consolidation activities Prepare monthly journal entries, as required, and ensure documentation of accounting records Prepare monthly financial statements and corresponding analysis Build, update, and maintain forecast models Prepare financial reports for relevant filings In addition, the Financial Analyst will prepare the monthly balance sheet and income statement analysis schedules and maintain certain account reconciliations. The Financial Analyst will support all aspects of monthly, quarterly and annual financial reporting and will be responsible for the month-end close, journal entries, and preparation of the financial statements. Reporting to the Chief Financial Officer, the Financial Analyst position is primarily responsible for financial accounting and reporting across the firm. ![]() We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. ![]() Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client’s and their families.
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