Staff Accountant

About the role

The Staff Accountant prepares and analyzes financial schedules, performs general accounting tasks, and manages full-cycle accounts payable processes. This role supports the month-end close process, prepares and files state sales tax returns, reconciles accounts, and ensures the accuracy and timeliness of financial reporting.

Responsibilities

• Compliance & Reporting
  • Prepare and file state sales tax returns and research and respond to customer sales tax inquiries
  • Coordinate and ensure compliance with business licensing requirements
• Financial Analysis & Account Reconciliation
  • Prepare and analyze financial support documents to ensure accuracy
  • Reconcile general ledger accounts and resolve discrepancies
  • Verify and reconcile corporate credit card charges
• Month-End Close & General Accounting
  • Assist in the month-end closing process, ensuring all accounts are reconciled and closed on time
  • Prepare and post journal entries to reflect financial activities
  • Maintain the fixed asset system, ensuring accurate tracking and reporting
  • Support cash management activities, including managing payment exceptions and processing of ACH/wire payments
• Financial Data Management & Reporting
  • Maintain and update Excel spreadsheets for various markets, customers, and accounts, managing large datasets efficiently
  • Generate supplemental reports as required by management for financial analysis
• Key Performance Metrics
  • Ensure the timely and accurate completion of the month-end closing process, with all accounts fully reconciled each month
  • Improve the efficiency and accuracy of financial data management, including Excel models and schedules
  • Foster effective cross-functional collaboration within the Finance team and other departments to enhance communication and overall workflow
  • Maintain compliance with closing reconciliations and reporting requirements for affiliated businesses
  • Support audits, including external and tax audits

Requirements

• 5-7 years of accounting experience in a similar role
• Bachelor's degree in Accounting, Finance, or a related field, or equivalent relevant experience
• CPA preferred but not required
• Exceptional attention to detail and a strong focus on accuracy in all tasks
• Ability to maintain confidentiality and handle sensitive financial information appropriately
• Strong interpersonal and communication skills, with the ability to collaborate across teams
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
• High degree of professional skepticism and willingness to ask questions and learn
• Strong organizational skills and ability to multitask effectively

Skills

• Advanced proficiency in Microsoft Excel, including the use of pivot tables, v-lookups, and complex formulas
• Familiarity with NetSuite or similar accounting systems is a plus
• Familiarity with Avalara and/or Sovos tax systems is a plus
• Strong understanding of accounting principles and financial reporting standards
• Ability to manage large data sets and perform detailed analysis with high accuracy
• Knowledge of state sales tax regulations and filing requirements

Performance Expectations

• Customer Focus: Ensures financial accuracy and compliance by preparing reports, reconciling accounts, and managing sales tax filings. Supports internal teams with timely financial data and responses to inquiries.
• Ensures Accountability: Manages month-end closing, journal entries, and reconciliations. Ensures accurate and timely sales tax filings and financial data management. Tracks performance metrics and identifies process improvements.
• Action Oriented: Handles ledger reconciliations, credit card verifications, and month-end close activities. Identifies and resolves discrepancies to improve accuracy and efficiency in financial reporting.
• Manages Ambiguity: Adapts to changing regulations and accounting practices. Uses research and collaboration to resolve discrepancies and ensure compliance while meeting deadlines.

Benefits

• Comprehensive compensation and healthcare packages, including medical, dental, vision, and life insurance products
• 401(k) plan with employer match
• Competitive paid time off: vacation, personal time, holidays, and winter break
• Company-sponsored volunteer & community outreach opportunities
• Organizational growth potential through company-sponsored online learning platforms
• Hybrid work schedule with on-site work Monday through Thursday and the option to work from home on Fridays