Accountant

• Prepare financial statements based on team needs
• Use modern accounting technology to deliver high-quality results
• Communicate proactively with team members and managers
• Manage timelines and budgets while meeting client expectations
• Collaborate in a learning-focused environment
• Stay current on professional standards and firm policies
• Build strong client relationships
• Prepare and/or review complex business and individual tax returns
• Perform financial statement compilations and reviews
• Prepare and/or review budget analyses, cash-flow projections, and client-specific advisory projects
• Develop client relationships and deliver accounting, tax planning, consulting, and compliance solutions
• Identify and research tax and accounting issues, develop practical resolutions, and prepare written conclusions
• Manage schedules and deadlines
• Assist in training, developing, and mentoring staff and interns

Entry Level Staff Accountant

• Contribute to designing and carrying out the monthly close, targeting a five-business-day close
• Establish finance processes from a blank page using a modern tech stack
• Develop AP and AR workflows
• Create an expense policy
• Manage customer billing and vendor onboarding
• Manage the monthly hosting-cost pass-through
• Manage the audit request list for the assigned scope
• Work directly with auditors and tax advisors
• Coordinate tax and corporate compliance filings with outside providers
• Partner with the operations administrator on AR and AP
• Contribute to variance analysis and analytical reviews during month-end close
• Identify and automate manual steps in the close and billing cycles
• Contribute to creating an internal control framework, including risk assessments and control implementation
• Report to the Controller and help shape the finance function as the company grows

Senior Accountant

• Provide finance support to regional managers, territory directors, DVPs, and dental office owners
• Ensure compliance with company policy and generally accepted accounting principles
• Analyze and post standard and non-standard journal entries
• Calculate and process office and field-level incentives
• Review requests to change P&L items or incentive calculations and determine whether changes are warranted
• Submit monthly incentive payments to payroll and answer employee or field questions
• Participate in monthly calls with owners, DVPs, and Directors to answer finance-related questions
• Reconcile balance sheet and P&L accounts monthly
• Analyze accounts for incorrect postings and reclassifications
• Identify monthly adjusting entries for assigned P&L categories
• Prepare and distribute recurring and ad-hoc reports and analyses
• Support external annual audit requests
• Assist with quarterly financial statements and report packages
• Work with independent CPAs to provide financial information for tax return preparation
• Manage cross-functional financial close execution and documentation
• Complete special projects and ad-hoc requests

• Provide finance support to regional managers, territory directors, DVPs, and dental office owners
• Ensure compliance with company policy and generally accepted accounting principles
• Analyze and post standard and non-standard journal entries
• Calculate and process office and field-level incentives across the responsible territory
• Review requests to change P&L items or incentive calculations and determine whether changes are warranted
• Submit monthly incentive payments to payroll and answer questions about incentive calculations
• Participate in monthly calls with owners, DVPs, and Directors to answer finance-related questions
• Reconcile Balance Sheet and P&L accounts monthly
• Analyze accounts to identify incorrect postings and necessary reclassifications
• Identify monthly adjusting entries for assigned P&L categories
• Prepare and distribute recurring reports, ad-hoc reports, and analyses
• Support external annual audit requests
• Assist with quarterly financial statements and report packages
• Work with independent CPAs to provide financial information for tax return preparation
• Manage cross-functional financial close execution and required documentation
• Complete special projects and ad-hoc requests as assigned

• Maintain responsibility for assigned School of Medicine and Dentistry management areas, including internal financial reporting, account and fund classification, ledgers, and research financial management
• Analyze and interpret financial, statistical, and operational data to identify trends, variances, and significant relationships
• Analyze Sponsored Awards Receivable projects and support revenue recovery and SMD Finance & Operations initiatives
• Prepare monthly SMD profit and loss statements, budget-to-actual variance analyses, and reporting
• Manage Grants Out of Award and Grant Deficit initiatives and co-present findings at monthly MSAG meetings
• Oversee and approve monthly reconciliations of SMD Finance & Operations operating accounts
• Test accounting data, account balances, and reporting timelines for integrity
• Interpret and make decisions on accounting treatment of financial transactions
• Approve first-level transactions affecting SMD and guide corrections or manual transactions
• Train incoming staff on UR Financials and journal entry processes
• Ensure proper billing of University Hospital Affiliates and deposit checks
• Compile annual AAMC Faculty Salary, SMD Finance & Operations space, and equipment surveys
• Lead assigned research, planning, and change-recommendation projects, including timelines, activity plans, and staff coordination
• Provide analytical and operational support to the Associate Dean & Senior Director of Operations, including insurance claims, space productivity, sponsored funding analysis, and strategic operational projects

