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Finance & Accounting Associate, New York, Los Angeles, or Remote 

Wells Group is seeking a Finance and Accounting Associate with 3+ years of experience.  Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. Our engagements range in scope and span across multiple industries, including consumer goods & services, healthcare, SaaS, and tech, among others. The firm consists of ~25 people and runs extremely flat. We are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position. Salary range is $80K - $130K dependent on experience. 



The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal, and written communication skills. Candidate should be detail-oriented, professional, and analytical.




  •  Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports

  • Own the month-end close process and other assigned department related tasks for multiple clients, as necessary

  • Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting

  • Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership 

  • Investigate reporting discrepancies and communicate issues, effectively and in a timely manner

  • Lead process for calculation, presentation, and communication of company-wide KPI’s

  • Assist in development of internal controls

  • Assist in external audit requests

  • Actively maintain and review designated General Ledger accounts and activity

  • Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing

  • Consistently evaluate areas for process improvement and automation

  • Partake in ad hoc accounting or finance projects and analysis, as assigned

  • Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing/analyzing results

  • Prepare financial forecasts which could include 3- and 5-year P&L planning and cash forecasting  

  • Assist in the preparation of Investor decks and board materials 

  • Ad hoc analysis for key decisions and understanding of the business, for example, scenario analysis and analysis of various capital structures



  • Bachelor’s or higher degree in Accounting or Finance 

  • Active CPA a plus

  • In-depth knowledge of accounting theory and application of U.S. GAAP

  • 2+ years of relevant accounting experience; Big Four experience highly preferred

  • Strong quantitative and analytical skills, as needed for FP&A and analytical work

  • Ability to multi-task and prioritize

  • Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner

  • Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task, and meet pressing deadlines

  • Team player with a strong work ethic

  • Quickbooks / Netsuite experience a plus but not required

  • Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)

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