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Lead Financial Accountant
2 months ago
Position Overview:
Are you prepared to embrace a pivotal role where you will act as a fractional controller, championing financial excellence and delivering advisory services to clients?
As a Senior Accounting Professional, you will be instrumental in guaranteeing the precise and prompt execution of client engagements, functioning as a vital part of our clients' financial operations. You will oversee a range of accounting responsibilities while providing financial and strategic counsel at the controller level. Your proficiency in accounting principles, technological applications, business operations, and client relations will be key to the team's success and the provision of superior accounting services to our clientele. Our varied client portfolio spans industries such as healthcare, technology, manufacturing, and real estate.
Key Responsibilities:
Accounting Services:
- Ensure the accurate and timely completion of accounting tasks typically associated with a monthly financial close, including the preparation of financial statements.
- Analyze financial data to confirm accuracy, deliver actionable insights, and ensure compliance with accounting standards and client-specific requirements.
- Assist in budgeting and forecasting initiatives.
Client Communication and Support:
- Utilize data analytics tools to derive insights and facilitate informed financial decisions.
- Act as the primary contact for clients, fostering and maintaining robust relationships grounded in trust and professionalism.
- Address client inquiries, provide guidance, and ensure overall client satisfaction.
Process Improvement and Compliance:
- Continuously assess and enhance accounting processes, identifying opportunities for greater efficiency and effectiveness.
- Stay informed about emerging accounting technologies and trends to propose innovative solutions for business growth and optimization.
- Support external audits by providing necessary documentation and addressing audit findings.
- Establish and uphold strong internal controls to protect client assets and ensure data integrity.
Qualifications:
Required Education and Experience:
- Bachelor's Degree in Accounting or equivalent experience.
- Previous accounting experience in public accounting, corporate, or private sectors.
- Intermediate to expert proficiency in platforms such as Sage Intacct, QuickBooks Online, and Microsoft Office.
Preferred Education and Experience:
- CPA license is advantageous but not mandatory.
- Ability to prioritize tasks and thrive in a fast-paced environment.
- Exceptional written and verbal communication skills.
- Capability to leverage technology to ensure efficient and effective processes.