Financial Reviewer Extrodinnare, Senior Accountant

Job Description

Job Description

We are looking for an experienced accountant who has provided accounting support to business owners.

START DATE : February 3, 2025

COMPENSATION : $95,000 Annual Salary

SCHEDULE : Monday - Friday, 8 HOUR SHIFT

• Select Start Time Between 5 : 00 AM - 9 : 00 AM PST

Note : Occasional weekend work required to clean books, total annual hours should not exceed 2080 hours

LOCATION : FULLY REMOTE

Dual monitors and work from home station set up provided.

At OCB Accountants , we aim to break the long cycle of unnecessary stress in small business operations by cultivating long-term success and providing exceptional accounting services.

Our specialty? We keep things consistent, make our clients' lives easier, and provide accurate accounting services. We respond to our clients quickly, bring them solutions, not problems, and act as a trusted advisor.

We are looking for a Senior Accountant who is organized and motivated to help our clients understand their financials and take the burden off them by avoiding mistakes.

Each of our team members show up daily with intention, purpose, and dressed to impress. We are a small but fierce team of high achievers and align on these Core Values :

Teamwork.

We work together as a team to exceed client expectations, delivering high-quality and professional work with exceptional customer service 100% of the time.

Making a Difference.

We strive always to make a positive impact on business and transform entrepreneurs' lives to enrich the community as well as ourselves.

Reliability.

We are committed to taking our responsibilities seriously and ensuring our clients can count on us.

Humanity and Humility.

We believe in treating others with respect and compassion no matter what.

Trustworthy.

We act with integrity and keep our promises. Honesty and transparency are priorities both at work and in our personal lives.

Work with Us, Grow with Us

We expect continuous learning and self-improvement . For some, continuous learning is focused on becoming better versions of their current role . For others, the motivation is professional and personal development to earn the opportunity for promotion and increased responsibility .

Both types of employees are important to the success of OCB Accountants and are celebrated accordingly. As our Senior Accountant , you will have the opportunity to gain additional responsibilities and advance to a leadership role.

Senior Accountant Key Responsibilities with Success Metrics

1. Complete clean-up for new clients - including fixing issues, reconciling accounts, completing RUN BOOK client notes, and creating the REVIEW SHEET for the client's financials.

Measure of Success : New clients' books are ready for Junior Accountants to begin ongoing monthly work within seven business days of initiating their onboarding at OCB Accountants.

2. Answer team technical and / or client-specific accounting questions with the heart of a teacher so the admin and bookkeeper understand and can apply to similar future scenarios.

Measure of Success : 100% of non-urgent questions are answered in Microsoft Teams during designated block periods. Urgent questions are answered within one hour of inquiry.

3. Reply to customer emails or delegate to other team members quickly and efficiently.

Measure of Success : 100% of emails are acknowledged during the same business day with a thoughtful and helpful reply. 90% of client requests do not incur a second request / -inquiry from the client because their initial request was sufficiently fulfilled.

4. Pull and Review Monthly Financial Statements for assigned clients, including :

Measure of Success : Provide feedback to Junior Accountants to ensure 10% or less rate of recurring errors. Responsibility also requires completing the client cover letter and electronic files package for client push-out within 24 hours of the Junior Accountant completing client work for the month.

Senior Accountant Ideal Candidate Characteristics

Benefits & Perks

COMPENSATION : $95,000 Annual Salary

APPLICATION PROCESS

Salary : $95,000