Staff Accountant

Position Summary

The Corporate Staff Accountant supports the organization's accounting and financial reporting functions by maintaining accurate financial records, preparing journal entries, reconciling accounts, and assisting with close processes.

Essential Tasks

• Prepare and post journal entries
• Ensure all close activities are completed within the established close calendar and escalate obstacles proactively
• Prepare, own, and maintain monthly reconciliations for a broad portfolio of balance sheet accounts
• Investigate and resolve all reconciling items within established timeframes; document root causes and remediation steps for every variance identified
• Utilize FloQast as a reconciliation and checklist platform
• Aid in accounting for new acquisitions
• Maintain the integrity of the general ledger through accurate and timely posting of transactions in the agency management system (Applied Epic) and accounting software (Sage Intacct)
• Support the development and maintenance of internal controls and accounting procedures
• Support annual financial statement audits and other compliance-related audits
• Establish and maintain formal written policies and procedures for business processes, as needed within assigned workflows

Knowledge, Skills, and Abilities

• Proven ability to think strategically, plan effectively, and promote a team environment
• Strong understanding of GAAP and accounting principles
• Organized and detail-oriented
• Proficient in Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, etc.
• Understanding of and experience working in cloud-based accounting systems
• Experience with Sage Intacct is a plus
• Experience with AI is a plus
• Exceptional communication and interpersonal skills
• Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely task completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Willingness to work together with others, promoting teamwork and supporting shared goals
• Client focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative thinking: Openness to suggesting new ideas and methods to improve processes and outcomes
• Organizational skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education

• 2+ years previous accounting experience
• Bachelor’s degree in accounting, finance, or similar discipline
• Experience with month-end close, account reconciliations, and financial reporting
• Experience working with ERP systems and accounting software

Licensing and Credentials

• CPA preferred

Systems

• Proficient with Microsoft Office Suite
• Understanding of and experience working in cloud-based accounting systems
• Experience with Sage Intacct is a plus

Physical Requirements

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & Compensation

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO