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Skills
Accountingunmatched
Bank Managementunmatched
Billingunmatched
Budget Forecastingunmatched
Budget Managementunmatched
Budgetingunmatched
Cash Flowunmatched
Compensation and Benefitsunmatched
Constructionunmatched
Corrective Actionunmatched
Credit Cardsunmatched
Federal Taxunmatched
Financial Analysisunmatched
Financial Operationsunmatched
Financial Projectionsunmatched
Financial Reportingunmatched
Financial Servicesunmatched
Financial Statementsunmatched
Flexible Spending Accountsunmatched
Forecastingunmatched
General Ledger Accountingunmatched
Leadershipunmatched
Microsoft Officeunmatched
Operational Supportunmatched
Payroll Administrationunmatched
Procedure Implementationunmatched
Regulatory Complianceunmatched
Reimbursementunmatched
Retirement Planunmatched
State Taxunmatched
Systems Maintenanceunmatched
Time Managementunmatched
Vendor/Supplier Relationsunmatched
Description
The Staff Accountant is responsible for safeguarding the financial integrity and operational soundness of a multi-office financial services practice. This role provides leadership in managing day-to-day accounting operations while supporting the organization's overall financial health and long-term growth. Working closely with senior leadership, the Staff Accountant ensures accurate financial reporting, effective internal controls, regulatory compliance, and strategic budget oversight to drive informed decision-making and operational excellence.
Job Duties and Responsibilities
Collaborate with senior leadership to ensure the accuracy and integrity of all office accounting records.
Oversee vendor relationships and administer payroll activities for office staff.
Process financial representative commissions and allowances in a timely and accurate manner.
Administer employee benefit plans, including medical, retirement, and cafeteria plans.
Establish and maintain systems of internal controls to safeguard financial assets.
Monitor and manage all banking activities.
Prepare and manage quarterly tax submissions to the IRS and coordinate with external accountants on annual federal and state tax filings.
Educate new financial representatives on compensation structures, including commissions, fees, and bonuses.
Manage corporate credit card billing, receipt collection, and financial reporting.
Monitor financial representative indebtedness and administer collection procedures as necessary.
Forecast and prepare operational budgets and regularly analyze financial statements against budget projections, recommending corrective action as needed.
Monitor and optimize cash flow, including home office reimbursement plans.
Qualifications
Bachelor's degree in Accounting.
Three or more years of accounting experience, including financial statement preparation, general ledger maintenance, annual tax filings, payroll processing, and benefits administration.