Outsourced Accounting Senior Associate

CBIZ•Providence, RI

17h•Hybrid

About The Position

This role involves overseeing accounting operations for assigned clients, ensuring accurate and timely financial reporting, and managing client relationships. The Senior Associate will be responsible for the month-end and year-end closing processes, preparing financial statements, and conducting account reconciliations. They will also serve as the primary contact for client audits, manage tax form preparation, and recommend improvements to internal controls and procedures. Additionally, the role includes training and supervising junior accounting staff.

Requirements

Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs

Nice To Haves

Knowledgeable on complex accounting issues and treatment, proficient in accounting research
Proficient knowledge of the clients accounting software packages

Responsibilities

Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements.
Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs.
Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances.
Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations.
Maintain deep understanding of the accounting operations within each assigned client.
Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client.
Lead the engagement team in preparation for clients audits as the main contact with external auditors.
Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s.
Recommend, design, and implement any necessary policy controls and procedures.
Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters.
Train, coach and mentor staff accountants.
Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion.
Assist in growth, development and training of staff.