Lead Accountant / CFO
About The Position
The Lead Accountant is an essential member of USSI’s Accounting team and supports day-to-day accounting operations, including accounts payable, cash activity, account reconciliations, journal entries, financial reporting, and month-end and year-end close activities. The role ensures accounting transactions and financial records are processed accurately and timely and provides support to members of the Executive Management Team. The position supports financial reporting, accounting projects, analyses, internal and external audits, and process improvements. It also provides accounts payable and accounts receivable support, including invoice processing, payment tracking, client billing, collections follow-up, and resolving vendor or customer inquiries. The role requires integrity, honesty, respectful treatment of others, and support for an ethical and compliant culture. This is an in-person position at the company’s corporate headquarters in Lake Mary, Florida, and involves participating in collaborative, in-person business activities as required.
Requirements
- Proficiency in QuickBooks accounting software and Microsoft Office applications, including Excel, Outlook, and Word.
- Strong attention to detail and accuracy when processing financial data, reconciling accounts, and preparing accounting documentation.
- Excellent organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Ability and willingness to learn, adapt to new processes, and take on additional responsibilities.
- Ability to work independently with minimal supervision and collaborate effectively with cross-functional teams and stakeholders.
- Ability to handle sensitive and confidential financial information with discretion, professionalism, and sound judgment.
- Strong written and verbal communication skills, including the ability to communicate financial information to finance and non-finance personnel.
- Ability to work onsite at the company’s corporate headquarters in Lake Mary, Florida, and participate in in-person business activities as required.
- Strong problem-solving and analytical skills, including the ability to identify issues, recommend solutions, and support process improvement.
- Commitment to promoting an ethical and compliant culture, including integrity, honesty, and respectful treatment of others.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, or a related field.
- Previous accounting, accounts payable, bookkeeping, or ERP system experience.
Responsibilities
- Prepare, review, and post daily cash activity, including cash receipts, disbursements, and other banking activity; verify accuracy and maintain supporting documentation.
- Complete monthly bank and general ledger account reconciliations, investigate discrepancies, resolve outstanding items, and ensure balances are accurate and supported.
- Prepare and post journal entries, including accruals, adjustments, and reclassifications, and maintain supporting schedules and documentation.
- Support monthly and annual close processes by preparing reconciliations, analyzing account activity, completing close tasks, producing client invoices, and meeting reporting deadlines.
- Assist with financial reports, management reporting packages, and ad hoc analyses by compiling, reviewing, and validating financial information.
- Participate in special projects, process improvement initiatives, financial analyses, and system enhancements; provide insights and recommendations to improve efficiency and financial controls.
- Support accounts payable and accounts receivable functions, including invoice processing, payment tracking, client billing, collections follow-up, and responding to vendor or customer inquiries.
- Assist with internal and external audits by gathering documentation, preparing schedules, responding to inquiries, and organizing financial records.
- Perform additional accounting, administrative, and analytical duties as assigned.
Benefits
- Company-paid team member healthcare at 100%.
- Company-paid basic life insurance, LTD, and AD&D.
- Option to add a dental plan, vision plan, and ancillary benefits.
- Option to enroll in a Health Savings Account plan.
- 401(k) plan with a discretionary company match.
- Accrued vacation and sick time.
- Seven paid national holidays annually.
- One paid birthday holiday annually.
- Three paid floating holidays annually.
- Company parties and retreats for team members and a guest.
- Holiday bonus.
- Regular team appreciation lunches.
- Company-paid continuing education.
- Annual reviews that include discretionary salary increases.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