• Prepare monthly, quarterly, annual and periodic task-oriented invoices and financial cash reports for sponsoring agencies
• Prepare monthly draw-downs against letters of credit for financial expenditures
• Respond to invoice and report inquiries from sponsoring agencies
• Prepare invoices for non-sponsored customers
• Generate invoices and reports for sponsored research projects and follow up on payments using aging reports and reminders
• Review and approve expense reports according to Controller’s Office policy
• Disseminate internal grant reports to Principal Investigators and University stakeholders
• Prepare and enter accounting entries for grant cost transfers as needed
• Maintain financial trees and sponsored program contracts in PeopleSoft
• Support the Senior Research Accountant with financial closeout of sponsored research awards and refund or transfer residual funds as required
• Maintain working knowledge of governmental regulations applicable to sponsored programs
• Support year-end financial statement audits, Uniform Guidance audits and other sponsored research audits
• Participate in process data testing as new financial system functionality is released
• Perform miscellaneous job-related duties as assigned
• Liaise with Sponsored Research Services, Principal Investigators and agencies to create, monitor and close out research awards

Research Accountant

• Report to the Accounting Manager
• Support day-to-day accounting operations, month-end close processes, and financial reporting
• Prepare and post journal entries, accruals, reclasses, and recurring entries with complete supporting documentation
• Own assigned bank and balance sheet reconciliations, investigate discrepancies, and resolve or escalate open items
• Support monthly, quarterly, and year-end close processes by completing assigned tasks accurately and on schedule
• Maintain general ledger schedules for cash, prepaid expenses, fixed assets, payroll, and other assigned accounting areas
• Prepare balance sheet and income statement fluctuation analyses and explain material or unusual activity
• Partner with Accounts Payable, Payroll, FP&A, Procurement, and business teams to improve financial data completeness and accuracy
• Follow U.S. GAAP, company accounting policies, and internal controls; surface risks or inconsistencies before reporting
• Document recurring workflows and improve accounting processes using systems, automation, and AI while validating outputs and protecting confidential information
• Contribute to finance system enhancements, special projects, and other priorities as the company and accounting organization scale
• Complete assigned close work by agreed deadlines
• Advance at least one meaningful accounting workflow improvement each quarter
• Provide timely, clear answers to finance and business partners and surface potential issues before reporting deadlines

Staff Accountant

• Manage project setup and accurate job cost accounting, budget tracking, forecasting, and variance analysis
• Review, code, and process contractor and vendor contracts and invoices in Yardi Construction Manager and P2P
• Prepare and review monthly project financial reports and reconciliations, including multi-year cash flow forecasts
• Reconcile project subledgers to the general ledger
• Monitor project budgets, committed costs, actual costs, and forecasts throughout the project life cycle
• Prepare construction draws as needed and monitor cash balances and funding sources
• Enter and maintain jobs, contracts, change orders, and project financial data in Yardi Construction Manager
• Review contractor pay applications, including AIA G702/G703 or equivalent documentation
• Prepare and reconcile construction loan draw packages and track lender/equity funding, sources and uses
• Coordinate project accounting closeout, including final cost reconciliation, contract/commitment closeout, retainage releases, CIP clearing, and transfer of completed projects to fixed assets
• Calculate or support capitalization of eligible development costs, including capitalized interest
• Ensure proper controls for change orders, budget revisions, and commitments
• Collaborate with property managers, construction teams, asset managers, accounts payable, and accounting
• Maintain project documentation, including COI compliance and accurate lien waivers
• Prepare year-end fixed asset schedules and audit and tax support materials
• Identify opportunities to improve processes and system efficiencies

Construction Project Accountant

• Apply daily cash receipts from agents and insurance carriers.
• Record direct bill commissions accurately.
• Process daily accounts payable invoices to vendors and carriers.
• Administer monthly commission payments to agents.
• Process monthly return premium invoices.
• Monitor and follow up on accounts receivables collections.
• Assist in processing and reconciling tax payments.
• Complete month bank reconciliations across multiple accounts.
• Support day-to-day accounting operations.
• Assist with month-end and year-end closing processes.
• Analyze and report on weekly cash flow needs.
• Post monthly journal entries.
• Ensure accurate data entry and maintain accounting records.
• Participate in process improvement and automation initiatives.
• Perform other accounting duties or projects as assigned.

• Review client contract documentation and set up projects in the project accounting system
• Ensure accurate and timely project setup in accordance with contract terms and corporate guidelines
• Manage the full invoicing cycle, including creating, revising, posting, and archiving invoice packets
• Prepare invoices for multi-million dollar engineering and architectural projects
• Process and support subconsultant and subcontractor invoice payments
• Track and manage change orders
• Collaborate with project managers to track deadlines and milestones and align billing with project progress
• Apply lump sum and time-and-materials billing methods
• Analyze work-in-process and accounts receivable
• Execute project closeout activities, complex reconciliations, and final billing
• Research and respond to internal and external inquiries about project financials and invoices
• Serve as an audit liaison by providing documentation, explanations, and analysis
• Support implementation, testing, and continuous improvement of departmental software and tools
• Act as a subject matter expert and guide peers on project accounting systems and best practices
• Assist IT with system maintenance and troubleshooting
• Use advanced Excel functions for project analysis and reporting
• Maintain organized invoice, change order, and project financial records