Current jobs related to Lead Financial Accountant - Mountain View, California - Creative Financial Staffing

  • Lead Financial Analyst

    2 weeks ago

    Mountain View, California, United States Vaco Full time

    Lead Financial AnalystVaco is seeking a highly skilled Lead Financial Analyst to join their team. This role involves partnering with organizations across the Small Business Self-Employed Group, providing financial insights and analysis.Key Responsibilities:Partner with leadership teams to refine strategic plans and identify risks and opportunities related to...

  • Senior Financial Professional

    4 weeks ago

    Mountain View, California, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionAs a Senior Accountant at Creative Financial Staffing, you will be responsible for delivering high-quality financial services to our clients. This includes preparing and reviewing financial statements, managing client cash accounts, and ensuring accurate and timely processing of bills and disbursements.Key...

  • Financial Analyst Lead

    4 weeks ago

    Mountain View, California, United States Vaco Full time

    Lead Financial AnalystVaco is seeking a highly skilled Lead Financial Analyst to join their team. This role involves partnering with organizations across the Small Business Self-Employed Group, providing financial insights and analysis. The position can be performed either remotely or in office.Key Responsibilities:Partner with leadership to refine strategic...

  • Senior Tax Accountant

    7 days ago

    Mountain View, California, United States Creative Financial Staffing Full time

    As a Senior Tax Accountant at Creative Financial Staffing, you will be responsible for preparing and completing work papers and client tax returns. Your expertise in tax compliance and financial analysis will be essential in delivering timely and quality work products that meet or exceed internal and external client expectations.Key ResponsibilitiesPrepare...

  • Senior Tax Accountant

    7 days ago

    Mountain View, California, United States Creative Financial Staffing Full time

    Tax Senior Accountant Job DescriptionAs a Tax Senior Accountant at Creative Financial Staffing, you will be responsible for the preparation and completion of work papers and client tax returns. Your key dimensions will include preparing all tax deliverables through assignment of returns and related filings, providing detailed focus on assigned projects, and...

  • Head of Accounting

    2 weeks ago

    Mountain View, California, United States Lightmatter Full time

    Job Title: Head of AccountingLightmatter is a leading innovator in AI data center infrastructure, driving human progress through cutting-edge technology. As the company accelerates product development and volume deployment, we seek a seasoned Head of Accounting to lead our financial operations.About the RoleThe Head of Accounting will be responsible for...

  • Chief Financial Officer

    4 weeks ago

    Mountain View, California, United States EPIP Full time

    Job Title: Executive Vice President, FinanceSVCF is seeking an experienced Executive Vice President, Finance to join our team. As a key member of the executive leadership team, you will be responsible for leading the finance and accounting functions of the organization.Key Responsibilities:Develop and implement financial strategies to support the...

  • Financial Operations Manager

    3 weeks ago

    Mountain View, California, United States Race Telecommunications LLC Full time

    Job Title: General Accounting ManagerJob Summary:The General Accounting Manager is responsible for overseeing the general accounting functions of Race Communications, ensuring accurate financial reporting, and assisting in month-end and year-end closing processes. This role requires a strong understanding of accounting principles and regulations, excellent...

  • Senior Financial Analyst

    2 weeks ago

    Mountain View, California, United States Intrinsic Full time

    Financial Planning and Analysis SpecialistIntrinsic is a cutting-edge robotics company that aims to revolutionize the industrial robotics space. Our team is passionate about leveraging AI, perception, and simulation to create intelligent, accessible, and usable robotics solutions for businesses and entrepreneurs.Role OverviewWe are seeking a highly...

  • Chief Accounting Officer

    1 month ago

    Mountain View, California, United States Lightmatter Full time

    Accounting and Financial Operations LeaderLightmatter is a pioneering company in AI data center infrastructure, driving human progress through innovation. As a key player in the industry, we're seeking an exceptional Accounting and Financial Operations Leader to join our team.The ideal candidate will have a strong background in accounting and financial...

  • Financial Manager

    4 weeks ago

    Mountain View, California, United States Compass Group Careers Full time

    Job Title: Controller/Financial ManagerWe are seeking a highly skilled and experienced Controller/Financial Manager to join our team at Compass Group Careers. As a key member of our financial leadership team, you will be responsible for overseeing all accounting and control functions for our Compass Group account at Google.Key Responsibilities:Manage and...

  • Financial Analyst

    4 weeks ago

    Mountain View, California, United States Vaco Full time

    Senior Fund AccountantVaco is seeking a highly skilled Senior Fund Accountant to join our team in the South Bay Area. As a key member of our finance team, you will be responsible for preparing and reviewing financial statements, close reporting packages, investment accounting, impairment analysis, reconciliations, and journal entries.Key...

