Senior Accountant

Position Overview

At PEI Global Partners, a boutique investment bank specializing in power, renewable energy, midstream, and sustainable infrastructure transactions, we are looking for a Senior Accountant to manage our internal financial operations. The role will lead accounting, financial controls, and reporting functions while collaborating closely with leadership, external auditors, and legal/tax advisors.

Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Own full-cycle accounting, including general ledger management, journal entries, and monthly close for multiple legal entities, including foreign subsidiaries.
• Prepare and analyze financial statements, consolidated reporting, and partnership allocations.
• Coordinate and manage retainer invoices, expense reimbursement structures, and deal-related accruals.
• Maintain broker-dealer/investment advisory regulatory reporting, including FINRA/SEC filings (FOCUS reports) or equivalent.
• Track transaction-based revenue streams from M&A and financing advisory fees, and fees linked to carry/incentive structures.
• Work closely with leadership to support annual budgeting, cash flow forecasting, and financial strategy.
• Manage tax preparation coordination with external CPA firms, including K‑1s, federal/state returns, and compliance filings for multiple entities.
• Oversee payroll, benefits accounting, A/P, A/R, vendor and bill payment management, including investment research subscriptions, data rooms, and deal-related expenses.
• Support audit preparation, internal controls development, and process documentation.
• Assist with partner distributions, equity ownership tracking, and compensation modeling for bonus plans.

• Must be located in the Tampa Bay area.
• Bachelor’s or Master’s in Accounting, Finance, or related field (CPA required).
• 5+ years of accounting experience, ideally within investment banking, private equity, venture capital, or other financial services.
• Prior FINRA/SEC compliance reporting or experience in broker‑dealer accounting is a major plus.
• Series 79 or willing to obtain within 5-6 months of hire.
• High proficiency in Quick Books, Excel, and financial reporting tools (experience implementing new systems a plus).
• Detail‑oriented with exceptional communication skills, a proactive mindset and an ownership mentality.

Submit your resume and a brief cover letter outlining your relevant accounting experience via Indeed or email

Job Type: Full‑time

• 401(k)
• 401(k) matching
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home