Accountant, Financial Reporting, Financial Analyst

Overview

POSITION SUMMARY:
The Accountant plays a critical role in supporting the Company's financial operations across both the law firm and its affiliated operations. The role is responsible for maintaining accurate and reliable financial records, supporting day-to-day accounting functions, and ensuring timely financial reporting and compliance activities. This position requires a strong working knowledge of accounting principles, sound judgement, organizational skills, attention to detail, and the ability to handle sensitive financial and payroll information with discretion and professionalism.

• Process accounts payable, vendor payments, and accounts receivable, ensuring accuracy, timeliness, proper approvals, and proper documentation.
• Record and maintain daily bank, credit card, and corporate card activity in Quick Books Online and related systems.
• Reconcile bank accounts and other key balance sheet accounts to maintain accurate financial records.
• Assist with medical record payment processing and client settlement disbursements via check and electronic payment methods.
• Process positive pay transactions through online banking systems to support internal controls and fraud prevention.

• Assist in processing bi-weekly payroll for both the law firm and litigation support company, including coordination with payroll systems and providers.
• Assist with state payroll tax setup and compliance for remote employees, as needed.

• Prepare and post journal entries, accruals, and general ledger activity in accordance with accounting standards.
• Support the monthly financial close process, ensuring deadlines and reporting requirements are met.
• Assist with preparation monthly financial reports, including Profit & Loss statements, Balance Sheets, and variance analysis.
• Support budgeting and forecasting activities by compiling data and assisting with financial analysis.

• Support year-end financial processes, including preparation of supporting documentation for third-party tax preparers and completion of annual 1099 reporting.
• Perform other accounting and operational projects as assigned, maintaining flexibility to support evolving business needs.

• Strong ability to manage multiple priorities simultaneously while maintaining accuracy and meeting deadlines in a fast-paced environment.
• Highly organized and self-directed, with the ability to take ownership of tasks and follow projects through to completion.
• Demonstrates exceptional attention to detail and a commitment to maintaining accurate and reliable financial records.
• Effective problem-solver who can identify discrepancies, reach root causes, and implement practical solutions.
• Strong communicator with the ability to collaborate effectively across departments and explain financial information clearly.
• Quick learner who adapts easily to new systems, processes, and evolving business needs.
• Able to work independently while also contributing effectively within a collaborative team environment.
• Exhibits professionalism, sound judgment, and discretion when handling sensitive financial and payroll information.
• Maintains a high level of accountability and reliability in support of accounting operations and financial reporting.

• 1-3 Years of experience in Accounting, Finance or related field.
• Bachelor's degree in Accounting, Finance, or related field preferred; equivalent combination of education and relevant experience will be considered.
• Strong understanding of bookkeeping and accounting principles, including US GAAP.
• Proficiency in Microsoft Office Suite and general business software.
• Experience working in a transactional accounting environment with reconciliations and month-end close responsibilities.

• Experience with Quick Books Online and ERP or accounting systems.
• Prior experience supporting a professional services environment.
• Exposure to multi-entity accounting, payroll coordination, or multi-state compliance.
• Familiarity with internal controls, audit support, and process improvement initiatives.

• Prolonged periods of sitting.
• Perform repetitive tasks such as typing and clicking.
• Must be able to lift and move light items up to 20 pounds at times.
• Must be able to bend, reach, push, pull, lift, and sit.

The physical demands are representative of those that must be met to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The company offers a comprehensive benefits package including:

• Medical, dental, and vision.
• Voluntary life, accident, critical illness, hospital indemnity, and short-term disability.
• Vacation, sick, and floating holidays.
• Employee assistance program.
• Paid parental leave.
• 401(k) retirement plan.

This is not meant to be an all-inclusive list of duties…