Forum One

Accountant

• Review and approve invoices; validate documentation and timing
• Reconcile Certinia and QuickBooks to ensure revenue accuracy
• Manage collections, aging, and client billing communications
• Recognize revenue and confirm readiness for close
• Process and approve expenses and AMEX statements; ensure AP close readiness
• Administer vendor setup and recurring payments
• Provide finance system support and PM invoicing guidance
• Prepare monthly, quarterly, and annual financial and compliance reporting
• Support GSA reporting, excise tax filings, and audits
• Participate in weekly cash flow meetings as Finance liaison
• Partner with the CFO to modernize AP, AR, and month-end processes
• Support optimization and integration of QuickBooks Online and Certinia
• Identify and implement workflow improvements and automation opportunities
• Improve close efficiency, reporting clarity, and financial visibility