Compile and present financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings, such as 1099s
Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting
Conduct GL account reconciliations and analysis
Oversee and manage accounts receivable, payable, and payroll operations
Record, categorize, and reconcile client bank and credit card statements
Manage and monitor cash receipts and commission schedules
Prepare and review complex client statements and reports for higher-level scrutiny
Prepare client meeting packages
Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary
Deliver exceptional client service by meeting quality standards and deadlines
Maintain effective communication and relationships with managers, clients, agents, and attorneys
Support associates and new hires in understanding client-related processes and accounting matters
Engage in ad hoc projects as required

Associate or Bachelor’s degree in accounting is highly preferred
5+ years of experience in accounting and bookkeeping for corporate and high-profile clients
Prior experience in a senior or supervisory role
Strong knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, financial statements and supporting lead schedules
Proficiency in the preparation and review of financial statements
Understanding of royalty payments
Experience with AgilLink is highly preferred
Strong knowledge of MS Office applications, including Outlook and Excel
Strong attention to detail, ability to follow instructions, effective communication, and ability to work in a team environment
Self-motivated and ability to work independently with minimal supervision
Ability to effectively address inquiries, resolve issues, and build positive relationships with clients
Effective time management skills with proven ability to consistently meet deadlines and prioritize multiple projects while maintaining clear communication
Ability to lead new team members
Availability for overtime as needed

Account Supervisor

Key skills