Staff Accountant

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. 

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/ 

Website: www.equifyfinancial.com 

Position Summary: We are seeking a detail-oriented and adaptable Staff Accountant to join our fast-paced accounting team. This role requires an understanding of journal entries, debits and credits, and a high level of accuracy and efficiency. The ideal candidate will be a team player with emotional intelligence, capable of shifting priorities and collaborating effectively with colleagues and management.

Key Roles / Responsibilities:

• Revenue recognition and journal entries across various accounting functions.
• Ensure accuracy and completeness of entries with proper supporting documentation.
• Investigate and resolve balance sheet account discrepancies in a timely manner.
• Loan & Lessor accounting.
• Ensure compliance with company policies and proper coding of expenses.
• Assist in maintaining the general ledger and supporting schedules.
• Participate in month-end and year-end close processes and reconciliations.
• Work closely with other accounting team members and departments to ensure accurate financial reporting.
• Communicate effectively with management regarding accounting issues and updates.
• Demonstrate flexibility in managing multiple tasks and shifting priorities.
• Proactively identify process improvements and contribute to team efficiency.

 Required Education, Experience, and Qualifications:

• Proactively identify process improvements and contribute to team efficiency.
• Bachelor’s degree in Accounting or Finance required.
• 2 years of accounting experience preferred, especially in journal entries and reconciliations.
• Strong understanding of GAAP and accounting principles.
• Proficiency in Excel and accounting software (e.g., Microsoft BC).
• Experience with FloQast or similar financial close software a benefit.
• Excellent attention to detail and organizational skills.
• Strong interpersonal skills and emotional intelligence.
• Ability to thrive in a fast-paced, team-oriented environment.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits:

• Competitive Compensation Package
• Medical Dental Vision Coverage
• 401K Company Match
• Life Insurance Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.  Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.

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