Position Summary

We are seeking a detail-oriented and proactive Senior Financial Accountant to support multiple client accounts through accurate financial reporting, month-end close activities, reconciliations, and operational accounting support. This role requires strong analytical skills, excellent communication, and the ability to manage priorities in a fast-paced client service environment.

The ideal candidate will have experience in general ledger accounting, balance sheet reconciliations, journal entries, audit support, and financial reporting, while maintaining a strong focus on client satisfaction, accountability, and continuous improvement.

Key Responsibilities

General Accounting & Financial Operations

• Prepare and record journal entries accurately and timely.
• Perform monthly balance sheet reconciliations and resolve discrepancies.
• Maintain and update account reconciliation trackers.
• Assist with monthly, quarterly, and annual close processes.
• Prepare financial reports and support management reporting requirements.
• Provide ad hoc financial analysis and reporting for clients.
• Support annual 1099 reporting activities as needed.
• Assist with audit requests and preparation of audit documentation.

Client Service & Communication

• Maintain strong client relationships through proactive communication and high-quality service.
• Respond to client requests and accounting inquiries in a timely manner.
• Participate in client meetings and internal operational meetings.
• Escalate issues, risks, or deadline concerns proactively.

Systems & Process Compliance

• Follow established accounting procedures, internal controls, SOC controls, and SOX requirements where applicable.
• Utilize accounting and operational systems including ERP platforms, Power BI, Monday.com, ConnectWise, Microsoft Teams, and document management systems.
• Maintain organized financial documentation and supporting records.

Team Collaboration & Operational Support

• Collaborate with managers and peers to prioritize workload effectively.
• Support cross-training and backup coverage initiatives.
• Provide support to team members during PTO coverage or high-volume periods.
• Complete timesheets and administrative requirements accurately and on time.

Professional Development

• Participate in coaching, training, and performance development initiatives.
• Continuously improve technical accounting knowledge and operational effectiveness.
• Contribute positively to company culture and team collaboration.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 4+ years of accounting or financial reporting experience preferred.
• Experience with month-end close and general ledger accounting required.
• Strong understanding of balance sheet reconciliations and financial statements.
• Experience supporting audits and working within internal control environments.
• Proficiency with Microsoft Excel and accounting systems/ERPs.
• Experience with Power BI or reporting tools is a plus.
• Strong organizational, analytical, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a client-facing environment.

Preferred Attributes

• Self-starter with strong attention to detail.
• Ability to work independently while collaborating effectively with a team.
• Client-service mindset with strong professionalism.
• Adaptable and comfortable in a fast-paced consulting environment.
• Demonstrates accountability, humbleness, and initiative.

Nice to Have:

• Experience with, and knowledge of, FERC rules and regulations.
• Hands-on Treasury and Cash Reconciliation experience.