What are the responsibilities and job description for the Senior Associate, Accounting & CFO Services position at Navigate Search?
Key Responsibilities
- Assist in the preparation of financial statements, including balance sheets, income statements, and cash flow statements, as well as monthly, quarterly, and annual financial reports
- Maintain accurate financial records for multiple clients, including bank reconciliations, journal entries, monthly and quarterly close, and preparing books for tax filings and audits
- Support the preparation of sales tax returns and related compliance requirements
- Assist with client servicing by addressing financial questions, participating in client meetings, and providing insights on financial performance and future planning
- Collaborate cross-functionally with internal teams to deliver integrated client services
Qualifications, Skills & Experience
- Bachelor’s degree in Accounting, Finance, or a related field
- 3–5 years of accounting, bookkeeping, or finance experience; public accounting or multi-client experience preferred
- CPA or active pursuit of CPA certification is a plus
- Strong ability to manage multiple clients, projects, and deadlines in a fast-paced environment
- Excellent organizational, communication, and interpersonal skills with a strong attention to detail and commitment to client service
Software & Technology
- High proficiency in Microsoft Excel and Word
- Experience with accounting and G/L software such as QuickBooks (Desktop & Online), Xero, NetSuite, or Sage Intacct
- Experience with e-commerce platforms, inventory systems, or SaaS software is a plus
Salary : $75,000 - $95,000