Job Description

• Dedicated time to provide unmatched client service while coordinating work for multiple clients in reviewing, coordinating, and overseeing the following areas:
• Monthly/quarterly/annual financial statements preparation
• Account/bank reconciliations and deprecation schedule preparation
• Balance sheet/Revenue/Expense reconciliations
• Preparation and assistance with processing payroll and related returns
• Monthly and year-end closing assistance
• On-site or virtual accounting outsourcing
• Assist with training of clients and staff
• Assist clients with accounting system conversions or upgrades in general ledger systems and conversion by providing professional assistance during and after implementations of software programs and upgrades as follows:
• General ledger account structure and mapping
• Mapping with knowledge and understanding of the financial reporting.
• Assisting clients with extracting data from current software systems to import into new software programs.
• Serve as liaison with the client and software data implementation specialists
• Provide long-term resources to clients on utilizing and optimizing the software after conversion/upgrade
• Be a resource both internally and externally for providing guidance and instruction on various software reports that can be generated to provide data and reports for cost report preparation as well as reports that will assist auditors in certain attest engagements
• Assist in onboarding new clients to assist in meeting their financial reporting needs

• Strong communication skills, both written and verbal
• Proficiency in Microsoft Office Suite, Windows, Adobe, and various other Internet applications
• The ability to prioritize work for multiple clients and consistently meet deadlines
• Close attention to detail
• Strong organization and time management abilities
• A problem-solving attitude
• Willingness to take initiative
• A commitment to Unmatched Client Experience
• Innovative ideas regarding servicing clientele

• Bachelor's degree in a related field
• 5 years or more of accounting experience

• CPA
• Accounting / Finance major

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