What are the responsibilities and job description for the Senior Accountant position at Oxford Financial Group, Ltd.?
POSITION SUMMARY
The Senior Accountant plays a critical role in ensuring the accuracy, integrity, and compliance of the company’s financial operations. This position is responsible for preparing, analyzing, and reporting financial data for senior leadership and the Board of Directors. The role also contributes to financial planning, budgeting, audits, and tax compliance while serving as a key resource to the finance team. The ideal candidate will demonstrate technical expertise, sound judgment, and strong communication skills.
DUTIES & RESPONSIBILITIES
Financial Reporting & Accounting
- Prepare and analyze financial statements, including monthly variance analysis and trend reporting, in compliance with GAAP.
- Manage month-end and year-end close processes, ensuring timely and accurate reconciliations and journal entries.
- Maintain and reconcile the general ledger, ensuring integrity of financial data.
- Support the annual budgeting process by consolidating departmental inputs and preparing financial models.
- Assist with external audits, coordinating documentation requests and audit responses.
- Prepare and distribute monthly departmental financial reports to business unit leaders.
- Maintain fixed asset records and depreciation schedules using Sage software.
- Prepare bank covenant compliance reports and ensure adherence to financing agreements.
Cash Management & Reconciliation
- Track daily cash positions across all Oxford entities.
- Record and reconcile all cash receipts, deposits, and disbursements.
- Verify and reconcile semi-monthly payroll transactions with the general ledger.
- Reconcile bank statements and maintain debt schedules for lines of credit and term notes.
Tax Compliance & Support
- Partner closely with external tax accountants to ensure accurate and timely preparation of tax filings.
- Coordinate the collection and organization of supporting schedules and documentation.
- Review draft returns prepared by tax advisors to ensure completeness and accuracy.
- Assist in the preparation and review of quarterly and annual tax estimates.
- Monitor filing deadlines and confirm that returns and payments are submitted on time.
- Communicate with leadership regarding tax positions, estimates, and compliance status.
Regulatory & Miscellaneous Reporting
- Prepare and submit required regulatory filings, including Department of Commerce surveys.
- Coordinate insurance preparation and ensure proper coverage documentation is maintained.
Special Projects & Strategic Support
- Develop and maintain monthly financial dashboard reports summarizing key performance metrics.
- Partner with the Controller and CFO on operational improvements and strategic initiatives.
- Identify opportunities for process improvement and implement efficiencies, leveraging automation where possible.
QUALIFICATIONS
- Bachelor’s degree in Accounting, Finance or related field required
- CPA license or Master’s in Accounting strongly preferred
- Public accounting experience preferred
- Experience in financial services industry a plus
- Experience with Sage Intacct or Tableu preferred
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.) and Microsoft Word
- Strong knowledge of accounting software modules (GL, AP, AR)
- Understanding of GAAP, financial statement preparation and tax regulations
- Must have a professional demeanor with the utmost respect for confidential matters
- Must be able to work independently and in a team environment
- Must have excellent written and verbal communication skills with strong interpersonal skills
- Must be detail oriented with excellent organizational skills
- Must have ability to multi-task
- Must have the ability to work in a fast-paced environment
- Must have strong work ethic with a positive attitude
WORKING CONDITIONS
- Long periods of sitting utilizing a computer
- Long hours may be required to meet deadlines
- Minimal travel, as required
- 100% onsite