Senior Accountant

Overview

This role is for a highly skilled Senior Accountant to support client engagements and provide strategic accounting advisory within a Client Accounting Advisory Services (CAAS) team. You will manage month-end/year-end close activities, optimize financial processes, ensure accurate financial reporting, and deliver best-practice guidance to clients. While the position has no direct reports, it requires strong mentorship and collaboration to support staff and senior staff accountants and to help drive client success.

This position is fully remote and can be based anywhere in the U.S., with cross-regional collaboration supporting teams in Canada, South Africa, U.K., or the U.S., as needed.

Responsibilities

Global Support and Collaboration

• Operate within a global framework, supporting teams, meeting deadlines, and participating in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed.
• Collaborate with international stakeholders and adjust to varying schedules and priorities.
• Facilitate communication and coordination across CAAS teams to support operational efficiency.
• Maintain scheduling flexibility for time-sensitive tasks and cross-regional collaboration.

Advanced Accounting & Financial Analysis

• Lead month-end and year-end close processes, including journal entries, accruals, and financial reconciliations.
• Prepare and analyze financial statements, management reports, and financial forecasts.
• Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records.
• Utilize FloQast for close management, reconciliation tracking, and workflow automation.

Client Advisory & Relationship Management

• Serve as a trusted financial advisor, providing data-driven insights and recommendations.
• Lead client onboarding and Sage Intacct implementations to ensure financial systems are optimized.
• Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies.
• Support accounting system implementation and migration to ensure smooth onboarding and system optimization.
• Conduct systems analysis to evaluate and optimize client utilization of Sage Intacct and alignment with operational goals.
• Deliver tailored training to clients on effective use of Sage Intacct.
• Conduct quarterly financial reviews and provide actionable insights to improve business performance.

Client Engagement & Project Contribution

• Maintain minimum billable hours as defined by leadership.
• Provide strategic recommendations to improve clients’ HR and payroll efficiency.
• Collaborate with sales and account management teams to align deliverables with scope and client expectations.
• Identify service expansion opportunities and areas of client value.

Technology & Operational Efficiency

• Use Sage Intacct and QuickBooks Online as primary accounting platforms for reporting, automation, and process optimization.
• Implement best practices for financial operations, including automation, process standardization, and internal controls.
• Support financial technology integration projects to ensure seamless adoption of new tools and systems for accounting, payroll, and reporting.
• Assist in payroll processing and compliance, working with payroll systems to support accurate wage calculations, tax filings, and reporting.
• Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct.
• Drive continuous improvement and stay ahead of industry trends and technological advancements.

Senior Mentorship

• Guide and mentor Staff Accountants by providing technical expertise, process training, and career development support.
• Review work prepared by Staff Accountants to ensure accuracy and adherence to best practices.
• Serve as a subject matter expert for Sage Intacct and QuickBooks Online (QBO), and support internal training and implementation efforts.
• Foster continuous improvement and knowledge-sharing within the CAAS team.
• Collaborate across departments to enhance service offerings and improve client outcomes.

Internal Collaboration & Process Alignment

• Participate in global accounting meetings to ensure consistency and compliance across financial processes.
• Work cross-functionally with operations and finance teams to align accounting practices with business needs.
• Assist in preparing audit schedules, tax filings, and financial compliance documentation.
• Support leadership with financial data, reports, and insights for internal decision-making.

Requirements

• 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant, or Sr. Controller, preferably in outsourced accounting, advisory services, or a CPA firm.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience.
• Proficiency in Sage Intacct (Required), including:
  • Proficient in Core Financial Modules
  • Experience creating Financial Reports
  • Experience with Multi-Entity environments
  • Experience with Advanced Workflows
• Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required).
• Strong technical expertise in multi-entity, multi-currency accounting.
• Experience with payroll, sales tax filings, and financial audits.
• Strong analytical skills and a proactive problem-solving mindset.

Preferred Qualifications

• Background in SaaS, outsourced accounting, or financial consulting.
• Familiarity with ERP implementations and financial technology integrations.
• Experience in client-facing financial advisory roles.

Compensation & Benefits

• Not specified in the provided description.

Location

• Fully remote; can be based anywhere in the U.S.
• Cross-regional collaboration with teams in Canada, South Africa, U.K. or the U.S., as needed.

Work Environment

• Ability to work in an open office setting or remotely, with an expectation to travel onsite based on business and management needs.
• Full-time position requiring the ability to work a flexible and regular full-time schedule.
• Ability to sit and work at a computer for extended periods of time.
• Ability to communicate effectively with a diverse audience in person, by phone, and by computer.

Equal Opportunity Employer

The organization is an equal opportunity employer and encourages applications from qualified candidates regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics.