Staff Accountant II

Role Overview

• Execute routine accounts receivable and accounts payable transactions with accuracy and attention to detail
• Prepare and maintain well‑supported balance sheet account reconciliations
• Apply customer payments promptly and ensure all cash postings are complete and accurate
• Create and upload journal entries in accordance with provided guidance and documentation
• Support month‑end close activities to deliver timely and reliable financial results
• Collaborate effectively with internal teams, demonstrating strong written, verbal, and interpersonal communication skills
• Maintain organized digital and physical documentation
• Respond to vendor and customer documentation requests
• Assist with compliance tasks (W‑9s, invoice coding, etc.)
• Identify discrepancies and escalate appropriately
• Process credit card transactions and ensure accurate, timely recording of all related activities
• Monitor and resolve outstanding checks, maintaining up‑to‑date records
• Set up new customer accounts and maintain accurate customer information
• Manage vendor administration, including onboarding, updates, and documentation
• Review and approve employee expense reports for accuracy and compliance
• Support internal and external audits by preparing schedules and providing required documentation
• Utilize Microsoft Office applications effectively, with intermediate Excel skills for data analysis and reporting
• Apply knowledge of Generally Accepted Accounting Principles (GAAP) in daily tasks and decision‑making
• Perform general administrative duties and provide broad accounting support as needed
• Process remote deposits and maintain accurate petty cash records
• Initiate ACH payments and wire transfers through the bank portal with precision and proper controls
• Assist with completing credit application requests for customers or vendors
• Prepare and complete bank reconciliations to ensure accuracy of cash balances
• Maintain and update recurring journal entry templates
• Recommend improvements to processes and workflows
• Perform variance analysis and explain routine fluctuations
• Own assigned balance sheet reconciliations

Requirements

• Bachelor’s degree in accounting preferred (Management may substitute experience for education)
• 2–4 years of experience in an accounting role preferred
• Intermediate working knowledge of GAAP
• Intermediate Proficiency in Microsoft Office, especially Excel (e.g., VLOOKUPs, pivot tables, data manipulation)
• Ability to learn ERP/accounting systems
• Strong accuracy and consistency in deliverables
• Ability to work both independently and collaboratively with a strong customer service mindset
• Excellent organizational skills with the ability to manage multiple tasks simultaneously
• Ability to prioritize conflicting requirements to meet all established deadlines
• Ability to interact professionally and effectively with internal and external customers in person, over the phone and in writing to resolve issues and obtain information
• Dependable with follow-through mindset
• Comfortable asking questions and seeking clarity
• Demonstrate good judgment in resolving routine issues
• Initiative in identifying and solving problems
• CPA / CPA eligible a plus

Tech Stack

• ERP

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Professional development opportunities