Financial Accountant, Lead

Compensation: Up to $85K.

About the role

Our client, located just north of Charlotte, is seeking an Accounting and Finance Manager to oversee accounting operations, ensure financial compliance, and serve as a strategic financial partner to company leadership.

Responsibilities

• Oversee day-to-day accounting operations, ensuring accurate and timely processing of accounts payable, accounts receivable, payroll, and other core accounting activities.
• Manage payroll processes and maintain accurate employee compensation records within the payroll system.
• Lead the month-end and year-end close processes, including account reconciliations, journal entries, general ledger maintenance, and financial reporting accuracy.
• Partner with external CPAs and tax advisors to coordinate timely and accurate preparation of federal, state, and local tax filings.
• Ensure compliance with applicable financial regulations, internal controls, and company policies.
• Serve as the primary contact for external financial, insurance, and compliance audits.
• Prepare and analyze monthly financial statements, including Profit & Loss statements, Balance Sheets, and Cash Flow reports.
• Perform budget-to-actual analysis, identify trends, and provide insights into business performance and financial health.
• Develop and communicate key financial metrics to support informed decision-making by company leadership.
• Act as a strategic financial partner and trusted advisor to the CEO/Owner, providing data-driven recommendations to improve profitability, optimize costs, support fair compensation decisions, and identify opportunities for business growth.
• Translate financial data into actionable insights that help guide operational and strategic decisions.
• Lead 2-3 direct reports.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of progressive experience blending accounting and FP&A in a small-to-medium size business.
• Proficiency in QuickBooks Online and advanced Microsoft Excel.
• High attention to detail for accounting tasks combined with big-picture strategic thinking for finance.

Candidates must be authorized to work in the United States. Non-local candidates should note that local applicants may be prioritized due to relocation considerations.