Accounting & Financial Outsourcing Consultant – Equine

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute assigned month-end closing tasks and, for designated clients, manage the complete closing process with appropriate oversight.

• Generate financial statements and accompanying schedules, such as balance sheets, income statements, and cash flow statements.

• Prepare and examine recurring accounting activities, including journal entries, month-end accruals, account reconciliations, payroll processing, fixed assets, sales and use tax, payroll tax filings, and compliance schedules.

• Review selected work completed by AFO Associates for precision, completeness, and compliance with procedures; provide feedback and escalate significant issues.

• Conduct budget-to-actual comparisons, period-over-period variance analysis, trend analysis, and financial performance evaluations.

• Assist clients with budgeting, forecasting, cash flow projections, and forward-looking assessments.

• Oversee cash balances and cash flow requirements, detect deficiencies or unusual transactions, and communicate insights to engagement leaders.

• Manage the annual Form 1099 process and maintain relevant documentation.

• Aid in special projects, onboarding new clients, and implementing or converting accounting software.

• Acquire knowledge of clients’ Equine operations, entity structures, reporting needs, and accounting policies.

• Ensure accurate coding and classification across horses, farms or locations, departments, entities, and ownership structures.

• Record and reconcile transactions involving horse purchases and sales, breeding and racing operations, boarding and training, farm operations, and other Equine-related revenues and expenses.

• Prepare schedules and documentation for horse-related assets, fixed assets, inventory, ownership activities, and significant transactions.

• Reconcile bank, credit card, and operational accounts across single- and multi-entity Equine clients.

• Create recurring and ad hoc reports on operating results, cash needs, and activities by entity, location, department, or horse.

• Collaborate with client contacts and internal team members to gather documentation, address coding queries, and finalize assigned tasks.

• Facilitate Equine client onboarding by documenting processes, establishing charts of accounts and reporting dimensions, and configuring accounting workflows and technology.

• Complete relevant software training and obtain certifications.

• Enhance Equine industry knowledge through training, research, team discussions, and involvement in the AFO Equine industry vertical.

• Become a resource for selected software, processes, or Equine accounting topics and share insights with team members.

• Collaborate with a Career Advisor to set professional objectives and pursue development opportunities.

• Engage in internal training, recruiting, marketing, networking, and team-building activities.

• Enhance AFO templates, workflows, documentation, onboarding, and consistency in client service.

• Participate in the Associate Program when applicable.

⛳️ Requirements

• A Bachelor's degree or equivalent experience in accounting, finance, business, or a related field is required.

• Two to three years of progressive accounting, outsourced accounting, or related financial experience is required.

• Proficiency with month-end close, general ledger accounting, account reconciliations, journal entries, and financial statement preparation is required.

• Experience serving multiple clients or entities and managing simultaneous deadlines is preferred.

• Familiarity with horse farms, breeding or racing operations, Equine sales companies, agribusiness, or related ownership structures is preferred.

• Strong written and verbal communication skills, analytical capabilities, organizational skills, attention to detail, and professional judgment are required.

• Proficiency or experience with CaseWare, Sage Intacct, QuickBooks, Expensify, BILL, Yearli, BILL Spend & Expense (formerly Divvy), FloQast, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), SharePoint, and ShareFile is necessary.

• Occasional travel, including visits to client locations, farms, or firm offices, may be required on a very limited basis.

🏝️ Benefits

• Flexible work schedules and environment.

• Unlimited Paid Time Off (PTO).

• Paid family leave, medical leave, and maternity/paternity leave programs.

• Retirement benefits, including a top-tier employer match and automatic profit sharing.

• Telemedicine services.

• Mental health resources.

• Wellness program reimbursement.