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The Onboarding Senior Accountant will be primarily responsible for onboarding new clients and performing a significant amount of accounting “clean up” under tight deadlines. This role emphasizes financial accuracy, compliance, meeting multiple client deadlines and teamwork for efficient operations.
Job Responsibility:
Assist in onboarding new clients ensuring that their financial transactions have been properly recorded
Comprehensive accounting services, including accounts receivable, accounts payable and general ledger management
Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
Tracking and reporting of restricted funds in order to prepare a net asset roll forward
Assistance with grant management and reporting
Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules
Assistance with 990 preparation and other local, state, and federal filings
Specialized reporting to support client decision-making
Organization and maintenance of client files including prior year audit and tax records
Work under the guidance of the controller, to assist with analysis, cash flow and budget preparation
Requirements:
A Bachelor’s Degree in Accounting
A minimum of five years general accounting experience
Multiple client or multiple entity experience preferred
CPA licensure preferred
Extensive knowledge of generally accepted accounting principles (GAAP)
Extensive experience with data management, record keeping and web-based applications
Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
Excellent organizational, problem-solving, project management, and communication skills
Experience in audit preparation
Ability to function well in a team-oriented virtual environment
The desire and ability to become proficient with SAGE Intacct and other third-party applications
The ability to work from home professionally and independently
Nonprofit accounting experience preferred
Nice to have:
Multiple client or multiple entity experience preferred
CPA licensure preferred
Advanced knowledge of Microsoft Office, Excel, QuickBooks Online and NetSuite preferred
Nonprofit accounting experience preferred
What we offer:
100% reimbursement of CPA licensing fees
50% reimbursement of an AICPA membership
Flexible Schedules
Annual company paid retreat
Medical, Dental, Vision
Life, STD & LTD
HSA/FSA
401(k) with company match & 100% vesting schedule after 1st year