  • Financial Analyst

    3 weeks ago

    Mountain View, California, United States Vaco Full time

    Senior Fund AccountantVaco is seeking a highly skilled Senior Fund Accountant to join our team in the South Bay Area. As a key member of our finance team, you will be responsible for preparing and reviewing financial statements, close reporting packages, investment accounting, impairment analysis, reconciliations, and journal entries.Key...

  • Client Accounting Supervisor

    2 weeks ago

    Mountain View, California, United States Fenwick & West Full time

    Job Description Summary:The Client Accounting Supervisor is a key position that involves hands-on portfolio management, supervising assigned staff, and working within a team-oriented environment. This role requires strong leadership skills, with a focus on providing guidance, coaching, and resources to the client accounting team. The ideal candidate will...

  • Account Executive

    4 weeks ago

    Mountain View, California, United States Docyt Full time

    About DocytDocyt is a FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions....

  • Financial Operations Specialist

    4 weeks ago

    Mountain View, California, United States Way Forward Consulting Full time

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Way Forward Consulting. As a Financial Analyst, you will play a critical role in analyzing and communicating financial information to clients.Key Responsibilities:Analyze financial information to produce forecasts of business, industry, and economic...

  • Accounting Manager

    2 weeks ago

    Mountain View, California, United States Silicon Beach Recruiter Full time

    Job OpportunityWe are seeking a highly skilled Accounting/Office Manager to join our team at Silicon Beach Recruiter. As a key member of our organization, you will play a critical role in ensuring accurate and timely financial reporting, supporting job cost accounting, and managing key accounting functions.Key Responsibilities:Financial Reporting: Prepare...

  • Accounts Payable Clerk

    3 days ago

    Mountain View, California, United States Staffing Solutions Enterprises Full time

    Job Title: Accounts Payable AdministratorJob Summary: We are seeking an experienced Accounts Payable Administrator to join our team at Staffing Solutions Enterprises. The successful candidate will be responsible for managing all aspects of accounts payable, including invoice processing, vendor management, and financial reporting.Key Responsibilities:Process...

  • Financial Operations Specialist

    2 weeks ago

    Mountain View, California, United States WorldLink Full time

    Job Title: Financial Operations SpecialistWorldLink is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will be responsible for managing financial operations, ensuring accurate and timely revenue reporting, and collaborating with internal teams to resolve billing discrepancies.Key...

  • Financial Analyst

    4 weeks ago

    Mountain View, California, United States Catapult Solutions Group Full time

    Job Title: Financial AnalystWe are seeking a highly skilled Financial Analyst to join our team at Catapult Solutions Group. As a Financial Analyst, you will play a key role in supporting our corporate finance functions, including financial planning, analysis, and modeling.Key Responsibilities:Develop and maintain complex financial models to support strategic...

Lead Financial Accountant

2 months ago

Mountain View, California, United States Creative Financial Staffing Full time

Position Overview

The Senior Accountant plays a crucial role in managing the financial deliverables for clients, including quarterly financial reports, monthly cash flow management, and daily disbursement activities. This position also involves mentoring junior accountants and engaging directly with clients to facilitate billing processes and account setups.



Key Responsibilities
  • Serve as the main point of contact and relationship manager for clients, their families, and external service providers.
  • Timely and accurately deliver monthly and quarterly financial statements to clients and/or client service teams.
  • Prepare detailed Excel analyses of client financial data, including broker assessments and investment history.
  • Utilize accounting software to generate cash reports for clients and internal reviews of disbursements.
  • Identify potential leads for cross-selling opportunities and address client asset protection concerns.
  • Efficiently download data from brokerage, banking, and credit card accounts into the General Ledger System.
  • Review client disbursements for accuracy in payment and coding.
  • Conduct monthly account and bank reconciliations, ensuring the accuracy of financial records.
  • Assist in the responsibilities of junior accountants when necessary.
  • Engage in special projects as required.
  • Collaborate with the tax department to provide necessary information.

Accountabilities

  • Maintain precise financial records for both personal and business activities of clients, ensuring timely processing of bills using the designated accounting software.
  • Oversee client cash accounts, ensuring adequate funds are available for anticipated and extraordinary expenses.
  • Safeguard the confidentiality of client records and files, managing sensitive access codes for financial accounts discreetly.
  • Provide coaching and mentorship to junior staff, serving as a knowledgeable resource for accounting practices and communication techniques.
  • Ensure accurate and timely processing of personal bills for high-net-worth clients, including routine and special expenditures.
  • Process deposits promptly to maintain financial integrity.


Qualifications
  • Bachelor's degree in accounting, finance, or a related discipline is preferred.
  • 4-6 years of accounting experience, ideally with individual accounting, small businesses, or consolidated financial reporting.

Skills Required

  • Exceptional verbal and written communication abilities.
  • Capability to manage multiple tasks in a fast-paced environment with stringent deadlines.
  • Strong organizational, time management, and customer service skills; detail-oriented and a team player.
  • Proficiency in Microsoft Word and Excel.