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When the numbers and the narrative disagree, Investment Advisory Group trusts its External Auditor to find out which one is lying. Take ownership, lean on your 5 years of CFA Certification, and earn $79,000 - $114,000 as part of a team that grows with you.
Key Responsibilities
- Reconcile merchant fees against statements that never quite match
- Reconcile general ledger accounts and resolve discrepancies in a timely manner
- Trim days off the AP cycle without straining a single vendor
- Run the remote close for a mid-level ledger you fully own
- Prepare and review monthly, quarterly, and annual financial statements
- Prepare board-ready financial packages and trust-based executive summaries
- Reconcile bank and balance-sheet accounts down to the last cent
What You'll Bring
- Comfort with an Investment Advisory Group pace that rarely sits still
- The self-awareness to know which problems are yours to solve
- The composure to deliver bad news early and clearly
- Comfort with the remote cadence of a Fort Worth-based operation
Investment Advisory Group keeps finance systems running for clients who never think about them, which is the ruthlessly-focused Fort Worth, TX point. We build psychological safety the boring way: by actually following through on what we say.
Our offer wraps $79,000 - $114,000 around mentorship, real benefits, and the kind of Fort Worth, TX flexibility most finance roles only promise.
This posting reflects an open need we are working to close this quarter.
Candidates who are passionate about finance should apply right away.