Accountant III

Job Description:

This position is responsible for performing a wide range of accounting work requiring the understanding and use of moderate to advanced accounting principles to ensure the accuracy of Vertex's accounting systems. In addition, this position oversees the financial activities of certain foreign subsidiaries of Vertex and to ensure the accuracy and integrity of these foreign subsidiaries’ accounting systems resulting in the timely preparation of financial statements in accordance with United States Generally Accepted Accounting Principles or their equivalent (GAAP).

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Ensure accurate work papers for balance sheet and income statement accounts for domestic and international companies:
  • Preparation of journal entries, preparation of account reconciliation / analysis, fixed asset system maintenance, and performance of monthly closing of the general ledger.
  • Reconcile all specific accounts to general ledger with complete back-up.
  • Participate in the review and analysis of trend reports for anomalies to ensure a complete and accurate monthly close.
  • Support FP&A team in researching and explaining budget versus actual variances on a monthly, quarterly and annual basis.
  • Participate in maintaining the general accounting systems, including the preparation of records of assets, liabilities and financial transactions.
  • Analyze accounting transactions for accuracy, investigate questionable data and take corrective action when necessary.
  • Produce monthly financial statements including balance sheet, profit/loss, equity, and cash flow statements.

• Assist / coordinate the preparation of work papers, analysis, and specialty financial reports to be used for the annual consolidated audit and in preparation of the annual corporate tax returns.

• Coordinate various international statutory audits, including but not limited to the preparation of work papers, analysis, and financial statement reports.

• Develop a strong understanding of the broader picture of the Company’s business. Build strong collaborative interaction with other entities (primarily sales, account services and product support) within the Company by working toward understanding and integrating the Company’s business systems and procedures.

• Act as the lead resource for all accounting system data analysis requests. Then transform, analyze and present the data into consumable information to management.

• Demonstrate an understanding of multiple revenue recognition accounting rules and how they impact the billing, collections and financial reporting systems.

• Responsible for certain financial monthly reporting packages including but not limited to sales and revenue related activity and business unit profitability.

• Participate in various financial analysis projects supporting other groups either in the Finance department or within other areas of the organization.

• Assist in establishing, implementing, documenting and monitoring compliance with the Company’s adopted accounting policies and procedures.

• Assist in establishing, implementing, and maintaining a system of internal accounting controls sufficient to provide reasonable assurance regarding the accuracy and reliability of accounting data and to safeguard the assets of the company.

• Review, evaluate and implement improvements to the accounting processes and computerized systems to expedite accurate and useful financial reports.

• Enable the Finance department to become a strategic business partner of the company by leveraging the ERP systems and other tools to integrate the functional needs of the work group.

• Identify unused or under-utilized functionality.

• Exercise professional judgment to resolve basic to moderately complex accounting problems.

• Lead or participate in other projects or duties as assigned or necessary for other groups, including but not limited to Tax and Financial Planning and Analysis (FP&A).

• Attend educational workshops, reviewing professional publications, establishing personal networks, developing and/or maintaining proficiency in the latest productivity and technical tools.

• Participate in other projects or duties.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Knowledge of GAAP required.

• Experience with international subsidiaries and consolidation required, preferably with a US parent.

• Treasury management experience required.

• Prior experience in handling VAT, corporate taxes and payroll in the applicable foreign jurisdictions required.

• Experience with Oracle ERP system or other major ERP system preferred.

• Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.

• Ability to work without supervision. Latitude for independent decision making.

• Ability to network with key contacts outside own area of expertise.

• Ability to listen and understand information and communicate the same.

• Must be results oriented, customer focused, and exhibit good interpersonal skills.

• Proficiency in Microsoft Office packages.

• Excellent communication (oral, written, presentation and facilitation) skills.

• Sufficient knowledge of business communications, including telephone, voicemail, and e-mail, and operations of office machines, such as photocopier, scanner, and fax.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting

• Six (6) years plus of professional accounting experience, including overseeing the month end close and reporting process and involvement in other accounting and tax areas.

• CPA certification preferred.

• Or equivalent combination of education and/or experience

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.