Accountant - Client Services

Job Highlights

Using AI ⚡ to summarize the original job post

Responsibilities

• Serves as primary contact with Client; manages day-to-day operations with team members
• Reviews and maintains accounting checklists
• Provides financial information to management by researching and analyzing accounting data; preparing reports
• Looks for opportunities to improve client accounting processes; inclusive of software automation
• Prepares asset, liability, and capital account entries by compiling and analyzing account information
• Documents financial transactions by entering account information
• Recommends financial actions by analyzing accounting options
• Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
• Substantiates financial transactions by auditing documents
• Maintains accounting controls by preparing and recommending policies and procedures
• Reconciles financial discrepancies by collecting and analyzing account information
• Secures financial information by completing database backups
• Maintains financial security by following internal controls
• Prepares payments by verifying documentation, and requesting disbursements
• Answers accounting procedure questions by researching and interpreting accounting policy and regulations
• Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
• Prepares special financial reports by collecting, analyzing, and summarizing account information and trends

Qualifications

Required

• 3+ years full-cycle accounting experience
• QuickBooks experience required
• Strong ability to review financials
• Excellent written and verbal communications skills
• Technically savvy, able to learn new software

Preferred

• Non-profit entity experience
• Microsoft Dynamics SL experience
• Sage, Great Plains, and/or SAGE experience
• Accounting degree
• Inventory/Manufacturing experience
• Software integration experience

About LTD Global

LTD Global operates in the professional services industry, offering accounting, administrative support, and HR services to small and mid-sized businesses, nonprofits, and government agencies. Their tailored solutions include fractional CFOs, virtual controllers, secure invoicing, accounts payable, bookkeeping, financial reporting, HR and recruitment solutions, and day-to-day office support to help clients succeed in the digital era. With two decades of experience, they aim to simplify, automate, and support activities across the enterprise while delivering efficient and cost-effective solutions.