Sr. Staff Accountant
1 week ago
Staff Accountant II (SAII)
Job Description
Job Description - Essential Functions/Core
At Plumb, our Staff Accountant II's are resourceful problem solvers and proactive, process-oriented professionals who thrive on providing continued full-cycle accounting to multiple clients. SAIIs are inquisitive and detail-oriented: they make sure the details never fall through the cracks and have a genuine interest in understanding how the accounts payable function impacts a client's overall financial portfolio. Specific examples of a typical day/week are as follows:
- Client Service: Understand diverse client portfolios and own the process of their deliverables, timelines, accounts, processes, procedures, and client communication styles:
- Provide continuous full-cycle accounting to multiple clients, ensuring that complex issues are resolved, and that all client expectations are managed and exceeded with a high degree of efficiency and effectiveness.
- Perform transactional accounting, with general bookkeeping responsibilities that includes managing AP, AR, and payroll. Manage full scope of vendors.
- Maintain client confidentiality and keep all client information organized and up to date.
- Strive to go beyond the numbers and provide clarity in context and actionable solutions to client reports. Maintain financial charts and graphs.
- Complete monthly financial statement as well as bank, credit card and brokerage reconciliations. Update and maintain Plumb 7-Step files.
- Provide excellent client service through professional written and verbal communication.
- Team Mentality - Embrace a Plumb mindset in completing assigned tasks, understanding the team's priorities, and contributing to the completion of set goals and deadlines.
- Prioritize workload, keeping utilization metrics consistent with set goals.
- Set SMART goals for individual needs to ensure professional growth and success within our Plumb community. Be proactive and responsive to workload.
- Develop and foster positive, respectful relationships with clients, advisors, and team members.
- Demonstrates a willingness to learn new methods, procedures, and techniques that embrace change.
SAIIs are experts at balancing their workload and tight deadlines. SAIIs analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:
- Self-Driven, Self-Disciplined, and Self-Motivated - Understand how to prioritize your workload, be able and willing to shift gears, find solutions to challenges, and complete all projects and tasks in a timely manner. Within the first 6 months, take ownership of a minimum of 10+ client relationships at one time while being highly utilized. Prepare initial notes for manager to analyze financial statements and mentor SAI's to complete tasks.
- Manage Expectations- Be able to customize the client experience to meet their specific goals and needs. Manage expectations through proactive communication, detailed task management, task completion and financial analysis, and problem solving.
- Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Embrace Plumb Principles and be committed to continuous learning and improvement.
The following software systems are used frequently, and extensive experience is preferred:
- QuickBooks Desktop
- QuickBooks Online
- Sage Intacct
- NetSuite
- Sage 50/100/300
We are looking for a candidate who can handle the task of providing excellent client service while also providing detailed, accurate reports and documents. Here are the primary skillsets and characteristics a successful candidate will possess:
- Bachelor's Degree in Accounting or Finance preferred.
- Minimum 3 years of accounting or finance experience and 1 year of customer service experience.
- Organized, detail-oriented, and an effective time manager.
- Very good communication skills (written and verbal) and presentation skills.
- Experience working independently and tracking time.
- Diverse Accounting Industry experience preferred, including: complex journal entries, 1099 preparation, bank reconciliations, brokerage reconciliations, financial reporting and analysis, annual tax organizer, etc.
- Accounting experience in the following industries: E-commerce, construction, real estate, manufacturing, and/or distribution.
- Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.
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