This is a remote position.
Schedule:
Responsibilities:
Financial Reporting & General Ledger Management
Prepare periodic financial statements, including month-end and year-end close processes, with supporting work papers.
Maintain accurate and GAAP-compliant general ledger accounts, ensuring timely reconciliations and journal entries.
Review and analyze financial reports to ensure consistency, accuracy, and compliance.
Advanced Financial Analysis
Develop and analyze financial models, forecasts, and projections to support strategic decision-making.
Identify financial trends, risks, and opportunities, offering actionable insights to leadership and clients.
Create and maintain KPIs, dashboards, and variance analyses tailored to client needs, leveraging Google Sheets and AI tools.
Client Advisory & Process Improvement
Act as a trusted advisor to clients, delivering high-quality outsourced accounting services.
Collaborate with leadership teams to align accounting practices with business goals, optimizing cash flow, budgets, and resources.
Evaluate current workflows and implement automated solutions using AI tools and advanced Excel/Google Sheets capabilities.
Technology Integration & Optimization
Lead the integration of accounting systems, ensuring scalability and efficiency for growing SMBs.
Optimize financial processes by implementing automation tools to streamline data entry, reporting, and analysis.
Maintain and enhance financial systems to provide real-time visibility into financial health.
Strategic Partnering & Compliance
Support strategic initiatives such as cost optimization, resource allocation, and financial planning.
Ensure compliance with financial regulations and reporting standards, including GAAP.
Assist in the preparation and documentation of audit-ready financial statements when required.
Requirements:
Education & Certification:
Bachelor’s degree in Accounting, Finance, or a related field.
Certified Public Accountant (CPA) required.
Experience:
Minimum of 5 years of consecutive public accounting experience.
Proven track record of supporting SMBs, with expertise in financial reporting and analysis.
Technical Skills:
Advanced proficiency in Google Sheets and Excel, including automation and data analysis tools (e.g., pivot tables, macros).
Strong knowledge of accounting systems (e.g., QuickBooks, NetSuite, or similar).
Experience leveraging AI tools to streamline financial processes and improve decision-making.
Soft Skills:
Exceptional attention to detail and problem-solving abilities.
Strong communication skills, capable of simplifying complex financial data for diverse stakeholders.
Ability to manage multiple engagements and prioritize effectively in a fast-paced environment.
Competitive salary.
Eligibility for profit-sharing and bonus plans.
PTO - Unlimited (not to exceed seven consecutive workdays without prior written approval).
Opportunities for professional growth and development.
A supportive and inclusive work environment.
The chance to make a meaningful impact on the financial health and strategic growth of our clients.
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