Senior Accountant
- Perform and review general ledger accounting, including reconciliations, journal entries, accruals, and adjustments.
- Maintain expert-level understanding of the relationship between the income statement, balance sheet, and cash flow, using this to advise clients and internal teams.
- Prepare and review month-end and year-end financial statements for accuracy and completeness.
- Analyze financial results and trends to proactively identify risks, opportunities, or anomalies.
- Serve as the primary accounting expert and trusted advisor for clients.
- Provide clear, digestible explanations of technical accounting topics to non-technical customer stakeholders.
- Support customers with budgeting, long-term financial planning, loan documentation, special assessments, and reserve planning.
- Address high-level client financial questions, supporting their ability to make informed business decisions.
- Build strong, professional relationships that drive customer confidence and retention.
- Partner closely with Relationship Managers to ensure aligned messaging, coordinated communication, and a seamless customer experience.
- Collaborate with AP and AR teams to resolve issues, validate transactions, and ensure accurate financial results.
- Work with onboarding teams to support smooth client transitions and proper setup of accounting structures.
- Escalate systemic issues or recurring patterns to leadership, contributing to long-term process and workflow improvements.
- Assist with audit requests, compliance documentation, and financial reporting preparation as needed.
- Maintain high standards of accuracy, timeliness, and client service across all deliverables.
- Support customer projects such as loan packages, refinancing, reserve studies, and special assessment calculations.
- Participate in internal initiatives aimed at improving tools, workflows, knowledge bases, and client communication templates.
- Provide accounting insight for system migrations or process changes impacting Financial Services customers.
- 5–7 years of progressive general ledger accounting experience.
- Strong understanding of GAAP principles and financial statement relationships (I/S, B/S, cash flow).
- Experience advising or communicating with non-financial stakeholders.
- Proven ability to translate technical accounting into simple, clear explanations.
- Strong interpersonal skills, with the ability to build trust and goodwill with clients.
- Experience supporting budgets, loans, reserves, or special assessments preferred.
- Proficiency with ERP/accounting systems and Microsoft Excel.
- Ability to multitask, prioritize, and manage multiple client deadlines.
- High attention to detail and a commitment to accuracy and consistency.
- Experience in a multi-client, professional services, or outsourced accounting environment is a plus.
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