Deliver high-quality, client-focused general accounting services to all assigned clients, accurately entering transactions related to cash, accounts payable, accounts receivable, and month-end adjusting journal entries as directed.
Take an active role in the month-end close, including reconciling cash and credit card accounts, importing or syncing data from external systems, and updating balance sheet schedules as required.
Proactively communicate progress and potential issues, seeking guidance when necessary to prevent delays and ensure smooth workflows.
Prepare preliminary monthly financial statements for manager review, analyzing and clearly explaining unusual variances or discrepancies compared to budget and prior periods.
Collaborate effectively with team members to ensure all client deliverables are completed on time and in accordance with firm standards.
Consistently follow established processes and procedures, while actively contributing suggestions for process improvements.
Oversee and review the monthly work of staff accountants, providing supervision and ensuring accuracy, completeness, and efficiency in the month-end close.
Demonstrate a commitment to continuous learning by proactively expanding knowledge of accounting principles, best practices, and emerging technologies.
Proficient with cloud-based accounting and finance technologies (such as QuickBooks Online, Sage Intacct, BILL, Ramp, Expensify, Gusto, etc.).
Skilled in Microsoft Office applications (Word, Excel, Outlook, PowerPoint).

Requirements

Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs

Benefits

Health insurance
Opportunities for professional growth
Flexible working arrangements

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

general accountingcash managementaccounts payableaccounts receivablemonth-end closefinancial statement preparationvariance analysisprocess improvementsupervisionanalytical skills

Soft Skills

client-focusedcommunicationcollaborationproblem-solvingcommitment to continuous learning

Certifications

Bachelor's degreeprofessional certificationsrequired licenses