Reports to: Director of 415 Access
Office Locations in Canton and Alliance, Ohio
Classification: Full-time
Responsibilities
- Prepare monthly balance sheet reconciliations
- Review and update general ledger accounts
- Prepare interim financial statements including supplementary schedules
- Complete monthly management reporting packages to meet client engagement deadlines
- Proactively research data and provide detailed insight on the client’s financials
- Develop and work with cash forecasting
- Maintain organized workpapers
- Helps facilitate the annual budget process for each client
- Consistently work to improve Financial, Planning & Analysis processes
Areas of Concentration
- Achieve and maintain high levels of Client Satisfaction by providing timely and accurate reports
- Work with standardized Financial, Planning & Analysis processes to increase overall efficiency
- Effectively communicate to ensure Client Peace of Mind
Qualifications
- Associates or Bachelor’s Degree in Accounting
- 3 - 5 years of verifiable work experience in the areas of responsibility
- Proficient in Microsoft Office programs, specifically Excel
- Accounting Software Experience with QuickBooks Desktop and QuickBooks Online
- Demonstrate knowledge of other general ledger accounting software
- Demonstrate knowledge of GAAP and other methods of accounting
- Demonstrate ability to interpret information and provide proactive solutions
- Strong communication/interpersonal skills
- Ability to work efficiently and to multi-task
- Client-centric approach to all matters
- Excellent communication skills via telephone, video conference, email, Teams Chat, and other formats to facilitate effective interaction with client customers and staff
About the Division
415 Access provides outsourced bookkeeping and advisory services for small businesses and non-profits. Think of us as a virtual Finance department that does everything from basic bookkeeping services like payroll and bill pay to Controller and CFO-level services such as budgeting, cash-flow management and strategic planning. As a fast-growing division we have many roles to fill within our team and are constantly looking for new talent.
Responsibilities
- Prepare monthly balance sheet reconciliations
- Review and update general ledger accounts
- Prepare interim financial statements including supplementary schedules
- Complete monthly management reporting packages to meet client engagement deadlines
- Proactively research data and provide detailed insight on the client’s financials
- Develop and work with cash forecasting
- Maintain organized workpapers
- Helps facilitate the annual budget process for each client
- Consistently work to improve Financial, Planning & Analysis processes
Areas of Concentration
- Achieve and maintain high levels of Client Satisfaction by providing timely and accurate reports
- Work with standardized Financial, Planning & Analysis processes to increase overall efficiency
- Effectively communicate to ensure Client Peace of Mind
Qualifications
- Associates or Bachelor’s Degree in Accounting
- 3 - 5 years of verifiable work experience in the areas of responsibility
- Proficient in Microsoft Office programs, specifically Excel
- Accounting Software Experience with QuickBooks Desktop and QuickBooks Online
- Demonstrate knowledge of other general ledger accounting software
- Demonstrate knowledge of GAAP and other methods of accounting
- Demonstrate ability to interpret information and provide proactive solutions
- Strong communication/interpersonal skills
- Ability to work efficiently and to multi-task
- Client-centric approach to all matters
- Excellent communication skills via telephone, video conference, email, Teams Chat, and other formats to facilitate effective interaction with client customers and staff
About the Division
415 Access provides outsourced bookkeeping and advisory services for small businesses and non-profits. Think of us as a virtual Finance department that does everything from basic bookkeeping services like payroll and bill pay to Controller and CFO-level services such as budgeting, cash-flow management and strategic planning. As a fast-growing division we have many roles to fill within our team and are constantly looking for new talent.
