Accountant

Goelzer Investment Management•Carmel, IN

12d

About The Position

The accountant is responsible for the firm’s day-to-day accounting operations and financial reporting. This role includes weekly accounts payable processing, monthly account reconciliations, month-end close activities, and preparation of financial statements with meaningful analysis. The accountant will work closely with the Chief Financial Officer to support financial accuracy, compliance, and data-driven decision making for a growing organization. The ideal candidate demonstrates exceptional attention to detail, strong Excel proficiency, sound judgment, and the ability to think critically while managing multiple priorities.

Requirements

One to three years of relevant accounting experience
Solid understanding of Generally Accepted Accounting Principles (GAAP)
Advanced proficiency in Microsoft Excel, including pivot tables, XLOOKUPs, charts, and financial modeling
Strong written and verbal communication skills
Highly detail-oriented with a strong commitment to accuracy and data integrity
Excellent analytical and problem-solving abilities
Ability to take initiative and work independently while collaborating effectively with a team
Ability to produce high-quality work in a fast-paced, deadline-driven environment
Demonstrated professionalism and commitment to confidentiality
Bachelor of Science in Accounting required

Nice To Haves

Public accounting audit experience preferred

Responsibilities

Provides comprehensive accounting and financial support, including reporting, analysis, audit preparation, and benefit-related administration.
Review, process, and manage accounts payable, including responding to and investigating vendor inquiries
Perform monthly balance sheet account reconciliations and maintain detailed supporting schedules using advanced Excel functionality such as XLOOKUP, pivot tables, IF statements, charts, and financial models
Execute month-end close activities and prepare financial statements with analysis of budget-to-actual and prior-year variances
On a quarterly basis, prepare billing, commission calculations, and related cash flow and reporting schedules
Prepare schedules and provide documentation to support the annual audit process
Assist with preparation and distribution of required employee communications related to the 401(k), ESOP, and benefit plans
Develop and maintain financial models, ad hoc analyses, and special projects as requested