Virtual CFO Senior Accountant

Anders
•$75,000 - $85,000

About The Position

The Virtual CFO Senior Accountant works in Anders’ Virtual CFO Department, overseeing accounting services, month-end close, and financial preparation for clients across a variety of industries. The role provides clients with timely, accurate financial information to support business decisions and covers activities ranging from accounts receivable, accounts payable, and bank reconciliations to cash flow forecasting and monthly financial statements. The accountant may also help clients transition their accounting processes to cloud-based platforms and contribute to the development of the firm’s growing Virtual CFO service line. The position involves client interaction and collaboration, along with improving accounting processes, controls, and reporting. The successful candidate will work independently on expanding responsibilities, communicate with clients and other stakeholders, and adapt to evolving policies, procedures, and technology.

Requirements

  • Bachelor’s degree in Accounting.
  • 3–5 years of related experience.
  • CPA or working toward CPA.
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Advanced QuickBooks or QuickBooks Online experience.
  • Familiarity with cloud-based software applications.
  • Ability to work independently with expanding duties and responsibilities.
  • Excellent client service skills and ability to interact with all levels of management.
  • Ability to think critically through accounting and process issues, identify root causes, resolve reconciliation challenges, and implement sustainable solutions.
  • Strong organizational and time-management skills, including ability to manage multiple projects simultaneously.
  • Strong communication skills.
  • Authorization to work in the United States now and in the future without requiring sponsorship.

Nice To Haves

  • Experience with other general ledger packages.

Responsibilities

  • Handle day-to-day accounting transactions for complex clients, including transaction categorization, bank reconciliations, accounts payable, and accounts receivable.
  • Prepare weekly cash flow forecast reports and presentations.
  • Complete monthly bank and credit card reconciliations.
  • Prepare monthly journal entries and close the general ledger.
  • Maintain fixed asset schedules and the chart of accounts.
  • Provide timely, accurate, and complete reports on clients’ financial condition, including analysis of results.
  • Maintain an orderly accounting system and controls over accounting transactions.
  • Offer financial advice and solutions to help clients succeed.
  • Assist clients in transitioning to cloud-based platforms.
  • Contribute to the team’s evolving policies, procedures, technology, and client experience.
  • Prepare client sales tax returns, year-end 1099 returns, and property tax declarations.
  • Represent the firm in dealings with clients, vendors, business partners, and other service lines and niches.
  • Work toward compliance while meeting client goals.
  • Comply with local, state, and federal government reporting requirements.
  • Improve reconciliation and accounting processes by diagnosing root causes of variances, strengthening workflows and controls, and ensuring accurate and timely financial reporting.

Benefits

  • Professional development opportunities.
  • Benefits supporting mental, physical, and financial wellness.
  • Work Flex program offering the opportunity to work at the Chesterfield office, Downtown St. Louis office, remotely, or in a hybrid arrangement, and to switch between these options.
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