
Staff Accountant
20 hours ago
We are seeking a Staff Accountant with 5–7 years of progressive accounting experience
to join our finance team. The ideal candidate will have a solid understanding of U.S. GAAP,
be highly proficient in Microsoft Excel and the Microsoft Office Suite, and have hands-on
experience with QuickBooks. A CPA license or active CPA candidacy is strongly
preferred.
This role offers the opportunity to work in a dynamic Fractional CFO environment,
supporting multiple clients and ensuring accuracy, compliance, and efficiency across all
financial processes.
Key Responsibilities
• Prepare and maintain general ledger entries, account reconciliations, and
journal entries.
• Assist in the preparation of monthly, quarterly, and annual financial statements
in accordance with U.S. GAAP.
• Support month-end and year-end close processes.
• Manage accounts payable and receivable functions, including vendor payments
and customer invoicing when applicable.
• Maintain and reconcile bank and credit card accounts.
• Assist with budgeting, forecasting, and variance analysis.
• Ensure compliance with company accounting policies and internal controls.
• Prepare financial reports and reporting packages for management and clients.
• Perform ad hoc financial analysis and reporting as needed.
• Identify and recommend process improvements to enhance financial
operations.
• No direct client-facing responsibilities required, but strong communication is
expected.
⸻
Qualifications
• Bachelor's degree in Accounting, Finance, or a related field (required).
• 5–7 years of relevant accounting experience (flexible — not entry level).
• CPA license or active CPA candidate (preferred).
• Strong knowledge of U.S. GAAP and general accounting principles.
• Proficiency in Microsoft Excel and Microsoft Office Suite (Word, Outlook,
PowerPoint).
• Extensive experience using QuickBooks Online (or Desktop).
• Excellent analytical, problem-solving, and organizational skills.
• High attention to detail and accuracy.
• Ability to work independently and within a collaborative team environment.
• Strong written and verbal communication skills.
Preferred Attributes
• Experience working with multiple clients simultaneously.
• Exposure to financial statement preparation and audit coordination.
• Familiarity with Reach Reporting (a plus).
• Knowledge of other accounting or ERP software is an advantage.
Soft Skills
• Strong attention to detail and organization.
• Independent thinker and proactive decision-maker.
• Analytical and solution-oriented mindset.
• Ability to manage priorities and meet deadlines.
- • Comfortable working in a dynamic, multi-client environment
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