Lead Accountant

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

📋 Description

• Oversee the monthly closing process for designated complex client entities.

• Create intricate journal entries, accruals, allocations, and adjustments.

• Prepare and examine balance-sheet account reconciliations while investigating discrepancies.

• Conduct flux analysis for balance-sheet and income-statement accounts.

• Address non-routine transactions, multi-entity and intercompany activities, as well as complex closing issues requiring high levels of judgment.

• Research accounting inquiries and document conclusions in accordance with GAAP standards.

• Implement fund-accounting, grant, and restricted-revenue principles when applicable.

• Draft technical memos and supporting documents.

• Act as a resource for challenging accounting inquiries.

• Review the work of Staff Accountants, providing coaching and constructive feedback.

• Assist in the onboarding and training of new team members.

• Prepare and review audit schedules and related documentation.

• Support the preparation of financial statements and management reports.

• Monitor and address audit adjustments and recommendations.

• Lead accounting efforts for client onboarding, offboarding, balance-sheet cleanup, and complex transitions.

• Establish opening balances, chart-of-accounts mapping, and closing procedures.

• Collaborate with Payroll, Accounts Payable, Client Management, Financial Operations, and Compliance teams.

• Identify and rectify upstream data issues.

• Enhance workpapers, templates, closing checklists, system practices, and training materials.

• Serve as a subject matter expert in designated accounting areas, processes, or systems.

• Develop process documentation, desk procedures, and job aids.

• Facilitate training and knowledge-sharing sessions.

• Represent SME areas in system upgrades, user testing, and collaborative improvement initiatives across teams.

• Participate in special projects aimed at improving service delivery and financial transparency.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or a related discipline.

• CPA certification or progress toward CPA is advantageous.

• A minimum of four years of progressive accounting experience, including monthly closings, reconciliations, account analysis, and audit preparation is preferred.

• Solid understanding of GAAP and financial reporting standards.

• Proven ability to resolve intricate accounting challenges.

• Familiarity with Sage Intacct.

• Experience in school finance, nonprofit organizations, fund-accounting, multi-entity environments, or professional services is preferred.

• Background in enterprise accounting systems along with standardized closing, auditing, or reporting workflows is desirable.

• Exceptional attention to detail, sound judgment, confidentiality, and ability to meet recurring deadlines.

• Capability to research and elucidate complex accounting treatments, review work constructively, and mentor less-experienced accountants.

• Strong written and verbal communication skills.

• Proficiency in spreadsheets and enterprise accounting systems.

• Ability to learn and implement approved workflows and reporting tools.

• Skill in identifying discrepancies, assessing risks, documenting conclusions, and escalating issues through the appropriate authority channels.

🏝️ Benefits

• Competitive salary, rewards, and referral bonuses.

• Unlimited flexible paid time off based on performance.

• Comprehensive medical, dental, and vision insurance benefits.

• 401(k) plans featuring a 6% employer match on contributions.

• Access to mentoring and funding for training classes.

• A welcoming, supportive, and inclusive work environment.

• Equal opportunity employer.