Atherton & Associates

Accountant

• Monitor financial processes, ensuring alignment with Firm guidelines and internal financial policies
• Prepare client financial reports weekly, monthly, quarterly, and annually
• Reconcile the clients’ accounts payables and receivables
• Reconcile sales and inventory reports
• Assist in creating budgets
• Work collaboratively with clients’ personnel to help solve financial and clerical issues
• Create, review, and maintain accounting records as well as keeping a record of business transactions
• Process payroll using client-provided timekeeping records
• Prepare quarterly filings for payroll, mill, and sales tax in accordance with statutory deadlines
• Assist clients with accounting setup, including software data migration and setting up chart of accounts
• Track fixed asset activity & maintain depreciation schedule
• Reconcile trial balance and other tasks for month-end close
• Perform special accounting and finance projects as needed.

Staff Accountant

• Monitor and manage financial processes, ensuring alignment with Firm guidelines and internal financial policies.
• Prepare client financial reports weekly, monthly, quarterly, and annually.
• Manage and reconcile the clients’ accounts payables and receivables.
• Reconcile sales and inventory reports.
• Assist in creating budgets.
• Work collaboratively with clients’ personnel to help solve financial and clerical issues.
• Create, review, and maintain accounting records as well as keeping a record of business transactions.
• Process payroll using client-provided timekeeping records.
• Prepare quarterly filings for payroll, mill, and sales tax in accordance with statutory deadlines.
• Assist in training of less experienced accountants, delegate assignments and review their work.
• Assist clients with accounting setup, including software data migration and setting up chart of accounts.
• Track fixed asset activity & maintain depreciation schedule.
• Reconcile trial balance and other tasks for month-end close.
• Perform special accounting and finance projects as needed.

Senior Staff Accountant

Insurance

• Ability to focus on complex tasks, understand the Firm’s comprehensive compliance process and persevere to bring work to completion for review.
• Perform audit fieldwork – assist with testing, walkthroughs, and risk assessments that help validate the integrity of financial records.
• Analyze financial statements – learn how to spot discrepancies, evaluate performance, and understand the story behind the numbers.
• Engage with clients – build relationships with CFOs, controllers, and business owners while gaining communication confidence.
• Leverage technology – use cloud-based audit platforms and data tools that streamline workflow and sharpen your tech skills.
• Experience a variety of clients – From nonprofits and manufacturers to healthcare groups and real estate firms – you’ll never be stuck in a routine.
• Takes responsibility for service quality, thoroughness, and accuracy.
• Develops or offers a proposed solution when communicating an issue.
• Works autonomously under the pressure of tight deadlines and multiple priorities.
• Recognizes the importance of professional growth activities of the firm and starts to develop a peer network.
• Ability to organize facts, analyze and interpret information/research according to client circumstances.
• Identifies and develops alternatives for issues and consults with engagement team.
• Masters the Firm’s software, research technology tools and related products to accomplish work efficiently.
• Able to work extended hours as needed during peak busy periods or as needed to meet deadlines.

Audit/Assurance Associate

• Lead multiple assurance engagements by overseeing the planning, organizing, and execution of engagements.
• Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
• Takes responsibility for service quality, thoroughness, and accuracy; proactively works with client to gather data and follow-up on open items.
• Delegates work effectively to ensure deadlines are met.
• Assesses - and interprets the implications for the client; understands client’s tolerance for risk.
• Stays current on regulatory and industry issues and shares applicable information with others.
• Seeks business development opportunities through new or existing contacts.
• Effectively supervises, trains, mentors, and develops associates and senior associates.
• Provide training to co-workers and associates as needed on technical areas of expertise.
• Proactively communicates work/project status with engagement team and client in a direct and respectful manner.
• Create and maintain continuing professional education schedule for department staff.
• Attends recruiting events to build the practice.
• Flexibility to work weekends and extended hours during peak busy seasons.

Staff Accountant

Senior Staff Accountant

Audit/Assurance Associate

Audit & Assurance Supervisor, CPA