Job description

About G2 Capital Advisors: G2 Capital Advisors ( www.g2cap.com ) is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. As part of GA Group (backed by Oaktree), G2 brings additional scale and resources to support middle-market companies. What sets us apart? We’re not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients’ strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. Office Location: Boston, MA or Los Angeles, CA Workplace Model : G2 currently operates in a hybrid model with a minimum of 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What You’ll Do: Lead execution of month end financial close, including assigned journal entries, balance sheet account reconciliations, and accruals, assist in providing schedules and commentary with respect to the production of income statement, working capital, as well as applicable commentary on a monthly and quarterly basis Perform general ledger account reconciliations including accrued and prepaid expenses, deposits, verify accuracy of data, and report, identify, and correct errors where necessary Oversee work performed by staff accountant including client invoicing, accounts receivable collections, accounts payable entry and payment, and preparation of client profit and loss statements Review, verify and research discrepancies by reconciling monthly client project files Prepare and process payroll for employees and payments for contractors, including compensation reconciliations, 401k, benefits, and tax deductions Prepare financial reporting for leadership executives and bank Support year-end financial review process with auditors Provide additional ad hoc reports and analyses as needed Develop and implement process improvements for all financial close and reconciliation processes Reports to Controller and works as a member of four-person finance team What We Look For: 4+ years of practical experience as an accountant Demonstrated advanced Excel and data manipulation skills, including pivot tables Bachelor’s degree in accounting or finance with strong accounting coursework required Experience with time and expense software (Harvest, Concur, etc.) Experience with business intelligence and reporting software, including AI tools Strong mathematical and analytical skills NetSuite experience is preferred but not required Proficient in accounting standards and strong attention to detail (CPA preferred) Proven ability to operate independently, synthesize complex data, and manage competing priorities in a fast-paced environment that is constantly evolving Excellent oral and written communication skills What we offer Catered lunch 4 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here . G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation between of $115,000 - 132,000, including an annual base salary between $105,000 - 120,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. This overview of this role is not designed to cover or contain a comprehensive listing of responsibilities that are required of the employee. Please note that responsibilities of the role may change or new ones may be assigned at any time with or without notice.

Requirements

Must-haves

Perform general ledger account reconciliations including accrued and prepaid expenses, deposits, verify accuracy of data, and report, identify, and correct errors where necessary
Oversee work performed by staff accountant including client invoicing, accounts receivable collections, accounts payable entry and payment, and preparation of client profit and loss statements
Review, verify and research discrepancies by reconciling monthly client project files
Prepare financial reporting for leadership executives and bank
Support year-end financial review process with auditors
Provide additional ad hoc reports and analyses as needed
Develop and implement process improvements for all financial close and reconciliation processes
Reports to Controller and works as a member of four-person finance team
4+ years of practical experience as an accountant
Demonstrated advanced Excel and data manipulation skills, including pivot tables
Bachelor’s degree in accounting or finance with strong accounting coursework required
Experience with time and expense software (Harvest, Concur, etc.)
Experience with business intelligence and reporting software, including AI tools
Strong mathematical and analytical skills
Proven ability to operate independently, synthesize complex data, and manage competing priorities in a fast-paced environment that is constantly evolving
Excellent oral and written communication skills

Nice-to-haves

NetSuite experience is preferred but not required
Proficient in accounting standards and strong attention to detail (CPA preferred)

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: bamboohr
Effort: medium

Benefits

Benefits detected in the listing.

401k

Professional Development