Senior Accountant I

Lima One Capital • Greenville, SC

20d • Onsite

About The Position

Lima One Capital is seeking a technically fluent Senior Accountant I to join their Accounting team. This role is central to the company's growth and involves architecting efficient data workflows, owning key aspects of the monthly close, financial reporting, and reconciliation in a fast-paced, high-volume real estate lending environment. The position utilizes an AI-embedded ERP (Campfire) and requires connecting and optimizing technology ecosystems including Campfire, Snowflake, Tableau, SQL, Claude, and Shortcut. The focus is on creating scalable, integrated solutions to reduce manual effort, eliminate data silos, and enable the team to deliver insights rather than just moving data. The ideal candidate combines strong accounting fundamentals with intellectual curiosity, initiative, and a passion for using technology to modernize financial operations, demonstrating integrity, a strong work ethic, confidence in driving change, and excitement for building the future of accounting through automation and AI.

Requirements

• 5+ years of experience in accounting
• Moderate to advance level of Excel knowledge
• Tech-savvy with a genuine interest in working across modern accounting and data platforms; experience with accounting ERP systems and familiarity with Campfire, Snowflake, Tableau, or AI-assisted tools (Claude, Shortcut) a strong plus
• Working knowledge of SQL for querying and analyzing data; basic coding or scripting experience (e.g., Python) is a plus for automating reports and streamlining data analysis
• Ability to work in a challenging and rewarding environment that provides great avenues for personal development
• Strong organizational skills with proven ability to manage multiple priorities and meet strict close deadlines; experience working in a SOX-compliant environment preferred
• Possess a mindset for perpetual process improvement and efficiency

Nice To Haves

• Experience at a high-volume mortgage loan originator or servicer is preferred but not required

Responsibilities

• Own assigned areas of the month-end, quarter-end, and year-end close, ensuring tasks are completed accurately and on time
• Serve as a power user of the Campfire ERP, leveraging its embedded AI capabilities to process transactions, maintain the general ledger, and execute close activities
• Design and maintain workflows that connect Campfire, Snowflake, Tableau, and AI tools (Claude, Shortcut) so data flows cleanly between systems without manual rework or duplicate entry
• Write, troubleshoot, and optimize SQL queries against the Snowflake data warehouse to extract, validate, and reconcile financial data in support of reporting and reconciliation activities
• Leverage AI tools including Claude and Shortcut to draft reports, analyze data, and automate repetitive tasks, freeing capacity for higher-value analysis
• Build and maintain Tableau dashboards and visual reports to communicate financial trends to leadership
• Properly record business transactions for loan funding and the sale of all products
• Review bank accounts daily for loan funding and sale transactions
• Reconcile monthly bank and loan account balances
• Maintain supporting schedules and balance sheet account reconciliations
• Partner with Accounts Payable on vendor accruals and cutoff testing
• Maintain compliance with Sarbanes-Oxley requirements
• Prepare internal and external financial reports, ensuring accuracy and completeness of data
• Review Staff Accountant processes and journal entries, providing coaching and feedback
• Contribute to process improvement and automation initiatives across the Accounting team

Benefits

• Medical, Dental and Vision Insurance
• Life Insurance, Short-Term Disability, and Long-Term Disability
• Hospitalization and Accidental Insurance
• Flexible Spending Accounts – Health and Dependent Care
• Health Savings Account
• Safe Harbor 401K with company match
• Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care)
• Pet Insurance
• 12 paid time off days
• 5 sick days
• 12 paid holidays
• Continuous learning opportunities
• Dedicated mentorship
• Parking is paid for

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed