Senior Accountant

Overview

We are looking for a Senior Accountant to take a key role in the accounting activities for our multi-entity Holding Company. The Senior Accountant's responsibilities will include preparing financial reports, maintaining the general ledger, owning the monthly/quarterly accounting close, performing account reconciliations, and assisting with tax and audit preparations.

We are looking for an analytical, self-motivated, individual who is experienced in accounting and financial analysis with ability to work in a high-growth, dynamic environment. The ideal person will balance a positive, team first attitude with a willingness to roll-up-their sleeves, allowing them to seamlessly function as a strong individual contributor and a collaborative team player. This role will report to the Director of Accounting and Corporate Controller at Evergreen.

Responsibilities

• Handle accounting activities for all holding company entities, ensuring accurate and timely financial reporting.
• Manage and accurately complete the financial month/quarter-end accounting close process.
• Lead the month-end close process. Ensure the accuracy of entries to ledger accounts and reconcile subsidiary ledger accounts, including intercompany, to the general ledger.
• Monthly Holding Company close, including working with the Holding Company teams to review expense accruals, and reporting of Holding Company performance with variance analysis.
• Maintain financial records and ensure that financial transactions are properly recorded.
• Manage the accounts payable function, ensuring accuracy, timeliness, and adherence to company policies.
• Manage the end-to-end process of accounts payable transactions, ensuring accuracy and adherence to both tax regulations and established policies and procedures.
• Implement internal controls to mitigate financial and compliance risks associated with accounts payable processes.
• Conduct regular audits to identify and rectify discrepancies, maintaining the integrity of financial records.
• Foster positive relationships with vendors, addressing inquiries, and resolving issues promptly to ensure a smooth and collaborative payment process while adhering to tax and regulatory requirements.
• Collaborate with cross-functional teams to identify and implement process improvements, enhancing efficiency and effectiveness.
• Collaborate closely with the tax advisors to provide comprehensive financial information, supporting the preparation of tax returns and ensuring compliance with all relevant tax regulations.
• Assist with audit preparation and audit requests.
• Lead all administrative tasks for accounting and finance organization.
• Drive process improvement and assist with miscellaneous projects, compliance tasks and other ad-hoc accounting.
• Identify opportunities for process improvements within the accounting function, implementing changes to enhance efficiency and accuracy.
• Key contributor in major accounting team projects across Evergreen (e.g. system migrations, streamlining processes/controls, compliance with new accounting guidance, metrics tracking, etc.)
• Manage and accurately complete financial analytics.

Requirements

• 2+ years’ experience in accounting or related field, with a solid understanding of US GAAP, preferably in Financial Services or IT space.
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• Proven ability to handle multiple projects simultaneously.
• Experience in month-end close, creating journal entries and working with general ledger software.
• Experience with our core financial portfolio systems a plus – QuickBooks, Bill.com, Expensify, Microsoft Dynamics Business Central, and Power BI
• Ability to identify issues, flag to management, and participate in timely and appropriate research and resolution.
• Ability to read and analyze financial reports. Can present financial information in a logical manner.
• Experience supporting financial audits and tax requirements.
• Progress toward CPA desired or other professional designation is a plus.

Personal Characteristics

• Analytical – finds meaning and action in numbers and is a data-driven decision-maker.
• Organized and able to prioritize.
• Willingness to dive-in where needed in a lean, fast-paced acquisitive environment.
• Interest in growing with the company, as Evergreen expands across new and existing industries.
• Impeccable integrity and ethical standards.
• Works collaboratively and energetically.
• Excellent communicator – written and oral.
• Self-aware, accepting, honest, open, and respectful of others.
• Ability to create and execute on processes using best practices.

Other Information

• This role is primarily remote (preference for those around Chicago, IL or Columbus, OH)
• Quarterly travel to our HQ in San Francisco is required
• The salary range for this role is $110K - $120K base + up to a 20% bonus
• Competitive benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more (for full time employees).