Job Summary

This position is primarily responsible for preparing journal entries, monthly and year-end closings, bank reconciliations, fixed asset maintenance, and general ledger reconciliations. This position will also assist in the supervision of the staff within the finance department. Additionally, this position will work with the Director of Finance on internal reporting during monthly close, participate in compliance, and interact with our external auditors for quarterly reviews and annual audits.

Primary Duties and Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
• Prepares reimbursements, invoices, checks, account statements, reports, and other records and reviews them for accuracy.
• Regularly maintain and reconcile journal entries/general ledger
• Coordinate annual budget process, report to department manager inquiries, and maintain the budget to actual records
• Prepare monthly financial close workbooks to support the month-end, quarter-end, and year-end closing process
• Compose analyses for monthly balance sheets and income statements for management reporting
• Monitor for sales tax, use tax calculations
• Coordinate and complete annual audits/review and tax filings and completes the payroll tax filings & correspondence
• Establish and enforce proper accounting methods, internal controls, policies, and principles
• Manage and improves the efficiency of financial systems and procedures
• Establish and maintain fiscal files and records to document transactions/
• Lead ad hoc projects including financial reporting and procedure implementation
• Participates in the annual review of internal controls and maintenance of proper internal control system
• Serve as backup for other accounting functions, as needed
• All other duties as assigned

Supervisory Responsibility

This position assists in the supervision of the staff in the finance department. This includes but is not limited to, the Payroll Specialist, Reimbursement Coordinator, and other positions.

Preferred Experience and/or Education

• Bachelors degree or equivalent training experience tied to generally accepted accounting principles
• 3-5 years of related work experience in accounting (public or private)
• QuickBooks or other general ledger software package experience preferred
• Strong technical skills including advanced Excel are required
• Ability to work in a team as well as independently
• Demonstrate strong verbal and written communication
• Possess excellent problem-solving and time-management skills

Competencies

• Financial Management
• Accounting
• Ethical Conduct
• Communication
• Confidentiality

Position Type/Expected Hours of Work

• This position is full-time.
• Typical workdays are Monday through Friday with some flexibility in hours.

Work Environment

• Working conditions are normal for an office environment. This role routinely uses equipment such as computers, smartphones, photocopiers, filing cabinets and scanners.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to talk or hear. This position requires the ability to occasionally lift office products and supplies. Specific vision abilities required by this job include close vision and ability to adjust focus.

Travel

• No travel is required for this position

Employee signature constitutes employee's understanding of the requirements, essential functions and duties of the position and that there is nothing to preclude fulfilling these job duties.