Senior Staff Accountant

Senior Staff Accountant Job Description

GENERAL RESPONSIBILITIES

The senior staff accountant position is responsible for both operational and programmatic support to the organization and is accountable for the day-to-day accounting functions of the network office and district network offices. This role works collaboratively with other members of the finance team, including the Director of Finance.

ESSENTIAL DUTIES

• Manage accounts payable to properly plan cash flow so that expenses are paid in a timely fashion.
• Reconcile Credit Card accounts and track expense approvals, including categorizing the expenses and maintaining alignment with chart of accounts.
• Maintain accurate files and source documents.
• Monitor, track, and communicate all active financial representative debt on a timely basis.
• Preparing Financial Representative offboarding paperwork and other finance tasks.
• Review and submit special commission requests to the external accounting team.
• Reconciliation and manage district offices bank accounts.
• Understand and train new financial representatives on compensation.
• Act as Finance team liaison to coordinate with internal and external departments.
• Oversee preparation and mail annual 1099 statements for contracted financial representatives.
• Manage quarterly tax statements to the IRS.
• Manage internal goal tracking & reporting.
• Understand and educate on management contracts and compensation
• Reconciliation of operations and accounts such as home office program reimbursements and district cost sharing.

QUALIFICATIONS

• Bachelor’s degree in accounting required.
• Experience in accounting, including general ledger maintenance; three or more years preferred.
• Proficiency in using Microsoft Office, specifically Excel, and technologically savvy.
• Knowledge of standard accounting software, including QuickBooks personal finance software, preferred.
• Strong presentation, persuasion, problem-solving, oral, and written communication skills.
• Strong personal code of ethics, including maintaining confidentiality.
• High self-motivation, strong organization skills, and ability to prioritize tasks.
• Ability to adapt and learn in a fast-paced and dynamic work environment.
• Ability to work well on a team and maintain a positive attitude.

COMPENSATION & BENEFITS

• Competitive Compensation: Base salary of $70,000 - $90,000 per year (commensurate with experience) and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
• Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
• Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
• Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
• Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
• Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.

EQUAL EMPLOYMENT OPPORTUNITY

The company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job description describes the general nature and level of work expected of people assigned to this job.  It is not intended to include all duties & responsibilities.  Duties, responsibilities, and related activities may change at any time with or without notice. The order in which the duties and responsibilities are listed is not significant.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.

Salary : $70,000 - $90,000