Staff Accountant
True North Consultants, Inc. Cleveland
Our client is a growing financial services company that specializes in providing comprehensive financial planning for high net worth private and corporate
clients. Due to a retirement, they're hiring a Staff Accountant who will be responsible for maintaining corporate and personal financial records, managing accounts payable and receivable, generating financial reports, administering payroll and benefits, and ensuring accounting compliance.
Key Responsibilities- Track, categorize, and pay company expenses
- Itemize corporate and personal credit card bills
- Create company invoices
- Keep company financial records in good order, including P&L balance sheets
- Monthly recording of bank deposits, activity, and reconciliation
- Coordinate with external accounting firm
- Assist with budgeting, accounting, and reporting
- Administer payroll and benefits, including 401(k)
Experience / Skills Required:
- Bachelor's Degree in Accounting or Finance or similar
- 5 or more years of experience in a similar role, having accounting experience and and Benefits / Payroll administration
- Expert level experience with QuickBooks Online
- Familiarity with account reconciliation procedures
- Experience administering payroll and benefits
- Must be detail oriented with strong organizational and time-management skills
- Ambitious with a sense of urgency and initiative.
- Proactive with the ability to bring ideas to the table
Desired Experience:
- Prior experience with Salesforce
- Prior experience with acquisitions and acquisition accounting
- Prior experience with commissioned accounting
- Prior experience in a similar business (financial services, insurance, other business services)
- Knowledge of EOS
- Friday afternoons off
- The opportunity to work with a team that holds high values, works closely together, embraces integrity, and strives for excellence
- Get with a growing firm that is ambitious and planning to double in size
- A chance to continuously learn through their professional development assistance
- Growth opportunities as the firm grows
- Great benefits which includes medical, dental, vision, a safe harbor 401(k), and profit sharing
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