Accounting Manager

To apply directly, please email your resume to Brad at "". Please DO NOT APPLY DIRECTLY TO THE POSTING!

Your Background:

You bring 4-7+ years of experience in full-charge accounting with a track record of applying GAAP principles and practices to review, analyze, and streamline current processes. You hold yourself to a high standard of work quality, accuracy, and consistently meet timelines. Advanced Excel Formulas is your favorite fun side hobby, and you love a good deep-dive analysis. You're passionate about numbers and engage actively with leadership to provide meaningful insight. Youâ re always looking for ways to maximize your impact and contribute to the company. And in maintaining our values, you demonstrate an unwavering commitment to achieving your goals.

What You Would Do:

Own all aspects of our Accounting function, including day-to-day accounting and finance functions

Serve as a strategic partner across to enhance capabilities and effectiveness across our business

Independently maintain the general ledger and GAAP financial statements; develop and strengthen internal processes and controls to adhere to compliance

Complete weekly client billing and invoicing, refine existing process, and maintain customer KPIâ s

Own and execute the monthly accounting close process, including account reconciliations, payroll and commission accruals, prepaid amortization, and depreciation expenses

Manage A/R collection efforts and customer inquiries; access various external customer portals and factor portals to comply with invoicing requirements

Partner with third-party factoring firm to provide remittance details and ensure payments are applied timely; conduct further investigation as needed for short-paid invoices

Prepare and present monthly financial analysis to Executive Leadership

Prepare sales reporting and track average consultant headcount

Lead the annual budgeting and forecasting process and collaborate with leadership on organizational goals

Update forecast weekly with actuals and track monthly expenditures against budget

Work in tandem with Executive Leadership to forecast long-term planning goals

Perform quarterly reforecast process

Complete year-end financial reporting, annual audits (401k & HSA), tax supporting schedules, and 1099 reporting

Partner with third-party CPA firm for federal and state tax deadline compliance, including timely quarterly and annual estimated tax payments

Work toward preparing the organization for first financial review report by external CPA firm

Own all accounting systems and future system transitions

Experience and Attributes:

7+ years of full-charge accounting operations and GL experience with increasing responsibility, people leadership experience is a plus but not required

Bachelorâ s degree in accounting or finance preferred

Excellent working knowledge of Generally Accepted Accounting Principles (GAAP) and accounting principles and procedures

Consultative approach with excellent business and financial acumen; ability to gather requirements and align on success criteria with leadership

Proven expertise supporting multi-state businesses and California-based businesses

Demonstrated ability to retrieve and analyze financial data to produce and present comprehensive reports

Aptitude for process development and continuous improvement

Strong written and verbal communication skills and the ability to build relationships with our internal team as well as clients

Advanced skills in accounting software (QuickBooks Online or similar)

Expert in MS office, specifically Excel (V-lookups, X-Lookups, Pivot Tables, advanced formulas, etc.) Word, Outlook, report creation and formatting, data analysis

Bonus: Previous experience with Power BI and/or Tableau or an aptitude and desire to learn data visualization tools

Benefits We Offer:

Team centric work environment where success is celebrated â big or small!

Remote work model

Unlimited Paid Time Off...yes, you read that right!

Company subsidized Health, Dental, and Vision insurance

HSA Plan

401k plan

Ongoing personal and professional development

Team reward trips, holiday parties, and other bonus perks aligned to company goals