Accountant

(Outsourced Services)

JOB TYPE: Full-Time/Part-Time

JOB LOCATION: Utah (virtual work from home office and visit client locations)

CATEGORY: Finance and Accounting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced accountant to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients. This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member for several different clients provides the accountant with broad exposure to different businesses, management styles, and best practices. As a trusted team member, the accountant is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.

ESSENTIAL FUNCTIONS:

• General journal entries - record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
• Accounts payable - accurately create vendor bills and record payments on a timely basis (i.e. daily)
• Accounts receivable - create invoices and apply payments on a timely basis (i.e. daily)
• Payroll - work with third-party payroll providers to record payroll transactions
• Cash - record all activity in client bank accounts in the accounting system on a timely basis (i.e. daily)
• Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
• Sales and use tax - calculate quarterly payments and file with state agencies
• Property tax - calculate annual payments and file with state agencies
• Vendor 1099 - prepare and send annual 1099 vendor statements
• Provide A/R Aging reports to clients on a weekly basis
• Provide A/P Aging reports to clients on a weekly basis
• Assist controller as required with month-end account reconciliations
• Maintain general ledger and chart of accounts
• Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
• Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
• Develop strong working relationships with clients and other stakeholders
• Report risk issues and potential opportunities to the assigned CFO
• Suggest and implement operational best practices within the finance and accounting department
• Employ good, sound judgment and become a trusted advisor within the company
• Develop and manage financial controls in accordance with the company's procedures
• Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

• Strong working knowledge of GAAP
• QuickBooks Certified (within 90 days of hire)
• Intermediate Microsoft Excel skills required
• Bill.com and Expensify experience a plus
• Strong and verifiable technical accounting skills
• Ability to plan, organize, and deliver the tactical accounting function for multiple client companies at any given time
• Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
• Willingness and ability to travel to local client locations
• Impeccable communication and interpersonal skills