Senior Accountant

This is a remote position.

Job Description:

• Lead and motivate a team to achieve shared goals and maintain a positive, collaborative environment.

• Supervise staff accountants’ work and provide constructive feedback.

• Manage time effectively, prioritize urgent tasks, and handle multiple projects efficiently.

• Communicate professionally with clients and internal teams via Slack, email, and phone calls.

• Participate in weekly client calls and confidently lead discussions on AR, AP, and cash flow.

• Support month-end close processes including reconciliations, financial analysis, and cash flow reporting.

• Review and evaluate financials, workpapers, and processes; suggest and implement improvements.

• Manage client expectations and maintain boundaries to ensure productive and respectful interactions.

• Maintain and update internal tracking systems (e.g., Airtable) to support efficient operations.

• Adapt to client software/platform changes and lead transitions with updated internal processes.

• Mentor and train staff accountants, supporting their growth and maintaining quality standards.

General Soft Skills:

• Strong leadership and mentoring abilities.

• Excellent time management and organizational skills.

• Clear and professional communication skills (both written and verbal).

• Ability to work independently and collaboratively.

• Open to feedback and continuous improvement.

Technical Skills:

• Advanced knowledge of:

  • QuickBooks

  • NetSuite

  • Bill.com

  • Merchant platforms (Amazon, Shopify, Stripe)

  • Payroll

  • Accounts Payable (AP) and Accounts Receivable (AR)

  • Cash flow tools

  • Excel (intermediate to advanced level)

• Ability to follow and develop workpapers and checklists.

Client Management:

• Skilled in leading weekly AR, AP, and cash flow meetings.

• Ability to prioritize client requests based on urgency and importance.

• Experience supporting full balance sheet reconciliations and P&L analysis.

• Understand client businesses and internal processes.

Team Management:

• Experience cultivating and leading successful teams.

• Ability to train and review close work of staff accountants.

• Ability to clearly set and maintain staff expectations on communication and time management.

• Ability to maintain and update internal systems to reflect current project status and deadlines.

Additional Expectations:

• Uphold quality standards by using provided templates and processes.

• Participate actively in ongoing internal training.

• Proactively suggest improvements to enhance team efficiency and quality.

• Maintain updated calendar availability for workload planning.

• HMO Coverage in eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job