Lead Accountant

About Proven

At Proven, we deliver fractional executive expertise across Finance, HR, Operations, Marketing, and M&A, built on a foundation of reliable bookkeeping and smart accounting. Our collaborative team leverages data-driven insights and innovative strategies to empower businesses, streamline operations, and fuel sustainable growth. We're seeking dedicated professionals who thrive in dynamic environments and are committed to delivering excellence for our diverse clientele.

Role Purpose

The Lead Accountant transforms daily transactions into meaningful financial insight. They own core financial processes—month-end close, reconciliations review, payroll, reporting—and ensure our clients' numbers are clean, clear, and actionable.

Key Responsibilities

• Record daily, weekly, and monthly financial transactions in accounting systems. Allocating by job and cost center requirements
• Reconcile bank, credit card statements, and clearing accounts monthly
• Own month-end close processes: journal entries, accruals, A/R and A/P agings, tech stack integration verification in preparation for financial reports.
• Manage AP and AR: process invoices and payments within processing software (Ramp)
• Process and review bi-weekly hourly payroll, including employee tip, reimbursement, and commission payments
• Track, maintain, and submit monthly/quarterly sales tax requirements
• Prepare financial reports for AMCL/Controller review
• Support the AMCL with client communication, including email updates, joining review calls, and providing timeline and progress updates
• Follow accounting policies and maintain compliance
  
  

Relational Presence Expectations

• Communicate openly with the client, AMCL, and team if questions, errors, or blockers arise
• Proactively flag discrepancies, suggest solutions, and close loops
• Maintain tone that is clear, direct, and steady, especially during deadlines
• Support and mentor peers, share learnings, and offer review support when needed
  
  

Requirements

Required Skills & Qualifications

• 4-6 years progressive accounting experience
• Advanced knowledge of QBO
• Sales tax experience
• Advanced Excel knowledge including vlookups, pivot tables, macros, and automation
• Accrual and GAAP compliance experience
• Strong understanding of AP, AR, reconciliations, payroll, and month-end processes
• Detail-oriented and organized, able to manage multiple deadlines and priorities
• Clear written and verbal communication
• Bachelor's degree in Accounting, Finance, or equivalent experience (CPA or similar is a plus)
  
  

Preferred Skills

• G&A Partners or Worksight for time keeping and payroll processing
• Hospitality or ecommerce experience
• Advanced knowledge of Ramp,Square, Xero, BILL.com, Gusto, Shopify (or similar)
  
  

Benefits

• Work remote from anywhere
• We work hard and expect you to have a life too. We value both time off and time at the office
• We are a Macbooks shop
• Monthly Team Lunches
• Quarterly Awards
• Unlimited Books
• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development