Senior Accountant Accounting / Finance

N/A 1-Year Employee Growth Rate | N/A 2-Year Employee Growth Rate | LinkedIn | $0 Venture Funding

What Is Employee Growth Rate & Why Is It Important?

Senior Accountant (Remote)

FinOptimal is a new kind of outsourced bookkeeping and accounting services company. We utilize technology and process optimization to give super powers to all of our accountants and generalists. Our technology allows our team to unburden themselves from much of the manual work of downloading/uploading, categorizing, and booking transactions allowing our team to supersize their efficiency. If you love sparkling clean books and process optimization, and care about a great culture and a flexible work environment FinOptimal is the place for you.

At FinOptimal You Will –

• Be the voice of FinOptimal to the client for all their accounting/controller/FP&A needs.
• Own the client relationship and make sure FinOptimal’s NPS stays through the roof.
• Map out bookkeeping optimization plans for clients (both to onboard new clients and to help other team members understand automated and manual transaction-booking workflows).
• Work with our engineering team to optimize clients’ accounting workflows.
• Manage a team of generalist bookkeepers supporting your assigned book of business.
• Identify opportunities for automation and process optimization with respect to accounting workflows.
• Build fixed asset and inventory accounting models, including depreciation and COGS calculations.
• Run bank reconciliations, perform monthly reviews of clients’ general ledgers, and troubleshoot and fix errors.
• Field daily client requests.
• Design custom reporting/dashboards for clients.
• Maintain clients’ QuickBooks Online companies.

What We Look For –

• Confidence in learning and embracing new technology.
• Ability to see the forest from the trees – understand a client’s current bookkeeping processes and thoughtfully integrate FinOptimal’s optimization tools.
• Courteous and thoughtful client service focus.
• Bachelor’s degree (preferably in accounting or business administration)
• At least 2-4 years of accounting/controller/FP&A experience
• At least 2-4 year of client facing/customer service experience
• Monday – Friday daytime availability.
• Very strong knowledge of accounting best practices, general ledger (QuickBooks Online preferred) and spreadsheets (e.g,. Excel and Google Spreadsheets), including knowledge of building models and using Excel functions.
• Knowledge of (or ability to quickly learn) Bill.com, and Expensify.
• Ability to communicate clearly and professionally, both orally and in writing.
• Ability to prioritize and respond to time-sensitive requests.
• Comfortable with processes that change regularly to improve efficiencies.
• Ability to think critically to be a thought partner in improving processes.
• Ability to maintain the highest level of confidentiality and data security.

The work is entirely remote. You would communicate primarily by email, phone, and our ticketing system (for client request handling). Hours are reasonably flexible, but performance standards are very high.

FinOptimal is an outsourced bookkeeping, controller and FP&A start-up.

We build elegant, software-assisted financial operations, optimizing them for us to do our clients’:

Accounts Payable

-Paperless processing of vendor bills

-Reimbursable and corporate card expenses

-Data entry, ACH payment, booking

Monthly Closing Entries

-Depreciation and amortization

-Prepaid and accrued expenses

-Deferred and unbilled revenues

Bank Reconciliation

-Automated transaction grabs from our clients’ bank

-Quick identification of outages

-Remnant transaction booking

Reporting

-Unaudited GAAP financials

-Customized accounting and FP&A dashboards

-Automatic updates

Competitive salary and benefits

Tagged as: 1-10 Employees, Error!