Staff Accountant

We are looking for a financial controller to join our team and oversee the accounting and financial operations of our company. You will be responsible for managing the accounts payable, accounts receivable, payroll, financial reporting, tax compliance, and customer service functions. You will also provide financial analysis and insights to support the strategic decision-making of the management.

To be successful in this role, you should have a bachelor’s degree in accounting, finance, or a related field, and at least five years of experience in a similar position. You should also have a CPA certification or equivalent, and be proficient in ConnectWise Manage, QuickBooks, Microsoft Business Central (formerly Dynamics), ConnectBooster, Excel, and other accounting software. You should have strong analytical, communication, and organizational skills, and be able to work independently and collaboratively with a team.

As a financial controller, you will:

• Manage the accounts payable function, including invoice verification, credit card reconciliation, payment processing, vendor communication, expense classification, payment scheduling, and check writing.
• Manage the accounts receivable function, including client invoice preparation, customer invoicing, chargeable time review, payment tracking, account reconciliation, credit management, collections management, and reporting.
• Prepare monthly financial statements, budget vs. actual analysis, cash flow forecasting, revenue estimate/attrition, financial KPI management, and other financial reports as needed.
• Ensure compliance with tax laws and regulations, and prepare and file tax returns and reports for federal, state, and local authorities.
• Perform payroll processing, tax withholdings and filings, employee benefits administration, and reporting.
• Follow accounting policies, procedures, and internal controls to ensure accuracy, completeness, and timeliness of financial data and transactions.
• Coordinate and support external audits and reviews, and provide documentation and information as requested.
• Research and resolve accounting issues and discrepancies, and provide recommendations for improvement.
• Stay updated on accounting standards, best practices, and industry trends, and implement changes as necessary.
• Perform other duties as assigned by the management.
• Manage the ConnectWise Manage function, including process sales orders, create agreements, setup company finance in CW, setup project finance in CW, agreement sync and reconciliation with vendor, create downpayment invoices, create monthly agreement invoices, create standard invoices, reconcile invoices, import POs and invoices from ConnectWise to QuickBooks (later in 2024 Microsoft Business Central/Dynamics).
• Manage the QuickBooks function, including accounts payable, accounts receivable, reconciliations, credit card transactions, bank accounts, and assist in monthly close procedures.
• Manage the customer service function, including work with clients on invoice questions, onboarding new clients with payment processes and procedures, and maintaining customer satisfaction and loyalty.