Senior Accountant

Position Summary

The Senior Accountant is responsible for fulfilling the client accounting, bookkeeping and reporting requirements of multiple small/mid-sized projects or a singular large project, including day-to-day interface with management, client and contractor personnel as well as manages staff level accountants. This role requires mid-level leadership, integrity, and technical expertise to ensure the firm delivers high-quality, timely, and value-driven services.

• Work closely with clients and partners to assist with daily/monthly accounting tasks, close process, and other accounting related tasks.
• Review monthly financial statements and related documents completed by other staff.
• Analyze data, create, and prepare monthly financial statements and supplemental reports assigned by partner or client.
• Improve processes related to all duties and responsibilities. Take a proactive approach on all accounting functions and processes.
• On/offboarding new clients.
• Develop, promote and enforce policies, procedures, and accountability metrics.
• Planning, organizing, and coordinating the year-end close process with internal and external auditors.
• Foster a culture of excellence, accountability, and collaboration.
• Ensure timely and accurate delivery and communication of financial deliverables.
• Streamline internal processes, identify, and implement appropriate technology.

• CPA or equivalent experience in public accounting (5+ years preferred).
• Comprehensive knowledge of generally accepted accounting principles (GAAP).
• Proficient communication, interpersonal, analytical and organizational skills.
• Proficiency in accounting and bookkeeping services.
• Strong interpersonal and communication skills.
• Familiarity with tools like Quick Books Online, , Ramp.

• Certified Public Accountant (CPA)
• Experience in small to mid-sized accounting firms.
• Background in business coaching or advisory services.
• Familiarity with nonprofit and for-profit accounting.