Senior Accountant

Overview

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. We provide consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement.

The firm is recognized for performance and service that exceeds client needs and expectations.

• Our commitment to employees in an established, respected Orange County firm.
• Culture & High Standards: high-performance environment focused on excellence in financial operations.
• Work-Life Balance: culture that respects personal time; long hours are not a regular occurrence.
• Award-Winning Culture: recognized as a Best Place to Work by Orange County Business Journal and Pensions & Investments.
• Collaborative Environment: collaborative culture with frequent social events and internal activities.

Senior Accountant at Canterbury Consulting seeks an intellectually curious, driven accountant to tackle intricate challenges. This role offers significant autonomy and exposure to all department functions. We value continuous learning and growth and welcome regular challenges that keep the job engaging.

• Financial Close Ownership:
  Lead the execution and review of monthly and annual financial close processes, ensuring timely and accurate completion.
• Complex General Ledger & Reconciliations:
  Own and perform balance sheet and P&L reconciliations, including intercompany transactions (11 subsidiaries), foreign currency, and stock-related transactions.
• Internal Control & Quality Review:
  Review, audit, approve, and correct work initiated by others; act as a primary quality control and compliance checkpoint.
• Operational & Specialized Tasks:
  Client Billing, Accounts Payable & Receivable oversight, Payroll & Expense Management.
• Reporting & Compliance Support:
  Prepare schedules and analyses for external audits and tax returns; assist in internal financial reporting.
• Problem Solving & Improvement:
  Identify and resolve accounting problems; recommend and implement process improvements and controls.

• Minimum 5 years of progressive General Ledger accounting experience; experience in the industry is a plus. Ability to independently own full month-end close and resolve complex issues.
• Bachelor’s degree in Accounting, Finance, or related field.
• Technical
  
  Skills:
  
  Advanced Excel (pivot tables, VLOOKUPs) and working knowledge of accounting software/ERP;
  Net Suite is a plus.
• Competencies:
  
  Analytical skills, attention to detail, high achievement, and commitment to continuous growth; strong work ethic and ability to work independently and in a team.

• Starting at $85,000–$90,000 with a defined promotional track to $95,000 within 12–18 months based on performance.
• Company-paid medical, dental, life, disability, and vision insurance.
• 401(k) with company match and a company-funded profit-sharing plan.
• 12 paid holidays and 17 days of paid time off in the first year.
• Hybrid work schedule with in-office requirements Tue, Wed, Thu; option to remote Mon and Fri.
• Professional development including CPA/CPE support.

• Musculoskeletal endurance; prolonged sitting.
• Manual dexterity for computer use and office equipment.
• Visual acuity for document and screen review.
• Occasional ability to move objects up to 25 pounds.
• Typical office environment with moderate noise and controlled temperatures; collaborative culture with regular meetings and events.

Please complete your application on our Career Portal at Canterbury Consulting Incorporated.

Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability, please contact Human Resources.

Compensation: $85,000–$90,000 per year. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.