Sr. Staff Accountant

Optima Office•San Diego, CA

2h•Hybrid

About The Position

Optima Office is a female-owned company providing outsourced accounting, fractional CFO and COO services, and HR support to over 300 companies across the United States, with a focus on the West Coast. We are a fast-growing company recognized as a "Best Place to Work" and one of the fastest-growing companies in San Diego. Our vision is to achieve the highest client and employee retention in the industry, guided by the motto "Happy Staff = Happy Clients." We emphasize work-life balance, offering flexible schedules to accommodate our employees, many of whom are working parents. This role offers flexibility, allowing you to work preferred hours paired with clients, and promotes a strong work-life balance. We are passionate about setting consultants up for success through a career development program and robust training platform. We seek purpose-driven individuals who enjoy partnering with like-minded clients.

Requirements

Bachelor’s degree in accounting, finance or general business.
3 years’ experience in accounting or finance.
Reliable means of transportation and ability to visit clients on-site in San Diego at least 2 days a week.
Thorough knowledge of accounting and corporate finance principles and procedures.
Experience with QuickBooks and/or other automated accounting systems.
Strong experience with Microsoft Excel, Access, and Word.
Strong organization, verbal, and written communication skills.
Demonstrated ability to work with minimal supervision and administer multiple projects and deadlines.
Possess analytical skills with particular attention to detail and confidentiality.
Ability to multi-task, work under pressure and meet deadlines.

Nice To Haves

A variety of industry and software experience is considered a huge plus, but not required for staff level positions.
CPA

Responsibilities

Administer and/or maintain one or a combination of generally accepted accounting systems.
Provide record of assets, liabilities, and other financial transitions.
Provide basic accounting procedures; financial statement preparation, month end closing (i.e. balance sheets, income statements and cash flow statements).
Prepare journal entries and general ledger maintenance, inventory roll forwards, fixed assets, and margin analysis, supporting schedules for financial statements preparation.
May maintain various reports and schedules including payment cycle by week, delinquent invoice analysis, aged balance totals, warranty subsidiary logs, overdue invoice reports.
Prepare and distribute invoices to customers as required.
Coordinate and control input to sales analysis.
Ensure invoices comply with the contractual billing requirements.
Assist in outside audits as requested.
Payroll processing.
Assist CPA with annual financial and 401K audits by serving as company liaison with auditors.
May communicate with customers to address any past due invoices on their account and providing weekly status updates to management.
Make financial data available for management team and clients upon request.