Position Details
Step into a Senior Accountant position focused on client portfolio management. This role demands strong financial leadership and interpersonal skills in a dynamic entrepreneurial environment.
You will manage accounting relationships for various clients, ensuring thorough month-end closes, reconciliations, and financial reporting. Applicants should have public accounting experience, ideally with a CPA designation or in the final stages of obtaining one. Engage with business founders and operators to drive financial discussions and implement best practices in accounting.
Key Responsibilities:
• Own accounting relationships across multiple client portfolios
• Review and ensure accuracy in month-end close processes
• Prepare and analyze financial statements with supporting documents
• Provide expert guidance on accounting treatments and reconciliations
• Lead client meetings focused on financial priorities and outcomes
Requirements:
• Public accounting experience...