Key skills
Critical Thinking
About this role
Role Overview
- Serve as a secondary point of contact for assigned clients
- Manage weekly and monthly accounting cycles across multiple entities
- Review transactional coding work prepared by staff for accuracy and completeness
- Ensure bills are entered, processed, and paid on time
- Oversee bank reconciliations, investigate and clear discrepancies
- Review and generate cash flow reports and monitor account balances
- Process deposits and oversee cash activity across client accounts
- Correspond with vendors to confirm wiring instructions
- Provide increasing ownership of client work by identifying issues
- Participate in internal meetings
Requirements
- Bachelor’s degree in Accounting, Finance, or related field, OR equivalent experience required
- Minimum 2 years of accounting experience
- Experience performing and reviewing accounting work
- Experience supporting high-volume, multi-entity environments
- Hands-on experience with AgilLink and/or QuickBooks Online
- Ability to manage multiple entities, deadlines, and deliverables in a fast-paced environment
- Experience with cash flow, month-end close, and reconciliations
- Strong attention to detail with critical thinking and problem-solving skills
- Comfortable overseeing an offshore support person
- High level of confidentiality required
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays