What are the responsibilities and job description for the Senior Accountant position at CLE Consulting Firm?
CLE Consulting Firm is a trusted partner for bookkeeping, accounting, tax, payroll, and business coaching services. We are dedicated to helping clients succeed through financial clarity, business strategy, and operational excellence. We are seeking a high-performing, strategic, and people-oriented leader to join our growing team.
Position Summary
The Senior Accountant is responsible for fulfilling the client accounting, bookkeeping and reporting requirements of multiple small/mid-sized projects or singular large project, including day-to day interface with management, client and contractor personnel as well as manage staff level accountants. This role requires mid-level leadership, integrity, and technical expertise to ensure the firm delivers high-quality, timely, and value-driven services.
Key Responsibilities
- Work closely with clients and partners to assist with daily/monthly accounting tasks, close process, and other accounting related tasks.
- Review monthly financial statements and related documents completed by other staff.
- Analyze data, create, and prepare monthly financial statements and supplemental reports assigned by partner or client.
- Improve processes related to all duties and responsibilities. Take a proactive approach on all accounting functions and processes.
- On/off boarding new clients.
- Develop, promote and enforce policies, procedures, and accountability metrics.
- Planning, organizing, and coordinating the year-end close process with internal and external auditors.
- Foster a culture of excellence, accountability, and collaboration.
- Ensure timely and accurate delivery and communication of financial deliverables.
- Streamline internal processes, identify, and implement appropriate technology.
Qualifications Required:
- CPA or equivalent experience in public accounting (5 years preferred).
- Comprehensive knowledge of generally accepted accounting principles (GAAP).
- Proficient communication, interpersonal, analytical and organizational skills.
- Proficiency in accounting and bookkeeping services.
- Strong interpersonal and communication skills.
- Familiarity with tools like QuickBooks Online, Bill.com, Ramp.
Preferred:
- Certified Public Accountant (CPA)
- Experience in small to mid-sized accounting firms.
- Background in business coaching or advisory services.
- Familiarity with nonprofit and for-profit accounting.