Senior Accountant (In-Person role)

J.S. Held•Solana Beach, CA

1d•Onsite

About The Position

We are seeking a dedicated individual to join our team as a Sr. Accountant - Senior Associate. This is not a typical corporate Accounting role. The successful candidate will be responsible for accounting functions for external clients of the firm, rather than the firm itself. This role will be an integral part of our team of experienced accountants, and the ideal candidate will be highly organized, task-oriented, and comfortable with managing the uncertainties typical in client-facing accounting operations. This position plays a critical role in maintaining our established core group within the department and ensuring smooth financial transactions for our clients. The position is based in the San Diego County area, with expectations to work in the office 5 days a week, full-time.

Requirements

A strong understanding of accounts payable and/or accounts receivable functions.
Strong organizational skills with attention to detail.
Ability to work independently and within a team environment.
Proficiency in ERP systems and Microsoft Office Suite, particularly Excel, Yardi, QuickBooks, and online treasury management portals.
Effective communication skills and a customer-service orientation.
Understanding of billable hour workflow and ability to work in a billable hour environment.
Must be able to sit for long period of time
Must be comfortable to work in a remote and/or hybrid environment
Must be flexible to work outside of the 8:30am – 5:30pm business hours if needed
Must be flexible to travel

Nice To Haves

Associate's degree or higher in Accounting or related field.
Familiarity with handling billing and collections in a professional services environment.
Experience in using accounting software and conducting reconciliations.
At least 3-5 years of professional client-facing accounting experience in a billable setting.

Responsibilities

Assist the Controller with project management tasks and financial analysis.
Prepare and maintain accurate financial accounting data.
Support and lead project accounting work, including organizing AP, invoices, and vendor communication.
Collaborate with department heads and supporting staff to follow up on requests and ensure accuracy in financial reporting.
Assist with treasury management, reviewing financial transactions with a high level of detail and accuracy.
Prepare cash flow projections for various projects as needed.
Prepare bank reconciliation and monthly financials
Prepare financial packet for quarterly reports.
Review AP payments, including wires, ACH, Bill Pay, and checks.
Help prepare and distribute financial statements.
Support other internal teams as needed.
Adhere to project timelines and deliverables.
Contribute in the development and improvement of internal processes and procedures.
Perform administrative tasks such as opening accounting-related mail, scanning checks, and recording deposit slips as needed.
Demonstrate problem-solving skills in a fast-paced environment.
Maintain high ethical standards and credibility in all interactions.