Certified Public Accountant
July 31
Description
• Categorize transactions daily, update KPI dashboards and post journal entries • Build and maintain financial statements (P&L, Balance Sheet, Cash Flow) to support financial planning and analysis • Provide forecasting figures to accounting manager and client as requested • Reconcile revenue reports with cash receipts • Post payroll activity into the accounting software • Reconcile balance sheet accounts • Update budget vs actual reports, ensuring accuracy and alignment with strategic objectives. • Weekly Stand Up to Leadership: Come prepared to provide weekly updates to management • Trusted, Responsive Resource for Reliable Data: Act as a reliable and responsive resource for clients, providing accurate and timely financial information and analysis to support their decision-making processes. • Analyze Complex Situations with Little Data: Analyze complex financial situations and scenarios with limited data availability, utilizing critical thinking and problem-solving skills to derive meaningful insights and recommendations. • Provide Simple and Concise Recommendations: Translate complex financial data into simple and concise recommendations, enabling clients to make informed and effective business decisions. • Other Duties, as Required: Assist with ad-hoc financial analysis, special projects, and other duties as needed to support the overall objectives of the organization.
Requirements
• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred. • 3+ years of experience in budgeting/proforma is highly preferred. • 5+ years of experience in accounting is highly valuable • Proficient in multiple accounting systems is preferred • Proven experience in financial analysis, budgeting, and reporting. • Advanced proficiency in Microsoft Office applications and financial modeling. • Strong analytical and problem-solving skills, with the ability to interpret complex financial data. • Strong understanding of mergers & acquisitions economics modeling principles. • Experience with running full budgeting processes and 13-week cash flow modeling. • Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate financial concepts to non-financial stakeholders is required. • Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. • A curious mind and a passion for helping entrepreneurs achieve their goals through reliable financial data and analysis.
Benefits
• Opportunities for career advancement • Dynamic and collaborative work environment • Remote work option available • Supportive team culture focused on success and growth
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