Serve as the main point of contact for an assigned portfolio of clients.
Oversee the end-to-end accounting cycle including day-to-day bookkeeping, monthly closings, year-end financial statements, and compliance deadlines.
Ensure timely delivery of accurate financial information to clients in accordance with relevant accounting standards and deadlines.

Financial Reporting & Analysis

Prepare monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow) in accordance with GAAP or applicable frameworks.
Perform variance analysis and trend identification to support advisory insights.
Deliver executive summaries to clients, highlighting financial health, key performance indicators (KPIs), and areas for improvement.

Account Reconciliation & Integrity

Perform bank and credit card reconciliations with accuracy and timeliness.
Reconcile balance sheet accounts, including intercompany transactions and accruals.
Identify discrepancies, investigate root causes, and propose corrective actions.

Process Optimization & Advisory

Evaluate and propose improvements to client accounting processes, internal controls, and technology tools (e.g., automation, ERP systems).
Provide clients with strategic insights and guidance to streamline operations and improve financial visibility.
Assist in implementing accounting best practices tailored to the client’s business needs.

Intercompany & Consolidation

Manage intercompany reconciliations and ensure eliminations are properly accounted for.
Support or lead consolidation processes for clients with multi-entity structures, including foreign subsidiaries when applicable.

Tax & Compliance Support

Collaborate with the tax team by providing accurate trial balances, schedules, and documentation required for tax returns.
Ensure compliance with federal, state, and local filing requirements by maintaining accurate and up-to-date records.

Team Facilitator

Support, coach, and review the work of junior accountants and interns.
Provide technical guidance, conduct quality control reviews, and promote a learning culture within the team.
Help onboard new team members and ensure adherence to internal accounting procedures.

Client Relationship Management

Build strong, long-term relationships with clients by offering proactive support and clear communication.
Participate in client calls and meetings to address accounting questions and provide financial insights.
Understand each client’s business model to offer relevant and customized advisory services.
Bachelor’s degree or higher in Accounting or Finance.
3 to 5 years of experience working in a public accounting firm.
Technical accounting expertise in bookkeeping, journal entries, bank reconciliations, and financial close procedures.
Strong financial reporting skills across monthly, quarterly, and annual periods.
Familiarity with U.S. accounting principles and practices (US GAAP) is considered a strong asset.
Analytical thinking to detect and resolve financial discrepancies.
Problem-solving mindset with the ability to recommend process enhancements.
Familiarity with intercompany reconciliation and multi-entity accounting.
Experience in financial consolidation and reporting.
Team leadership and mentoring capabilities.
Precision and attention to detail in all tasks.
Effective multitasking while delivering high-quality outputs.
Strong time management to meet multiple deadlines.
Excellent verbal and written communication skills to convey complex accounting concepts.
Health Insurance paid 100% with HSA and FSA available.
401(k) plan with a 100% match up to 6% after 3 months.
Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken).
Transportation program (Commuter Benefits, Citi Bike membership offered).
Work from home friendly.
At the offices you will have breakfast in the morning, snacks in the afternoon

About employer

More about this job

Skills

Bookkeeping
Financial statements
Regulatory compliance
Financial reporting
Account reconciliation
Accounting department processes
ERP
Documentation
Quality control
Communication skills
Business model
Analytical skills
Problem solving
Reporting
Team leadership
Coaching
Attention to detail
Multitasking
Time management

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