Senior Accountant 16774344

Cherry Bekaert•Charlotte, NC

15d•Hybrid

About The Position

Cherry Bekaert is partnered with a stable, well-established financial organization in Uptown Charlotte to identify a Senior Accountant for a contract-to-hire opportunity. This organization is known for its exceptional employee tenure, collaborative culture, and long-term stability. The team is small, highly experienced, and values trust, accountability, and strong working relationships. This role offers meaningful ownership, leadership exposure, and flexibility once fully ramped up. About the Organization Small, community-focused financial services organization Approximately 10 employees with an average tenure well over a decade Tight-knit, family-oriented culture with strong leadership accessibility Emphasis on accuracy, compliance, and long-term organizational health Position Overview The Senior Accountant is responsible for overseeing all accounting operations, maintaining strong financial systems, and delivering accurate, timely financial reporting to leadership and governing bodies. Reporting directly to the organization’s senior leadership, this role plays a key part in financial oversight, compliance, and strategic support.

Requirements

Bachelor’s degree in Accounting or related field
Strong understanding of GAAP, financial reporting, and compliance
Ability to work independently while partnering closely with leadership
Experience with Flexcutech or similar financial institution systems is strongly preferred
Small-team environment requiring hands-on ownership and attention to detail

Nice To Haves

CPA preferred, but not required
Prior experience in financial services or similarly regulated environments preferred

Responsibilities

Prepare monthly financial statements by the 17th of each month, including all required statistical and regulatory reports for leadership and board review
Post general ledger entries, verify totals, and ensure daily reconciliation with system-generated reports
Review all general ledger and subsidiary account activity for accuracy and GAAP compliance
Perform monthly reconciliations of all bank, corporate, and investment accounts
Ensure proper safeguarding, security, and retention of all accounting records
Verify integrity and completeness of accounting data backups
Prepare and submit required federal and state filings, including Form 990 and quarterly regulatory call reports
Develop the annual operating budget and prepare final documentation for approval each November
Conduct long-range financial trend analysis to support forecasting and strategic planning
Serve as the primary point of contact for external auditors and regulatory examiners
Ensure compliance with all federal, state, and local accounting, corporate, and payroll tax regulations
Maintain and enhance accounting systems to ensure compliance with applicable laws and reporting requirements
Review and update accounting policies and procedures annually
Complete annual continuing education to stay current on accounting standards and regulatory changes
Process bi-weekly payroll through a third-party provider, ensuring accuracy and timely submission
Ensure payroll reporting and tax filings are completed in compliance with applicable regulations
Maintain accounting oversight for a $20–$30 million investment portfolio
Collaborate with approved investment partners to ensure alignment with established strategies and policies
Reconcile and balance daily work and reporting from various departments
Manage annual IRA distributions in compliance with applicable regulations
Oversee the organization’s record retention program