Accountant

Summary

Join our team as a detail-oriented Accountant and contribute meaningfully to our financial operations while enjoying flexible work arrangements. This role involves reviewing, analyzing, and verifying financial transactions and reports for multiple clients. You will support budget planning and financial forecasting, enhancing both our internal processes and our clients’ financial clarity. The successful candidate will be responsible for a wide range of accounting tasks, from preparing balance sheet reconciliations to delivering monthly financial reporting packages to clients. This key position offers a unique opportunity to make a significant impact on our firm's success.

Requirements

• Bachelor’s degree in Accounting
• Minimum of 5 years of relevant experience
• Experience in public accounting
• Must have CPA certification
• High proficiency in QuickBooks
• Advanced Excel skills (e.g., formulas, pivot tables, data analysis)
• Strong analytical and problem-solving abilities
• Clear and professional communication skills
• Excellent organizational and time management capabilities

Responsibilities

• Review and verify financial transactions for accuracy and completeness
• Prepare and confirm balance sheet reconciliations and roll forwards
• Review reconciliations prepared by bookkeepers and/or client personnel
• Analyze revenue streams, profit margins, and overall productivity
• Categorize expenses (fixed vs. variable) for budgeting and classification
• Prepare and update monthly budgets and 12-month actuals vs. budget comparisons
• Prepare monthly cash flow forecasts, combining actuals and projections
• Post journal entries to support proper financial reporting (e.g., accruals, reclassifications)
• Conduct variance analysis (YoY, MoM, Actuals vs. Budget) with actionable insights
• Deliver tailored monthly financial reporting packages to clients