Staff Accountant

About the role

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. As a Staff Accountant on the Accounting team, you’ll be responsible for analyzing and recording financial transactions and completing financial controls such as balance sheet reconciliations and month-over-month variance explanations. We are looking for a team player who is detail oriented with strong analytical and interpersonal skills to help us maintain timely and accurate financials. If you are an experienced professional with a positive attitude and strong aptitude for financial systems, this may be the opportunity for you.

Responsibilities

• Perform month-end close process for revenue and related assigned areas to ensure they are recorded accurately, timely, and in accordance with internal policies
• Support the monthly & quarterly close processes for revenue, accounts receivable, & unbilled AR
• Prepare journal entries, reconciliations, and flux analysis
• Ensure accurate and timely monthly/quarterly close
• Continuously improve and refine existing processes and procedures to increase efficiency and accuracy of team deliverables
• Ensure compliance of financial reporting, internal controls, and maintain proper SOX documentations
• Provide various schedules, analysis, and variance trend analysis as required
• Perform ad-hoc/special projects as required

Requirements

• Bachelor’s degree in accounting, finance, or related field required
• CPA or candidate preferred
• 2+ years of accounting work experience

Qualifications

• Proficiency in Microsoft Office, especially Excel
• Strong analytical and problem-solving skills
• Strong written and verbal communication skills
• Ability to maintain confidentiality in handling sensitive information
• Analytical skills including ability to review large amounts of data
• Understanding of revenue cycle systems and operations
• Exceptional organization and time-management skills
• Experience in, or exposure to, subsystems such as Oracle, NetSuite, Microsoft Dynamics
• Must be comfortable independently evaluating a situation, exercising judgment, and independently making decisions

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions

Pay

Pay Range: $60,700 USD - $81,000 USD