What are the responsibilities and job description for the Senior Accountant position at 415 Group?
The 415 Group is actively seeking a Senior Accountant to join our Access, Client Advisory team. This role offers an opportunity to support small businesses and non-profits with high-impact financial insights, operational support, and strategic advisory.
Key Responsibilities
- Prepare monthly balance sheet reconciliations and review/update general ledger accounts
- Produce interim financial statements and supplementary schedules
- Complete monthly management reporting packages to meet client engagement deadlines
- Conduct proactive research and deliver insights into clients’ financials
- Develop and manage cash forecasting models
- Maintain organized and accurate workpapers and documentation
- Support the annual budgeting process for clients
- Identify opportunities to improve financial planning and analysis (FP&A) processes
Focus Areas
- Deliver timely, accurate, and insightful reports to ensure high client satisfaction
- Standardize and improve FP&A processes to enhance efficiency
- Foster strong client communication to ensure clarity, transparency, and peace of mind
Qualifications
- Associate’s or Bachelor’s degree in Accounting
- 3–5 years of relevant experience in accounting or client advisory services
- Proficient in Microsoft Office, especially Excel
- Experience with QuickBooks Desktop and QuickBooks Online
- Familiarity with other general ledger software systems
- Strong understanding of GAAP and various accounting methods
- Proven ability to interpret financial information and offer proactive solutions
- Excellent interpersonal and communication skills across phone, video, email, and chat
- Strong organizational skills and ability to manage multiple tasks simultaneously
- Client-focused mindset and collaborative approach
About 415 Access
415 Access is a rapidly growing division of 415 Group, delivering outsourced bookkeeping and financial advisory services to small businesses and non-profits. Acting as a virtual Finance Department, we provide services ranging from payroll and bill pay to Controller and CFO-level strategic planning. Our team thrives on collaboration, innovation, and building long-term relationships with our clients.
