Overview
Wealth Management Client Associate (FP) Jobs in New York, NY at Bank of America
Concertina is seeking a highly skilled Director of Finance / Senior Accounting Controller with a strong foundation in controller-level responsibilities. This role is perfect for professionals with deep NetSuite expertise and a proven track record in financial operations—particularly within the consumer goods or retail sector. You’ll play a critical role in month-end close, audit preparation, ERP optimization, and financial reporting. We’re looking for a tech-savvy leader who thrives in high-performance environments and is ready to drive financial excellence.
Job Responsibilities:
Oversee the month-end close process (target: within 15 days post-month end).
Prepare comprehensive financial reports and executive-level board presentations.
Support annual audits with complete documentation and coordination.
Lead optimization of NetSuite ERP, including fixed asset module completion.
Strengthen internal controls, particularly around vendor payments.
Collaborate with tax partners and manage sales tax compliance through Avalara.
Maintain accurate inventory accounting for retail-specific operations.
Resolve ongoing ERP bugs and contribute to continuous improvement.
Ensure clean and accurate GL and subledger maintenance (currently 80–90% complete).
Qualifications:
Experience with large ERP platforms (NetSuite, SAP, Oracle).
Strong accounting background, with hands-on ERP implementation experience.
Deep understanding of accrual-based accounting and audit processes.
Consumer goods or retail experience strongly preferred.
CPA is a plus, but not required; advanced degree also beneficial.
Exceptional attention to detail, organizational, and communication skills.
Requirements:
Updated Resume/CV.
Ability to work in a fast-paced, results-driven setting.
Full-time availability aligned with U.S. East Coast hours.
Personal computer and stable internet connection.
UPS/battery backup to ensure continuity during power outages.
Benefits:
Competitive salary with performance-based bonuses.
Remote work flexibility.
Leadership opportunities and long-term career growth.
HMO coverage for employee and immediate family members.
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Title: Wealth Management Client Associate (FP)
Company: Bank of America
Location: New York, NY
