Financial Services Professional
7 days ago
**Job Summary**
We are seeking a highly experienced Senior Accountant to join our team at Sourcefit DR. As a Senior Accountant, you will play a critical role in ensuring the financial health of multiple clients by maintaining accurate financial records, performing complex reconciliations, and providing insightful financial analysis.
Responsibilities:
- Client Onboarding and Clean-Up: Fix issues and reconcile accounts for new clients, complete client notes and create review sheets for clients' financials, ensure new clients' books are ready for ongoing monthly work within seven business days of initiating their onboarding.
- Technical Accounting Support: Provide technical accounting expertise to the team, answer team technical and client-specific accounting questions, promote knowledge sharing.
- Client Communication: Respond promptly to client emails or delegate tasks to appropriate team members, ensure all client communications are acknowledged within the same business day with thoughtful and helpful replies.
- Monthly Financial Statement Preparation: Prepare and review monthly financial statements for assigned clients, conduct annual comparisons and percentage of income comparisons by month, cross-check financial data against clients' other applicable software/systems.
- Proactive Issue Identification: Identify exceptions, errors, and opportunities for improvement in clients' financial records, suggest process improvements to enhance efficiency and accuracy.
Requirements:
- Bachelor's degree in accounting is mandatory.
- Minimum of 7 years of accounting experience, prior experience working with a CPA firm or accounting firm handling multiple clients is essential.
- Experience with U.S. companies and a strong understanding of U.S. GAAP and accounting principles.
- Proficiency in QuickBooks Online is a must, experience with QuickBooks Desktop is a plus.
- Ability to handle tasks including posting and reconciling financial transactions, bill payments, creating customer invoices, sales tax filing, and payroll processing.
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