Senior Accountant

ROLE SUMMARY

Our client seeking a Senior Accountant to join their growing team. The ideal candidate thrives in an intense and fast-paced environment while maintaining focus and attention to detail. They must be able to work quickly and efficiently while providing excellent customer service. Strong follow-through with high standards of quality and accuracy are mission-critical for success in the role.

SCHEDULE: 8:30 AM – 5:30 PM Eastern Daylight Time (8:30 PM – 5:30 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

·       Perform the following accounting responsibilities:

o   Develop annual budgets and cash flow forecasts

o   Perform analysis of financial data to identify trends and provide insights to clients

o   Schedule Zoom video chats with clients to discuss financial reports

o   Present financial statements and KPI analysis during monthly and quarterly client meetings

o   Maintain ongoing and positive communication with assigned client

o   Spearhead accounting catch-up/clean-up projects for newly assigned clients

·       Perform the following delegation/review-related tasks:

o   Manage and delegate daily, weekly, monthly, quarterly, and annual engagements

o   Perform materially accurate monthly bookkeeping reviews for complex clients

o   Ensure that the accounting team updates client checklists in Karbon weekly

o   Manage and review QuickBooks file clean-ups for newly onboarded clients

o   Train team on new client assignments, when applicable

o   Delegate bookkeeping and accounting tasks to the accounting team as new clients are onboarded

o   Review work performed by the accounting team

o   Review journal entries, adjustments, and monthly reconciliations

o   Review payroll transmission processed by the accounting team

o   Review quarterly payroll tax returns and reconciliations

o   Review complex monthly and quarterly sales taxes

o   Review bills entered in Bill.com by the accounting team

o   Review invoices created by the accounting team

·       Perform the following administrative/miscellaneous responsibilities:

o   Refer to the company’s core values to assist in solving problems

o   Enter time daily in Karbon

o   Manage calendars to schedule daily and weekly workload

o   Schedule weekly meetings with accounting staff as needed

o   Participate in 1:1 check-in to discuss individual goals, concerns, and growth

o   Attend daily huddles

o   Attend scheduled trainings and workshops

QUALIFICATIONS:

·       A bachelor’s degree in Accounting is mandatory

·       4 years of full-cycle accounting experience

·       Must have experience managing multiple (30+) clients

·       Expert with QuickBooks Online

·       Strong computer aptitude, which includes expertise with Microsoft 365 applications

·       Strong interpersonal and analytical skills with the ability to interpret financial data

·       Solid understanding of Generally Accepted Accounting Principles

·       Aptitude in data management, analytics, reporting preparation

·       Ability to work well under minimal supervision