Career Opportunities



Greentree Financial Group is a financial advisory and consulting company that provides direct financing, financial advisory, and accounting services for corporate clients, especially those who seek access to the public financial market, raise private capital or position themselves for acquisitions. Our services include PIPE funding, debt financing, bridge capital, uplistings, and more. We also provide consulting services involving restructuring capital formation, effecting divestitures, edgarization of SEC documents, cash flow projection, and more. Our services require us to maintain or review our client’s financial and accounting records for investors and ensure compliance with accounting standards and securities requirements. 

Our company seeks to hire an in-house Staff Accountant, who will review our clients’ accounting and financial records and provide related financial advisory services. The Staff Accountant will work from our Plantation, Florida office and report to our Manager. 


• Analyze financial information and prepare financial reports 

• Prepare accounting records and financial statements for our clients 

• Analyze financial statements for compliance with accounting standards and securities requirements 

• Perform internal pre-audit planning and audit scope 

• Support external audit services 

• Prepare adjusting journal entries and maintain general ledger 

• Review accounts and perform reconciliations 

• Review tax returns and advise on tax strategies 

• Perform ad-hoc accounting projects and research 

Minimum Requirements: 

• Bachelor’s degree in accounting 

• 18 months of work experience in public accounting, including financial audit 

• CPA license 

• Proficiency in tax preparation software, QuickBooks, and Checkpoint Tools 

• Proficiency in Microsoft Word, PowerPoint, and Excel 

Mail resume to Greentree Financial Group C/O Tracy Luo, 7951 SW 6th St. Suite 216, Plantation, FL 33324. 

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Whether it is a question or additional information, we are here to assist. You can call us by phone or email us directly.

North Carolina Office
Michael J. Bongiovanni, MBA
Greentree Financial Group, Inc.
19720 Jetton Road, 3rd Floor
Penthouse Cornelius, NC 28031
(704) 892-8733 Office
(704) 892-6487 Fax

Florida Office
R. Chris Cottone
Greentree Financial Group, Inc.
7951 SW 6th Street, Suite 216
Plantation, FL 33324
(954) 424-2345 Office
(954) 424-2230 Fax