Accounting Advisor

Overview

An organization is seeking an Accounting Advisor to deliver accurate, timely, and meaningful financial information to members. This high-impact, high-volume role is designed for someone who thrives in a fast-paced, detail-driven environment and enjoys helping small business owners succeed.

This position is a 12 month contract and supports a remote work arrangement.

Responsibilities

• Categorize high-volume transactions, optimize automated bank feeds, and evaluate Global and Member rules for accuracy and reasonableness
• Manage AI exception workflows by reviewing and resolving cases flagged by automation
• Reconcile bank, credit card, and other key accounts on a monthly basis
• Prepare and review Profit & Loss and Balance Sheet statements
• Ensure accuracy of payroll and tax-related documents and how they are posted to the books
• Close member books monthly to streamline year-end tax preparation and compliance
• Partner with Member Relations and Tax teams on accounting workflows, financial statement interpretation, and best practices
• Identify and escalate ledger discrepancies, trend anomalies, or missing data prior to month-end close

Requirements

• 2+ years of accounting or bookkeeping experience
• Bachelor’s degree in Accounting or related field required
• Working knowledge of bookkeeping and tax principles
• Tech-forward mindset with proven ability to adapt to cloud-based accounting stacks, CRMs, and automated workflow tools and AI
• Proven ability to manage high-volume workloads and prioritize effectively
• Strong attention to detail and clear written communication
• Ability to support clients and partner teams professionally via asynchronous communication
• Team-oriented mindset with professionalism, integrity, and accountability

Preferred Qualifications

• CPA, CB, or CPB (bonus)

Compensation & Benefits

• Not specified in the provided description.

Location

• Remote (12 month contract).