Staff Accountant

Overview:

We are seeking a highly motivated individual to join our growing firm in the role of Staff Accountant. The ideal candidate will have experience with the month end closing process, account reconciliations and posting journal entries and possess a working knowledge of GAAP. You should possess a strong work ethic as well as the desire to learn and the flexibility to adapt as a member of a dynamic, high-growth, professional environment.

Benefits Package:

• Competitive benefits package, including 100% employer-paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account and more.
• Paid vacation (PTO) and paid holidays.
• 401k with generous match.

Duties and Responsibilities:

• Prepares general journal entries, balance sheet account and bank reconciliations.
• Responsible for accounts payable and cash disbursements including verification of invoices, check requests, purchase requisitions and preparation of disbursement vouchers for approval by management. Prepares and enters accounts payable into GL.
• Maintains accounts receivable and administers monthly posting and reconciliation.
• Reconciles debt accounts and record interest expense and principal payments. Prepares debt roll forward.
• Reviews financial data for accuracy; identifies problems and supports day-to-day operations.
• Prepares, reviews and interprets financial and operating data for CFO.
• Reviews and analyzes the organization’s accounting operation; recommends improvements.
• Assists team members with closing tasks and responsibilities.
• Assists with gathering data and filing periodic tax filings and GET.
• Supports team members with departmental workflow and efficiency projects and other special projects as requested.

Key Qualifications:

• Bachelor’s Degree in accounting preferred.
• Two to four years of relevant experience, preferably in the accounting department of an annuities, insurance or retail financial services firm.
• Strong accounting skills and a basic knowledge of GAAP.
• Ability to prepare reports and business correspondence.
• Highly skilled using QB/QBO, Excel and Microsoft Office Applications.
• Exposure to change management, process flow optimization and departmental efficiency metrics a plus.
• Familiarity with commission-based compensation structures is a plus.
• Familiarity with accounting rules governing reporting multi-entity organizations preferred.
• Experience with Salesforce, SPIFF commission software, ADP and/or Clover a plus.

Additional Expectations:

• Ability to collaborate with others.
• Possesses initiative and a problem-solving mindset.
• Working knowledge of data collection, data analysis and evaluation.
• Commitment to excellence and high standards.
• Excellent written and verbal communication skills.
• Strong organizational and analytical skills; able to manage priorities and workflow.
• Ability to work independently and as a member of various teams and committees.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Desire and/or intent to attain higher level professional credentials preferred.

Job Type: In-Person, full-time position