Senior Accountant

Who is the ideal candidate?

• Data driven accountants who love a challenge and fast paced working environment. Someone who is excited to join a team that is disrupting the traditional approach to fractional & advisory landscape.
• If you love to excel, BI, information systems, data models, accounting, and process: this role is for you.
• If you are looking for the environment to where you will master your craft and contribute to the success of multiple companies. All backed by an internal team of elite players: this role if for you.

Pay and Benefits?

• Competitive salary including bonus opportunities and KPI based incentive compensation.
• Full benefits including robust health plan, dental, and vision. Retirement contribution and employer matching.

What is the role?

• You will be a part of a team that maintains client’s accounting and financial records. You will ensure that financial information is accurate, timely and meaningful.
• You will manage the day-to-day performance of client projects by performing accounting work, business process evaluation, documentation, and other tasks as assigned.

What does success look like in this role?

• Assistance with accounting for 3-7 clients with various engagement levels and complexities.
• Planned and organized.
• Proactive.
• Clear, concise, and timely communication to team and clients.
• Maintaining and developing a team who, themselves, are meeting their success measures.
• On time and in budget.
• Utilizing technology to drive efficiency and reduce redundancies for yourself, clients, and team.
• Passionate about creating solutions and their positive impact on our clients.

Who, what, and how?

• Based out of Tampa, FL
• You will work within your team and cross functional with other departments such as Bookkeeping, CFO/Controller, Business Optimization, Technology, etc.
• You will be joining a growing firm that invests in your development as a leader and believes in your ability to make profound impacts on clients and their teams.
• You will receive 1on1 development including leading high-performance teams, effective communication with stakeholders, execs and individuals, structure and execution of problem solving.
• Local travel to client sites is sometimes required.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Full and partial execution of month-end close
• Maintain and ensure financial transactions and journals are properly reported
• Prepare detailed account reconciliations
• Financial analysis of current costs, revenues, financial commitments, and obligations to predict future events
• Preparation and review of financial statements
• Financial performance ratio preparation and analysis
• Analysis of operational budgets/forecasts
• Ensure accounting practices align with GAAP
• Identify and recommend internal controls & policies for clients
• Identify and execute solutions to discrepancies in financial records
• Collect and analyze data to understand trends and present findings to senior staff for future client recommendation
• Communicate with clients’ upper management, accounting staff and other various departments in the company to find and clarify recommended solutions to identified issues
• Provide timely replies to clients’ accounting staff inquiries
• Accountable to maintain within budgeted hours, tracking time daily
• Plan and communicate schedule in advance

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Understanding of Accounting Principles.
• Bachelors and/or master’s in accounting, or finance.
• 5-7 years accounting experience. 3+ years of experience in a similar role.
• Experience working with multiple clients necessary
• Experience as a consultant in a professional services firm, preferred.
• Ability to break down and solve problems through quantitative thinking and analysis.
• Ability to follow processes for maintaining documentation and accounting integrity.
• Ability to switch cross-functional between multiple engagements.
• Ability to communicate effectively and efficiently.
• Proficient in Microsoft Suite. (Teams, SharePoint, Outlook, Excel)
• CPA or CMA preferred.

Job Type:

Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8-hour shift

Supplemental Pay:

• Bonus opportunities
• Quarterly bonus

Education:

• Bachelor's (Required)

Experience:

• accounting: 7 years (Required)
• Similar: 3 years (Required)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Tampa, FL (Required)

Work Location:

Tampa, FL