Staff Accountant I

Position Profile:

The Accountant reports directly to the Accounting Manager and is responsible for a variety of accounting and bookkeeping duties according to established policies and procedures. This role is not a supervisory role and has no direct reports.

Position Responsibilities:

• Maintain GL account reconcilements and subsidiary ledgers daily
• Ensure month-end close deadlines are met
• Enter/schedule general ledger entries for review
• Process cash receipts and deposit checks
• Reconcile bank accounts daily
• Prepare customer invoices
• Ensure receivables are collected promptly
• Research and resolve accounts receivable discrepancies
• Ensure the status of sales tax collection and business licensing obligations are met
• Collect, enter, and organize accounts payable
• Obtain vendor invoice approval when needed
• Research and resolve AP discrepancies
• Process approved purchase orders
• Schedule weekly payments to vendors/suppliers
• Analyze and report vendor payment trends
• Analyze corporate credit card usage
• Reconcile payments to 3rd party license providers with customer contracts
• Assist with annual review by external accountants
• Prepare 1099 vendor documentation
• Prepare usage reports for suppliers (self-reported usage)
• Prepare monthly management reports
• Calculate and record commissions and bonus payouts (monthly, quarterly, annually)
• Process customer credit and other accounting requests
• Review and process customer quotes and contracts in Salesforce as needed
• Ad hoc analysis and reporting
• Other duties as assigned

Education / Experience

• Bachelor's degree in Accounting required or equivalent business experience
• 0 - 2 years of hands-on accounting experience
• Thorough understanding of US GAAP and bookkeeping
• Proficiency with Microsoft Office, including Word, Excel and accounting software systems (Accounting Seed preferred)
• Salesforce CPQ experience preferred
• Power Query and Power BI experience preferred

Knowledge / Skills / Abilities

• Possession of critical thinking skills, communication skills (verbal and written) and interpersonal skills
• Ability to work well in a team environment
• Ability to anticipate work needs, accept ownership and ensure follow through
• Recognize problems, identify possible causes and resolve routine problems
• Ability to manage multiple tasks and prioritize accordingly
• Detail-oriented and work effectively under pressure while meeting all applicable deadlines
• Ability to perform at high levels in a fast-paced environment
• Friendly, courteous, service-oriented, and flexible and enjoy working with a variety of individuals
• Establish and maintain effective working relationships with internal and external organizations, groups, team members and individuals
• High technical aptitude

Success Factors

Personal characteristics that contribute to success in this position are as follows:

• Patient personality with drive and initiative that is flexible and embraces a fast-paced environment that requires tight deadlines

• Proactive with a pleasant manner, self-starter with a strong sense of ownership and responsibility
• Technologically adept

Physical Environment and Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Normal office environment with little exposure to excessive noise, dust, temperature and the like.
2. Position requires frequent sitting and some reaching, kneeling and walking.
3. While performing the duties of this job, the employee is frequently required to walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
4. Work may require more than 40 hours per week to complete the essential duties and primary responsibilities of the position.