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Job Title:

Senior Accountant

Department:

Bookkeeping

Reports To:

Julianne Autry

FLSA Status (Exempt/Salaried or Non-

Exempt/Hourly)

Hourly, 20 – 40 hours a week

 

Position Summary  

This position will perform weekly tasks to close out the books for a set number of different clients ensuring deadlines are met and the books are accurate.  Other duties include interacting with clients by phone, email and video calls and problem solving of accounting and quickbooks issues in a timely manner as they arise. 

 

Essential Duties & Responsibilities  

  • Maintain several client accounts and deliver on the following - o Accounts Receivable Management:

▪   Direct the regular preparation and delivery of invoices. Manage the receivables collection process and administer customer contracts. Maintain active tracking of receivables with communication to management.

  • Accounts Payable Management:
    • Manage paperwork associated with vendor billings and payments. Administer subcontractor contracts and ensure timely payments for services. Oversee the arrangements with suppliers, vendors, and service providers and ensure timely payments. Oversee company loans, leases, and credit cards, and ensure proper and timely payments.
  • Payroll and Benefits Administration:
    • Direct the collection and processing of time and expense reports. Coordinate payroll processing with outside payroll processing provider. Track and administer company's vacation and time off policies. Manage the company's health and dental insurance program. Administer state and federal regulatory reporting and maintain employee records.
  • Month-end Close/Reporting:
    • Reconcile cash and other balance sheet accounts. Update supporting schedules and prepare and post journal entries. Prepare financial statements and management reporting. Meet all weekly and monthly deadlines set.
  • Communication/Deadlines:
    • Communicate in Slack, by phone or video meeting on client open items to resolve issues. Ability to resolve accounting and quickbooks issues in a timely manner using your expertise in accounting knowledge and quickbooks experience.
    • Communicate with the clients’ CPA on any tax issues that come up during the year.
  • Team Interaction:
    • Be proactive, be a resource, and train other team members on accounting and or quickbooks issues when they arise.
    • Schedule and train new team members regarding company process and procedures including being a resource to assist new team members in delivering accurate deliverable to clients.
  • Client Interaction and Problem Solving:
    • Answer e-mails and phone calls from clients who have questions about their accounting and/or reports. Meet with clients by phone or web meeting to go over process updates or open items. Check e-mail and slack regularly and fill requests for reports or information during the day as needed. Must be available to respond to urgent requests from clients that need to be handled during central time working hours.  Be proactive on offering our tech stack of apps that can help with the back-office efficiency of our clients.
  • Report to Manager:
    • Meet with manager on a weekly basis by video call. Report deliverables status on client deadlines, work tasks, and scope creep issues.
  • Sales Tax submission:
    • Prepare sales tax returns and submit online for clients with their approval.
  • 1099s:
    • Prepare 1099s for clients at year end.

 

Qualifications

 

        •     SKILLS

  • Excellent communication skills o Great attention to detail
  • Problem Solving and Conflict Management Skills o Knowledge of Intuit Accounting Software and other apps o Knowledge of Financial Analysis o Works well in a team
  • Works well independently

 

        •    EXPERIENCE 

  • CPA Firm Experience
  • 5+ Years QuickBooks Online Job Experience

 

        •    EDUCATION 

o Bachelor's Degree, accounting, business, or related certification o QuickBooks Online Certified

 

  • TECHNICAL SKILLS o QuickBooks Online Certified

 

Competencies   

 

Job Knowledge/Technical Knowledge:  Demonstrates a sound working knowledge of current role and the technical systems, applications and equipment used in performing this role, and understands the impact this role has on other business functions within the organization.

Communication:  The ability to write and speak effectively using appropriate convention based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.  

Organization:  Uses time efficiently by prioritizing and planning work activities.

Integrity and Respect:  Demonstrates upmost level of integrity in all instances and shows respect towards others and towards company principles. 

Judgment:  Demonstrates ability to make independent and sound decisions in all situations.  Teamwork:  Shares key information with others involved in a project or effort, works in harmony to accomplish objectives, responds with enthusiasm to directives, and shows support for departmental and organizational decisions. 

Quality:  Sets high standards and measures of excellence to ensure quality assurance in every aspect of work performed.

Accountability:  Takes personal responsibility and ownership for adhering to all company policies and procedures while also completing work timely and in accordance with performance expectations. Customer Service:  The ability to demonstrate a series of activities designed to enhance the level of customer satisfaction. 

Interpersonal Communication:  Writes and speaks effectively based on the psychological, relational, situation, environmental and cultural dynamics within the situation. 

Manages Change:  Demonstrates effectiveness and flexibility with changing environments, responsibilities, tasks, and people.

Attention to Detail:  Follows detailed procedures to ensure accuracy in the entry and reporting of data.

Problem Solving:  Identifies and resolves issues timely by gathering and analyzing information skillfully.

 

Physical Demand  

  • Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner.
  • Manual dexterity sufficient to reach/handle items and work with the fingers.
  • Close vision (clear vision at 20 inches or less); distance vision. (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors)

 

Work Environment  

  • This position is a remote, virtual position requiring 
  • Adequate space to work at a computer
  • WI-FI connection
  • Ability to communicate via phone and virtual web meetings

 

Work Hours/Schedule

The work schedule is 8am – 5pm central standard time.  Arrangements can be made outside of this schedule to account for different time zones if needed but the candidate must be available during central time hours.

 

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Financial Foothold other work duties not specifically listed herein. Management reserves the right to modify, defer or rescind this position description at any time, with or without prior notice.