About this position
Duties and Responsibilities
- Accountable for the integrity of accounting information by recording, verifying, consolidating, and entering transactions into the general ledger system
- Perform quality assurance by verifying information and conducting quality checks of your own work
- Prepare month-end closing journal entries and maintain reconciliations for all accounts, in a timely manner
- Prepare monthly analysis around key metrics and benchmarks tailored to client specific needs
- Assist in preparation of monthly financial statements, including designing and implementing financial reporting
- Prepare or review bank account reconciliations, checks, and cash reporting
- Prepare sales and use tax returns
- Facilitate preparation of audit and tax workpapers
- Comply with government notices, licenses, registrations etc.
- Interface and coordinate activities with internal/external accountants, in addition to supporting budget/projection preparations
- Identify and document opportunities to improve processes and productivity to ensure that we meet our goal of superior customer support
- Protects clients’ operations by keeping financial information and plans confidential
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
- Carry out special projects and other duties as assigned
Minimum Qualifications
- Bachelor’s or higher degree in Accounting or Finance
- 3+ years of accounting experience, combination of industry and public accounting preferred
- CPA or CMA achieved or enrolled, preferred
- Work experience utilizing data analytics and financial modeling software for forecasting
- Significant knowledge of finance, accounting, and cost control principles, including generally accepted accounting principles (GAAP)
Critical Competencies
- Meticulous attention to detail
- A team player with a positive attitude & strong client focus
- Ability to be a dynamic leader and deal with changing requirements and priorities
- Strong problem-solving skills, documentation skills, research and resolution skills, data analysis and multi-tasking skills
- Exceptional organizational and communication (verbal and written) skills
- Ability to communicate with all levels of Executive/Senior staff and clients
- Proven financial acumen
- Fluency in multiple ERP systems and the ability to adapt to new accounting/finance software and applications
- Strong experience using Microsoft Office Suite, proficiency in Excel preferred
- Knowledge of other financial, accounting, and management software such as QuickBooks, Plan Guru, Syft, Salesforce, Microsoft 365, etc., preferred
Working conditions
This position is based in a professional office environment and requires regular, on-site attendance during standard business hours. The role may involve extended periods of sitting at a desk, working with computers and office equipment. Employees should be comfortable operating within a fast-paced setting that may require multitasking and adaptability to shifting priorities. The office promotes a collaborative atmosphere, and effective communication with team members, management, and clients is essential. Minimal travel may be required for meetings or professional development.