About this position
Duties and Responsibilities
- Manage daily accounting tasks such as entering transactions, coding expenses, and reconciling bank and credit card accounts for multiple clients.
- Prepare account reconciliations and journal entries to support timely and accurate month-end and year-end closes.
- Assist in preparing financial statements and custom reports tailored to each client’s needs.
- Coordinate with external payroll providers to ensure accurate and timely payroll processing.
- Work across multiple cloud-based accounting platforms (e.g., QuickBooks Online, Xero, Bill.com, Gusto, etc.) depending on client preferences.
- Help maintain clients’ general ledgers, ensuring completeness and accuracy of financial data.
- Ensure compliance with GAAP and other regulatory requirements; support tax filing coordination as needed.
- Participate in identifying process improvements, both internally and for client workflows, to enhance efficiency and service delivery.
- Handle sensitive financial data with discretion and maintain a high level of confidentiality.
- Support ad hoc projects, onboarding of new clients, or cleanup of legacy records as assigned.
Minimum Qualifications
- Bachelor’s or higher degree in Accounting or Finance
- 1+ years of accounting experience, combination of industry and public accounting, preferred
- Experience utilizing data analytics and financial modeling software for forecasting, desirable
- 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.