Staff Accountant

Optima Office•San Diego, CA

7d•Hybrid

About The Position

Optima Office is a fast-growing, 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 were voted a Best Place to Work since 2020 and recognized as the 10th fastest-growing company in San Diego in 2022. 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. Half of the company's profits are distributed as bonuses, and we host fun company events. We are looking for adaptable, technically strong, proactive communicators who are kind, collaborative, and self-starters to join our team.

Requirements

Bachelor’s degree in accounting, finance or general business is required, but an associate’s degree in finance or business administration will be considered.
Willing and able to work in a Hybrid capacity - 3 days in office (San Diego)
Thorough knowledge of accounting and corporate finance principles and procedures.
Experience with QuickBooks and/or other automated accounting systems.
Must have strong experience with Microsoft Excel, Access and Word.
Strong verbal and written communication skills.
Strong interpersonal, supervisory and customer service skills.
Ability to multi-task, work under pressure and meet deadlines.
Strong attention to detail and confidentiality.
Understand debits and credits.

Nice To Haves

A variety of industry and software experience is considered a huge plus, but not required for staff level positions.
Proven working experience in accounting or relevant field.
CPA
QB, Appfolio, Netsuite, Intacct, Yardi, and/or Deltek experience.

Responsibilities

Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.
Maintain and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.
Analyze information and options by developing spreadsheet reports, verifying information.
Prepare general ledger entries by maintaining records and files; reconciling accounts.
Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
Develop and implements accounting procedures by analyzing current procedures; recommending changes.
Answer accounting and financial questions by researching and interpreting data.
Provide accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
Protect organization by keeping information confidential and secure.
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Accomplish accounting and organization mission by completing related results as needed.
Enter accounts payable, create invoices, collections, post payments, follow-up on customer and vendor requests.