Position Overview:
We are seeking a highly skilled and proactive Senior Accountant to join our team. This role will directly oversee and guide two current bookkeepers, ensuring accuracy and efficiency in daily accounting operations. The ideal candidate excels at staying organized, prioritizing tasks effectively, and communicating proactively. This role requires someone who can think ahead, work independently with minimal direction, and apply training across diverse client scenarios with sound judgment and adaptability.
Key Responsibilities:
- Financial Close & Reporting: Design and maintain a structured close workbook, ensuring accuracy and timeliness in financial reporting.
- Bookkeeping Oversight & Quality Control: Direct and guide two bookkeepers on daily tasks, including coding of transactions, bank reconciliations, and payroll entries. Audit their work to ensure completeness and accuracy prior to financial analysis.
- Financial Analysis & Projections: Analyze Income Statements and Balance Sheets to identify errors, anomalies, or unusual trends. Prepare financial projections and forecasts to support strategic decision-making.
- Month-End Close Process: Demonstrate expertise in closing the books while designing and implementing tailored month-end close processes based on accounting best practices.
- Strategic Collaboration: Partner with CFOs to provide actionable insights through cash flow analysis, financial consulting, and forward-looking projections.
- Client Engagement: Participate in consulting meetings, deliver financial analyses, and build strong client relationships.
- Process Management: Design, implement, and optimize accounting processes—from daily bookkeeping routines to month-end reconciliation—in line with best practices.
- Team Guidance: Mentor and direct the work of two bookkeepers, providing feedback and training to elevate team performance.
- Technology Proficiency: Quickly learn and adapt to new software (QBO, Bill.com, Excel, etc.) while working efficiently across platforms.
- Communication & Proactivity: Communicate clearly and proactively with clients and team members, anticipating needs and addressing challenges before they arise.
- Organization & Prioritization: Manage multiple deadlines, prioritize effectively, and maintain organization in a fast-paced setting.
Qualifications:
- Experience: Senior Accountant-level experience with a focus on financial review, analysis, and hands-on bookkeeping. Must have experience directing or mentoring junior accounting staff.
- Technical Skills:
- QBO: Advanced proficiency required (managing multiple client files, troubleshooting, clean-ups, and reconciliations).
- Excel: Advanced proficiency required (pivot tables, VLOOKUPs, financial modeling, and data analysis).
- CRM: Proficiency in any CRM platform required (Salesforce, HubSpot, or similar).
- Preferred: Experience with Bill.com, QB Desktop, Xero, Intacct, or NetSuite.
- AI Integration (Plus): Familiarity with integrating AI tools into accounting systems and workflows is a strong plus.
- Accounting Expertise: Deep understanding of accounting theory, financial projections, and ability to optimize close processes.
- Soft Skills: Strong collaboration, communication, and organizational abilities. Must be self-directed, adaptable, and exercise sound judgment.
- Client-Facing Skills: Comfortable presenting financial insights, projections, and engaging in consulting discussions.
- Education: Bachelor's in Accounting, Finance, or related field. CPA or equivalent is a plus.
Ideal Candidate Traits:
- Proactive & Independent: Thinks ahead, takes initiative, and doesn't require constant direction.
- Adaptable Learner: Absorbs training quickly and applies it flexibly across client scenarios.
- Detail-Oriented Organizer: Balances multiple priorities while maintaining accuracy and efficiency. Treats the underlying bookkeeping as the foundation for all higher-level analysis.
- Tech-Savvy Innovator: Embraces new technologies, including AI, to streamline processes and improve accuracy.
Benefits:
- Competitive salary and performance-based incentives.
- Complete PC package
- Comprehensive benefits package, including health and life insurance.
- Flexible work environment with the option to work remotely.
- Opportunities for professional growth and development.
- Collaborative and supportive team culture
