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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting practices, financial reporting, and client relationship management while ensuring accuracy and compliance in financial transactions. Proficient in utilizing accounting software and Microsoft Office tools to enhance financial processes and deliver exceptional client service.
Highest-signal resume keywords
Bachelor's Degree In AccountingCPA CertificationGeneral Accounting ExperienceFinancial ReportingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PostingExpense ManagementAccount ReconciliationJournal Entry PreparationFinancial Statement ReviewBudget Variance AnalysisFinancial AnalysisPayroll ProcessingTax FilingAccounting Software Proficiency
Soft Skills
Excellent Organization SkillsStrong Attention To DetailVerbal And Written Communication SkillsAnalytical SkillsInterpersonal Skills
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft Outlook
Certifications & Qualifications
CPA Certification
Industry Keywords
Financial StatementsClient MeetingsFinancial Systems ImprovementService DeliveryCorporate Accounting
About the role
Key responsibilities & impact- Complete daily accounting tasks, including sales postings and expense management
- Conduct initial reviews of financial statements and ensure accurate financial transaction postings
- Reconcile accounts payable and accounts receivable
- Prepare and enter month-end adjusting journal entries
- Prepare financial reports, including balance sheets, income statements, cash flow statements, financial analyses, and budget variance highlights
- Set priorities and review team members' work, including payroll journals, bank transaction coding, and month-end journal entries
- Update accounting software with client data and maintain accurate records
- Prepare for, schedule, and conduct client meetings, including follow-up on identified tasks
- Respond to client inquiries and information requests within 24 hours
- Prepare workpapers and review financial statements for accuracy
- Develop understanding of client industries and accounting operations
- Improve financial systems and processes
- Retrieve vendor bills and conduct bank and expense management reconciliations
- File, pay, and track sales tax
- Support team members with bill coding and client questions and cover for absent teammates
- Perform month-end closing and other accounting tasks as needed
- Cultivate and strengthen client relationships
- Lead client meetings focused on financial matters, progress, and goals
- Seek and use client feedback to improve service delivery
- Support a cooperative team environment and share knowledge
- Contribute to firm growth and client satisfaction
- Stay informed about technological advancements affecting service delivery
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance or related field
- Minimum of 5 years of general accounting and payroll experience in a corporate setting required
- CPA certification or other relevant certification a plus
- Excellent organization skills and strong attention to detail
- Ability to multitask and prioritize work
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under tight deadlines and multiple priorities
- Proficiency with Microsoft Word, Excel and Outlook
- Ability to thrive and adapt in a fast-paced environment
- Problem-solving skills and ability to adapt to changes
- Ability to work outside normal business hours and weekends as needed
- Ability to travel to local and non-local clients; overnight travel may be required
- Ability to lift/carry up to 20 pounds
Benefits
Comp & perks- Hybrid work arrangement
- Ability to work outside normal business hours and weekends as needed
- Local and non-local client travel opportunities; overnight travel may be required
- Professional growth opportunities
