Staff Accountant

The Staff Accountant will support the daily accounting and financial operations of a shared-services organization serving a diversified portfolio of businesses. The portfolio includes family-office initiatives, software-as-a-service companies serving clients across multiple industries, technology consulting firms, and other professional-services organizations.

Reporting to the Controller, this hands-on role will manage accounts payable and accounts receivable, assist with month-end close and financial reporting, maintain accurate records across multiple entities, and coordinate business-compliance and legal-administrative matters that intersect with accounting. The position requires someone who can meet deadlines, exercise sound judgment, protect confidential information, and take ownership of work from initial request through completion.

• Manage vendor setup and maintain complete, current vendor records.
• Post vendor invoices, verify required approvals, and code expenses to the appropriate general-ledger accounts.
• Compare invoices with contracts, research discrepancies, communicate with vendors, and issue payments accurately and on schedule.
• Maintain supporting documentation and an organized audit trail for all disbursements.

• Establish and maintain client records; prepare, post, and distribute invoices.
• Respond to client inquiries and follow up consistently on past-due balances.
• Apply and reconcile client payments and investigate payment discrepancies.
• Deposit physical checks received in the office and maintain complete deposit documentation.

• Assist with month-end close across multiple companies and legal entities.
• Prepare journal entries and balance-sheet reconciliations; review the general ledger for completeness and accuracy.
• Reconcile revenue, cost-of-services, and related accounts and review key financial and operating metrics.
• Support financial statements, management reports, commission reports, and other recurring schedules.
• Maintain applicant tracking system activity and other operating-system data used for financial reporting.

• Monitor the accounting email inbox daily and ensure requests are handled or routed promptly.
• Review incoming mail and direct accounting, compliance, and legal-administrative items appropriately.
• Post and reconcile monthly credit-card activity and work with team members to obtain accurate coding and supporting documentation.
• Process employee expense reimbursements in accordance with company policy.

• Coordinate with clients, vendors, financial institutions, factoring partners, payroll providers, accountants, attorneys, and government agencies.
• Assist with entity registrations, renewals, withdrawals, account closures, and related state or regulatory documentation.
• Provide accounting records and administrative support for bankruptcy, litigation, claims, or other matters involving outside counsel, without providing legal advice.
• Handle sensitive business and family-office information with discretion and confidentiality.

• Research and help implement technology that improves efficiency, accuracy, and visibility across the shared-services organization.
• Document accounting processes, procedures, and policies and help strengthen internal controls.
• Identify opportunities for continuous improvement and assist with implementation across supported businesses.
• Cross-train with payroll, provide backup support as needed, and complete additional projects assigned by the…