Financial Operations Associate

A. Company Overview

Elevate LLC is a national platform built to partner with growth-focused accounting, tax and advisory firms. Our mission is to empower entrepreneurial firms and their leaders by providing the capital, operational support, and strategic guidance they need to scale. By combining the resources of a larger organization with the independence and culture of local firms, Elevate creates an environment where professionals can focus on serving clients, developing talent, and innovating across accounting, tax, and advisory services.

Our partner firms benefit from Elevate’s shared services, technology investments, and growth expertise. Backed by experienced leadership and long-term capital, we are building a next-generation professional services platform that redefines how CPA firms grow, compete, and thrive in today’s market.

B. About Your Role

We are seeking a highly skilled Associate - Outsourced Accountant to join our Outsourced Services team. In this role, you will be responsible for overseeing end-to-end accounting operations, financial reporting, and client relationship management, driving operational excellence, client satisfaction, and process efficiency across multiple client accounts.

If you are passionate about accounting, financial reporting, and providing exceptional outsourced services, and you thrive in a dynamic, collaborative, and growth-oriented environment where innovation, teamwork, and continuous learning are pivotal to success, we would be delighted to hear from you.

The ideal candidate will be proactive, detail-oriented, and analytical, with a strong commitment to teamwork and the ability to embrace challenges. You will be someone who takes the initiative, consistently strives for excellence, and is eager to contribute to the success and growth of our organization.

C. Key Responsibilities

Accounting & Financial Operations

• Manage end-to-end accounting operations across multiple client accounts, including Accounts Payable (AP), Accounts Receivable (AR), journal entries, and payroll journals.
• Oversee month-end and year-end closing processes, ensure timely and accurate financial reporting in line with client deadlines.
• Prepare and review financial statements including Profit and Loss (P&L), Balance Sheet, and Cash Flow Statements in accordance with GAAP, IFRS, or relevant local accounting standards.
• Execute regular bank reconciliations, process bank transactions, and apply credit memos across AP and AR accounts to ensure effective cash management.

Financial Analysis & Reporting

Client Engagement & Relationship Management

Process Improvement & Team Development

Audit & Compliance Support

Ensure compliance with accounting policies, client-specific requirements, and applicable regulatory standards.

D. Required Qualifications & Experience

Education :

Experience :

Essential Technical Skills :

E. Benefits & Perks

F. Job Details