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JOB SUMMARY
Creative Planning’s Staff Accountant is responsible for assisting the Controller in maintaining timely and accurate bookkeeping of cash activity. In addition, the Staff Accountant will assist in both the payables and receivables processes for the various entities with Creative Planning. Operating in a high growth, fast paced environment the Staff Accountant will assist in the analysis of key performance metrics, trends, and forecasts while helping to seamlessly integrate the finance functions of acquired companies.
We do not accept resume submissions from third party-recruiters or staffing agencies. Please contact our recruiting team directly.
PRIMARY JOB DUTIES
• Assist daily bank reconciliation and bookkeeping activities - recording cash in and cash out per company accounting policies
• Help manage the payables process; reviewing vendor bills, recording amounts to appropriate general ledger accounts and processing payments
• Assist in the development and implementation of accounting procedures by analyzing current procedures and recommending changes
• Meet processing and reporting deadlines, assisting with month-end close processes
• Assisting with other bookkeeping functions
• Other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
• Bachelor's degree in accounting or finance preferred
• 2 years of accounting experience
• Working knowledge of GAAP and accrual accounting
PREFERRED EXPERIENCE / QUALIFICATIONS
• Strong numeracy and analytical skills.
• Good problem-solving and time management skills.
• Highly organized and detail-oriented
• Hands on attitude to thrive in a flat organizational culture
Full Time
$85k-107k (estimate)
03/04/2024
07/09/2024
bergankdv.com
MIDDLETOWN, OH
200 - 500
1945
KOSTA VERVERIS
$10M - $50M
BerganKDV was formed when three successful firms merged Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
The job skills required for Staff Accountant include Accounting, General Ledger, Financial Statements, Account Reconciliation, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Staff Accountant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Staff Accountant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Staff Accountant positions, which can be used as a reference in future career path planning. As a Staff Accountant, it can be promoted into senior positions as a Bookkeeping Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Staff Accountant. You can explore the career advancement for a Staff Accountant below and select your interested title to get hiring information.
If you are interested in becoming a Staff Accountant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Staff Accountant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Staff Accountant job description and responsibilities
Staff accountants use computer programs for document creation, spreadsheets, presentations and email.
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Staff accountants are responsible for maintaining accurate records and catching mathematical and clerical errors.
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Staff Accountants prepare and review financial documents, reports, and statements.
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A staff accountant creates an accounting system that adheres to federal regulations and keeps order for all financial procedures.
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Staff Accountants must understand how businesses and enterprises work.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Staff Accountant jobs
To earn the credential, the accountant must pass the Uniform CPA Examination.
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Consider pursuing continuing education.
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Knowledge of regulatory standards.
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Obtain Accounting Certification.
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Attend financial trainings.
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Step 3: View the best colleges and universities for Staff Accountant.