Senior Financial Analyst

4 days ago


Annapolis, Maryland, United States Jobot Full time
Client Accounting Advisory Senior (Hybrid)

We are a regional CPA firm seeking a highly motivated and experienced Accountant specializing in Client Bookkeeping to join our dynamic finance team. This is a hybrid role, offering the flexibility of working from home with occasional visits to the office.

Key Responsibilities:
  • Manage the financial health of our clients, ensuring accuracy and compliance with current accounting standards.
  • Perform daily bookkeeping duties, including recording transactions, maintaining financial records, and managing accounts payable and accounts receivable.
  • Utilize accounting software such as Sage and QuickBooks to manage financial data and processes.
  • Ensure compliance with GAAP accounting principles and practices in all tasks.
  • Prepare and process payroll, ensuring accuracy and timely distribution.
  • Calculate, prepare, and submit sales tax returns in a timely and accurate manner.
  • Conduct monthly, quarterly, and annual reconciliations of all accounts to ensure their accuracy.
  • Prepare financial reports for clients, providing insights and recommendations based on financial analysis.
  • Assist in the development and implementation of accounting policies and procedures to improve efficiency and effectiveness.
  • Liaise with clients to address any financial inquiries, issues, or discrepancies.
  • Collaborate with the finance team on budget preparation and financial planning.
Requirements:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Minimum of 5 years of experience in accounting or bookkeeping, preferably in a client-facing role.
  • Proficiency in using accounting software such as Sage and QuickBooks.
  • Solid understanding of GAAP accounting principles and practices.
  • Experience in managing accounts payable, accounts receivable, payroll, and sales tax.
  • Strong skills in financial analysis and reporting.
  • Excellent attention to detail and accuracy in performing financial tasks.

This is an excellent opportunity to enhance your skills, work with a variety of clients, and make a significant impact on their financial health.



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