Accounting & Financial Operations Consultant

• Strong work culture with dedicated days for employee activities!
• Hybrid work schedule.
• 3 weeks PTO.
• Growth opportunities.
• This organization is heavily engaged in the community.
• Teamwork is highly emphasized within the group.
• 401k 4% match.
• Bonus potential!

Responsibilities of Accounting & Financial Operations Consultant:

• Perform comprehensive accounting activities to maintain a complete and accurate general ledger.
• Facilitate the monthly & annual accounting close process by completing all assigned closing tasks timely and accurately, including the preparation of a wide array of journal entries.
• Process various types of accounts payable transactions timely and accurately, including tracking of vendor invoices into our internal accounting system.
• Facilitate the monthly commissions and producer bonus processes, ensuring accuracy & transparency. Also produce annual 1099 statements to advisors & brokers for commissions.
• Prepare account reconciliations for all balance sheet accounts, including all active bank accounts.
• Assist with internal and external audit activities, ensuring the integrity of financial statements.
• Assist with monthly expense reporting at department level, and the annual budget process.
• Contribute and sometimes lead data analysis activities to support business decision-making, including data gathering and preparation for management on emerging topics/issues.
• Effectively communicate (verbal & written) with customers, managers, and vendors.
• Ensure there is standard work and procedures documented/updated for all key accounting and financial operations activities/tasks, maintained in an accessible location.
• Assist in ad-hoc daily finance support tasks as directed by the Controller based on business needs.
• Liaise with CFO & accounting team to improve financial procedures and utilization of system tools.

Preferred Experience of Accounting & Financial Operations Consultant:

• Bachelor's degree in Accounting is strongly preferred.
• Minimum of 2 - 4 years of experience in accounting and financial operations.
• Basic understanding of accounting systems (Oracle NetSuite a plus) and accounting theory.
• Experience with the NetSuite platform is a plus.
• Previous experience with financial control assessments and structures.
• Strong analytical skill set.
• Ability to multi-task, and willingness to work in a fast-paced environment.
• Good organizational & communication skills. Communicate effectively with senior management.
• Team player - collaboration and business partnering skills are a MUST!
• Strong Excel skills required with the ability to analyze large amount of data, including use of Excel tools like Pivot Tables and advanced formulas and functions (VLOOKUP, etc.).
• Effective problem-solving skills, including root-cause analysis tools & techniques.
• Strong customer orientation (internal & external) and ability to adapt to feedback.
• Ability to embrace and adapt feedback.