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1. Full-Cycle Client Management
- Serve as the main point of contact for an assigned portfolio of clients.
- Oversee the end-to-end accounting cycle including day-to-day bookkeeping, monthly closings, year-end financial statements, and compliance deadlines.
- Ensure timely delivery of accurate financial information to clients in accordance with relevant accounting standards and deadlines.
2. Financial Reporting & Analysis
- Prepare monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow) in accordance with GAAP or applicable frameworks.
- Perform variance analysis and trend identification to support advisory insights.
- Deliver executive summaries to clients, highlighting financial health, key performance indicators (KPIs), and areas for improvement.
3. Account Reconciliation & Integrity
- Perform bank and credit card reconciliations with accuracy and timeliness.
- Reconcile balance sheet accounts, including intercompany transactions and accruals.
- Identify discrepancies, investigate root causes, and propose corrective actions.
4. Process Optimization & Advisory
- Evaluate and propose improvements to client accounting processes, internal controls, and technology tools (e.g., automation, ERP systems).
- Provide clients with strategic insights and guidance to streamline operations and improve financial visibility.
- Assist in implementing accounting best practices tailored to the client’s business needs.
5. Intercompany & Consolidation
- Manage intercompany reconciliations and ensure eliminations are properly accounted for.
- Support or lead consolidation processes for clients with multi-entity structures, including foreign subsidiaries when applicable.
6. Tax & Compliance Support
- Collaborate with the tax team by providing accurate trial balances, schedules, and documentation required for tax returns.
- Ensure compliance with federal, state, and local filing requirements by maintaining accurate and up-to-date records.
7. Team Facilitator
- Support, coach, and review the work of junior accountants and interns.
- Provide technical guidance, conduct quality control reviews, and promote a learning culture within the team.
- Help onboard new team members and ensure adherence to internal accounting procedures.
8. Client Relationship Management
- Build strong, long-term relationships with clients by offering proactive support and clear communication.
- Participate in client calls and meetings to address accounting questions and provide financial insights.
- Understand each client’s business model to offer relevant and customized advisory services.
- Bachelor’s degree or higher in Accounting or Finance.
- 3 to 5 years of experience working in a public accounting firm.
- Technical accounting expertise in bookkeeping, journal entries, bank reconciliations, and financial close procedures.
- Strong financial reporting skills across monthly, quarterly, and annual periods.
- Familiarity with U.S. accounting principles and practices (US GAAP) is considered a strong asset.
- Analytical thinking to detect and resolve financial discrepancies.
- Problem-solving mindset with the ability to recommend process enhancements.
- Familiarity with intercompany reconciliation and multi-entity accounting.
- Experience in financial consolidation and reporting.
- Team leadership and mentoring capabilities.
- Precision and attention to detail in all tasks.
- Effective multitasking while delivering high-quality outputs.
- Strong time management to meet multiple deadlines.
- Excellent verbal and written communication skills to convey complex accounting concepts.
- Health Insurance paid 100% with HSA and FSA available.
- 401(k) plan with a 100% match up to 6% after 3 months.
- Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken).
- Transportation program (Commuter Benefits, Citi Bike membership offered).
- Work from home friendly.
- At the offices you will have breakfast in the morning, snacks in the afternoon
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