Job description
We are seeking a talented, motivated, and detail-oriented Accountant to join our team. This role is ideal for a skilled professional looking to contribute meaningfully to financial operations while maintaining flexibility. The successful candidate will review, analyze, and verify financial transactions and reports for multiple clients, while also supporting budget planning and financial forecasting. This key position enhances both our internal processes and our clients’ financial clarity.
Key Responsibilities
• Review and verify financial transactions for accuracy and completeness
• Prepare and confirm balance sheet reconciliations and roll forwards
• Review reconciliations prepared by bookkeepers and/or client personnel
• Analyze revenue streams, profit margins, and overall productivity
• Categorize expenses (fixed vs. variable) for budgeting and classification
• Prepare and update monthly budgets and 12-month actuals vs. budget comparisons
• Prepare monthly cash flow forecasts, combining actuals and projections
• Post journal entries to support proper financial reporting (e.g., accruals, reclassifications)
• Conduct variance analysis (YoY, MoM, Actuals vs. Budget) with actionable insights
• Deliver tailored monthly financial reporting packages to clients
• Bachelor’s degree in Accounting
• Minimum of 5 years of relevant experience
• Experience in public accounting
• Must have CPA certification
Technical Skills
• High proficiency in QuickBooks
• Advanced Excel skills (e.g., formulas, pivot tables, data analysis)
Soft Skills
• Strong analytical and problem-solving abilities
• Clear and professional communication skills
• Excellent organizational and time management capabilities
Work Schedule
• Full-Time: Monday to Friday, 10:00 AM – 7:00 PM CST