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Focus Financial Partners

RIA aggregator and growth platform

Bookkeeper

BookkeepingUpdated on Nov 9
Full-timeNashville, TN, USA

About the Job

Requirements

  • At least 2 years of bookkeeping experience.
  • Familiarity with general ledgers.
  • Knowledge of Microsoft Word, Excel, and Outlook.
  • Strong verbal and written communication skills.
  • High attention to detail and accuracy.
  • Ability to exercise sound judgment and maintain strict confidentiality.
  • Comfort working in a fast-paced environment with changing priorities.
  • Professional demeanor and ability to work effectively with individuals across all levels of the organization.

Responsibilities

  • Handle accounts payable and accounts receivable.
  • Process cash receipts.
  • Handle payroll.
  • Prepare journal entries.
  • Scan and file documents.
  • Conduct research.
  • Perform general ledger analysis.
  • Prepare financial statements.

Desired Qualifications

  • Knowledge of AgilLink is preferred but not required.

About the Company

Focus Financial Partners

RIA aggregator and growth platform

Focus Financial Partners supports independent registered investment advisers (RIAs) by building a network of partner firms and providing growth and operational support. Its core product is a customizable platform that helps RIAs grow their businesses and streamline operations, including resources for succession planning and strategic growth. It differentiates itself through a large, PE-backed partnership model that combines growth capital with a network approach, enabling advisors to go independent, merge with or join partner firms, and access scalable tools and services. The company’s goal is to help advisory practices expand, improve client service, and plan for smooth succession while maintaining client relationships.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2006

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