Senior Accountant

Pro Document Solutions•Porterville, CA

About The Position

The Senior Accountant takes ownership of complex customer billing, reconciliation, and invoice review in a fast-paced print manufacturing environment. The role calls for accuracy, curiosity, and practical problem-solving, including investigating discrepancies, tracing their sources, determining what should have happened, and correcting underlying issues. The position works with job coordinators, purchasing, and sales teams to prepare accurate, timely invoices for business forms and election customers. It is designed to expand into broader accounting responsibilities, including month-end processes, account reconciliation, financial review, internal controls, and potentially Controller-level responsibilities for the right candidate. Role development is organized into three phases, with monthly progress reviews until expectations are successfully mastered, after which reviews are annual. Phase 1 focuses on billing, job reconciliation, discrepancy investigation, customer requirements, and understanding how operational activity flows into the accounting system. Phase 2 expands into balance-sheet reconciliations, journal entries, month-end close, revenue analysis, audit support, process improvement, and internal controls. Phase 3 involves increasing responsibility for the general ledger, close process, financial reporting, accounting procedures, and oversight of accounting functions. The position reports to the Chief Financial Officer for accounting functions and assists the local office manager with accounting-related matters as needed. The role also assists the Coordinator Lead in checking that department’s accounting work before invoicing. The work involves extended periods of sitting, regular keyboarding and operation of office equipment and telephones, and moderate lifting up to 10 pounds. Overtime and weekend work may be needed.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or demonstrated 5–7 years of advanced accounting work experience.
Minimum of 5–7 years of progressive accounting experience.
Experience with month-end and year-end close processes.
Strong background in general ledger accounting, account reconciliations, and financial reporting.
Advanced knowledge of Generally Accepted Accounting Principles (GAAP).
Proficiency in Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, and financial analysis functions.
Strong understanding of financial statement preparation and analysis.
Experience with budgeting, forecasting, and variance analysis.
Knowledge of internal controls and compliance requirements.
Strong problem-solving, analytical, critical-thinking, and discrepancy-investigation skills, with follow-through to resolve issues accurately.
Solid understanding of accounting debits and credits.
Experience with California sales tax guidelines.
Experience creating Adobe Acrobat binders.
Customer account maintenance experience.
Working knowledge of Outlook email and Microsoft Office.
Strong organization and multitasking skills in a fast-paced environment.
Excellent math and English aptitude.
Strong character, ability to thrive under pressure, and interest in supporting a motivated, productive team.
Willingness and enthusiasm to take on new tasks and pursue upward mobility.
Ability to work overtime and weekends as needed.
Ability to lift up to 10 pounds, sit for long periods, and regularly use hands and fingers to keyboard and operate office equipment and telephones.

Nice To Haves

Prior accounting experience in a print environment.
Prior experience using Sage 50 or other accounting software.
Experience working with ERP systems such as SAP, Oracle, NetSuite, or Microsoft Dynamics.

Responsibilities

Ensure invoices are properly posted and aligned with accrual-based pass-through costs such as freight and postage.
Assemble supporting documentation for customer invoices, including Bills of Lading, packing lists, freight charges, postage receipts, and job envelopes.
Generate invoices within five days of shipping, track jobs, and manage time effectively.
Create postage deposit invoices in Sage, attach supporting documents, email invoices, track payments, and reconcile associated USPS logs.
Work with Purchasing/Inventory Control to track product purchases and billing for envelopes and other items.
Provide accounts receivable and invoice ledgers to the sales team and assist with collections upon request.
Review and send monthly statements using Sage 50 accounting software.
Mail or email customer invoices and statements.
Coordinate with the Credit Manager, customer service team, and shipping department regarding pre-production credit checks.
Perform advanced reconciliations, discrepancy research, month-end tie-outs, audit support, and petty cash reconciliation.
Maintain the manual check register and enter related transactions.
Support the customer service department during busier periods.
As the role expands, take on balance-sheet reconciliations, journal entries, month-end close, revenue analysis, audit support, process improvement, and internal controls.
As the role develops, take increasing responsibility for general ledger integrity, the close process, financial reporting, accounting procedures, and supervision or oversight of accounting functions.
Assist the local office manager with accounting-related work and assist the Coordinator Lead in checking accounting work before invoicing.
Perform other duties as assigned.