What are the responsibilities and job description for the Accountant position at Goelzer Investment Management, Inc?
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Vision insurance
- 401(k) matching
- Dental insurance
- Paid time off
Job Summary: The accountant is responsible for the firm’s day-to-day accounting operations and financial reporting. This role includes weekly accounts payable processing, monthly account reconciliations, month-end close activities, and preparation of financial statements with meaningful analysis. The accountant will work closely with the Chief Financial Officer to support financial accuracy, compliance, and data-driven decision making for a growing organization. The ideal candidate demonstrates exceptional attention to detail, strong Excel proficiency, sound judgment, and the ability to think critically while managing multiple priorities.
Key Responsibilities: Provides comprehensive accounting and financial support, including reporting, analysis, audit preparation, and benefit-related administration.
Key Responsibilities: Provides comprehensive accounting and financial support, including reporting, analysis, audit preparation, and benefit-related administration.
- Review, process, and manage accounts payable, including responding to and investigating vendor inquiries
- Perform monthly balance sheet account reconciliations and maintain detailed supporting schedules using advanced Excel functionality such as XLOOKUP, pivot tables, IF statements, charts, and financial models
- Execute month-end close activities and prepare financial statements with analysis of budget-to-actual and prior-year variances
- On a quarterly basis, prepare billing, commission calculations, and related cash flow and reporting schedules
- Prepare schedules and provide documentation to support the annual audit process
- Assist with preparation and distribution of required employee communications related to the 401(k), ESOP, and benefit plans
- Develop and maintain financial models, ad hoc analyses, and special projects as requested
Work Experience / Knowledge:
- One to three years of relevant accounting experience
- Solid understanding of Generally Accepted Accounting Principles (GAAP)
- Public accounting audit experience preferred
Skills / Other Personal Attributes Required:
- Advanced proficiency in Microsoft Excel, including pivot tables, XLOOKUPs, charts, and financial modeling
- Strong written and verbal communication skills
- Highly detail-oriented with a strong commitment to accuracy and data integrity
- Excellent analytical and problem-solving abilities
- Ability to take initiative and work independently while collaborating effectively with a team
- Ability to produce high-quality work in a fast-paced, deadline-driven environment
- Demonstrated professionalism and commitment to confidentiality
Education:
- Bachelor of Science in Accounting required