About the Company:

Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/

Website: www.equifyfinancial.com

Job Summary:

The Senior Accountant will play a vital part in the company's fiscal management including account reconciliations, month-end close, journal entry preparation, and other regular accounting duties.

Primary Responsibilities:

• Play a vital part in the company's financial management including all account reconciliations, intercompany reconciliations, and variance analysis and reporting to necessary parties.
• Assist with month-end close procedures and follow through on various month end tasks, including preparation of journal entries, reconciling, and analyzing accounts/activity, etc.
• Perform regular accounting duties such as accounts payable, accounts receivable, treasury (processing deposits/ACH transactions), fixed assets, sales tax reporting, etc.
• Assist with forecasting and budget planning processes including developing metrics and KPIS and reporting parameters.
• Assist with internal/external audits (financial and tax).
• Participate in departmental cross-training and back-up other positions as needed.
• Perform other duties as assigned.

Skills and Proficiencies:

• Superior analytical and problem-solving skills with a very high level of attention to detail.
• Advanced Excel skills (e.g., macros, charts/graphs, pivot tables, VLOOKUP, etc.)
• Microsoft Business Central / Microsoft NAV proficiency is preferred.
• Required Education, Experience, and Qualifications:
• Bachelor’s Degree in Accounting is required.
• At least three (3) years of accounting experience in a commercial financial services environment is required.
• CPA designation is preferred but not required.
• Lending/leasing industry experience is highly preferred.
• Experience working with and supporting requests of external audit teams.
• Excellent organizational skills and attention to detail.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits:

• Competitive Compensation Package
• Medical Dental Vision Coverage
• 401K Company Match
• Life Insurance Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

 
This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.