Staff Accountant: Financial Reporting & Budgeting

Sarasota, United States | Posted on 04/25/2025

Staff Accountant / Accounting Specialist


Location:

[Flexible/On-site as applicable]
Staffing Partner:
Symbiotic Services

Overview

Symbiotic Services is seeking an experienced Staff Accountant tosupport a diverse portfolio of business entities with accounting transactions,financial reporting, and analysis. This role plays a vital part in monthlyclosings, budgeting, and supporting operational decision-making with accurate financial data.

Key Responsibilities

1. Monthly Reporting

• Prepare and analyze House Route Income Statements.
• Compare actual performance vs.budget and monitor KPIs.
• Distribute monthly financials andassist regional operations with gross margin insights and variance analysis.
• Lead financial review meetings with the Senior Director of Sales.
• Create billing scorecards forCafé operations and other areas.
• Assist with freight billing processes and accruals.

2. Weekly & Monthly Closings

• Process settlements between internal systems (Xtreme to Quick Books).
• Import ACH payments and manageinvoice intake.
• Coordinate invoice approvals with operations teams.
• Submit approved expenses to corporate Accounts Payable.
• Support inventory and physicalvaluation processes.
• Prepare financial reports including gross profit and discount summaries.
• Handle recurring entries and maintain balance sheet accounts.

3. Forecasting & Budgeting

• Contribute to the development ofannual budgets and forecasts for House Route operations.

4. Internal Controls

• Support the documentation and monitoring of internal controls and compliance standards.

5. Systems & Support

• Maintain and utilize accounting systems such as Quick Books and Xtreme.
• Assist in onboarding and managing new House Routes.
• Archive accounting records and support special projects as needed.

Qualifications

• Bachelor's degree in Accountingor Finance.
• 2–5 years of accounting/finance experience.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Knowledge of GAAP and financial analysis principles.
• Excellent communication skillsand ability to manage multiple priorities.
• Capable of working independently with general supervision.
• Strong problem-solving skills anda detail-oriented mindset.

Apply through Symbiotic Services to join a dynamic and collaborativeaccounting team dedicated to financial excellence.