Senior Associate

Role & responsibilities

Client Account Management

• Manage a diverse portfolio of US based client accounts, ensuring deliverables are met on time and within budget
• Perform daily, monthly, quarterly, and annual bookkeeping for multiple US based clients, including, but not limited to bank reconciliations, accounts payable/receivable, sales taxes and payroll processing.
• Assist US based Controllers with financial statement preparation, including, but not limited to income statements, balance sheets, and cash flow statements.
• Identify opportunities for streamlining client accounting processes and suggest technology or software solutions where applicable.
• Stay up to date with industry trends, regulations, and best practices to ensure services are efficient and compliant.

Preferred candidate profile

Experience:

• Minimum of [3] years of experience in accounting or bookkeeping working with a variety of industries.
• Experience working with outsourced clients is highly desirable.
• Minimum of (3) years experience in accounting software such as QuickBooks Online or Xero. ERP systems such as Sage Intacct or Netsuite are a plus.

Software Proficiency:

• Proficient in the use of Microsoft Office Suite, specifically Word, Excel, PowerPoint, Thompson Reuters, and other AI audit tools preferred.
• Proficiency working with pdf documents.
• Familiarity with ERP systems is a plus.
• Experience with generative AI such as CoPilot.