Accountant - Client Services
4 weeks ago
We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.
Responsibilities:
· Serves as primary contact with Client; manages day-to-day operations with team members
· Reviews and maintains accounting checklists
· Provides financial information to management by researching and analyzing accounting data; preparing
· reports
· Looks for opportunities to improve client accounting processes; inclusive of software automation
· Prepares asset, liability, and capital account entries by compiling and analyzing account information
· Documents financial transactions by entering account information
· Recommends financial actions by analyzing accounting options
· Summarizes current financial status by collecting information; preparing balance sheet, profit and loss
· statement, and other reports
· Substantiates financial transactions by auditing documents
· Maintains accounting controls by preparing and recommending policies and procedures
· Reconciles financial discrepancies by collecting and analyzing account information
· Secures financial information by completing database backups
· Maintains financial security by following internal controls
· Prepares payments by verifying documentation, and requesting disbursements
· Answers accounting procedure questions by researching and interpreting accounting policy and regulations
· Complies with federal, state, and local financial legal requirements by studying existing and new legislation,
· enforcing adherence to requirements, and advising management on needed actions
· Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
· Maintains customer confidence and protects operations by keeping financial information confidential
Requirements/Experience:
· 3+ years full-cycle accounting experience
· Non-profit entity experience preferred
· Demonstrated ability of servicing clients
· Microsoft Dynamics SL experience preferred
· QuickBooks experience required
· Sage, Great Plains, and/or SAGE experience preferred
· Accounting degree preferred
· Strong ability to review financials
· Inventory/Manufacturing experience a plus
· Excellent written and verbal communications skills
· Technically savvy, able to learn new software; software integration experience strongly preferred
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