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Accounting & Financial Operations Consultant
2 months ago
Accounting & Financial Operations Consultant
- Strong work culture with dedicated days for employee activities
- Hybrid work schedule.
- 3 weeks PTO.
- Growth opportunities.
- This organization is heavily engaged in the community.
- Teamwork is highly emphasized within the group.
- 401k 4% match.
- Bonus potential
Responsibilities of Accounting & Financial Operations Consultant:
- Perform comprehensive accounting activities to maintain a complete and accurate general ledger.
- Facilitate the monthly & annual accounting close process by completing all assigned closing tasks timely and accurately, including the preparation of a wide array of journal entries.
- Process various types of accounts payable transactions timely and accurately, including tracking of vendor invoices into our internal accounting system.
- Facilitate the monthly commissions and producer bonus processes, ensuring accuracy & transparency. Also produce annual 1099 statements to advisors & brokers for commissions.
- Prepare account reconciliations for all balance sheet accounts, including all active bank accounts.
- Assist with internal and external audit activities, ensuring the integrity of financial statements.
- Assist with monthly expense reporting at department level, and the annual budget process.
- Contribute and sometimes lead data analysis activities to support business decision-making, including data gathering and preparation for management on emerging topics/issues.
- Effectively communicate (verbal & written) with customers, managers, and vendors.
- Ensure there is standard work and procedures documented/updated for all key accounting and financial operations activities/tasks, maintained in an accessible location.
- Assist in ad-hoc daily finance support tasks as directed by the Controller based on business needs.
- Liaise with CFO & accounting team to improve financial procedures and utilization of system tools.
Preferred Experience of Accounting & Financial Operations Consultant:
- Bachelor's degree in Accounting is strongly preferred.
- Minimum of 4 years of experience in accounting and financial operations.
- Basic understanding of accounting systems (Oracle NetSuite a plus) and accounting theory.
- Experience with the NetSuite platform is a plus.
- Previous experience with financial control assessments and structures.
- Strong analytical skill set.
- Ability to multi-task, and willingness to work in a fast-paced environment.
- Good organizational & communication skills. Communicate effectively with senior management.
- Team player - collaboration and business partnering skills are a MUST
- Strong Excel skills required with the ability to analyze large amount of data, including use of Excel tools like Pivot Tables and advanced formulas and functions (VLOOKUP, etc.).
- Effective problem-solving skills, including root-cause analysis tools & techniques.
- Strong customer orientation (internal & external) and ability to adapt to feedback.
- Ability to embrace and adapt feedback.
This role is looking for a blend of accounting/analysis experience and is offering $75,000 to $85,000, depending on experience*
