About this role
Role Overview
- Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
- Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
- Knowledgeable on complex accounting issues and treatment, proficient in accounting research
- Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
- Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
- Maintain deep understanding of the accounting operations within each assigned client
- Proficient knowledge of the clients accounting software packages
- Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
- Lead the engagement team in preparation for clients audits as the main contact with external auditors
- Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
- Recommend, design, and implement any necessary policy controls and procedures.
- Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
- Train, coach and mentor staff accountants
- Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
- Assist in growth, development and training of staff
Requirements
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs