Job description

Description

This role will initially focus on operational accounting tasks and working within accounting ERP system. The development goal for this position is for it to evolve into a managerial role that not only oversees accounting but contributes to strategic financial projects.

Responsibilities

· Oversee and manage the following outsourced accounting services:

o Month end close
o Financial Advisor commission processing
o Accounts payable
· Payroll processing
· Maintain various aspects of commission process in accounting system
· Bi-monthly cash flow reporting and analysis
· Financial advisor 101 training
· Ad hoc financial advisor compensation education
· Budgeting support

Competencies

· Organized – ability to place and maintain order in an environment or situation
· Precise – monitors and checks work to meet quality standards, demonstrates a high level of detail, accuracy and thoroughness
· Communication – clearly conveys and receives information and ideas; keeps others informed as appropriate; demonstrates good written, oral, and listening skills
· Priority Setting – spends time and the time of others on what’s important; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus
· Initiative – ability to direct one’s energy towards the completion of a goal without an external catalyst
· Tempo – ability and enjoyment for work that needs to be done quickly
· Growth Oriented – committed to developing professionally, values cutting-edge practices and approaches; takes advantage of a variety of learning activities, introduces newly gained knowledge and skills on the job
· Interpersonal – relates well to all kinds of people inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact
· Teamwork – participates as an active and contributing member of a team to achieve team goals; works cooperatively with others
· Passion for spreadsheets – or at the very least fondness towards spreadsheets, learning new Excel formulas, and general ledger systems

Qualifications

· Accounting degree preferred but not required
· Proficiency in the use of Microsoft Office, specifically Excel, and technologically savvy
· Knowledge of standard accounting software programs
· Strong personal code of ethics, including maintaining confidentiality

Job Type: Full-time

Salary: $70,000.00 - $80,000.00 per year

Physical setting:

• Office

Schedule:

• 8 hour shift

Work Location: One location

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