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Staff Accountant

2 months ago

Urbandale, United States Penn Foster Inc Full time

OVERVIEW BerganKDV recently joined Creative Planning, one of the nation’s top independent wealth management and investment advisory firms, also providing a comprehensive suite of consulting, tax and advisory services for business and institutions. This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences. JOB SUMMARY The Financial Accounting & Advisory (FAAST) Staff Accountant will compile and provide timely and accurate financial data to assist in preparing client financial statements. The FAAST Staff Accountant will work in a variety of industries including retail, professional services, restaurant, construction, and non-for-profit. We seek a candidate eager to advance their relationship skills to work with mid-market companies and their owners. JOB DUTIES Code banking and credit card transactions Complete bank and credit card reconciliations Record payroll journal entries Process accounts payable Process account receivable Basic knowledge and continued education of payroll rules and taxability Develop direct client contact for the purpose of retrieving and communicating specific information Familiarity with applicable accounting programs REQUIRED EXPERIENCE / QUALIFICATIONS Associate degree in accounting 0-3 years relevant experience Proficient with Microsoft Office and Accounting software. With guidance and feedback from more senior employees, seeks to limit rework by producing quality deliverables on the first attempt, avoiding negligent errors Organizes work to be easily interpreted by a reviewer or client Sets priorities according to external deadlines and project criticality; knows when to raise priority setting conflicts to management Leads by example, guided by the firm’s core values Works well in a team environment Exerts extra effort when necessary to hit deadlines Self-motivated, meets weekly/engagement hours expectations Excellent verbal and written communication skills Ability to intake complex thoughts, synthesize them into clear, concise language then present with a cohesive narrative References and documents work

TECHNICAL SKILLS MS Office /Windows experience particularly financial modelling and data management in Excel Strong analytical and problem-solving abilities Excellent written and verbal communication skills

EXPLORE THE WORKPLACE OF THE FUTURE Together, we are building the nation’s preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses. Our values drive our decisions, and our passion is putting our clients at the center of everything we do.

Creative Planning Differentiators: Day One Benefits Enrollment Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards BENEFITS THAT GO BEYOND We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.

Creative Planning is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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