Senior Accountant, OAFC

Overview

This role is part of the OAFC client delivery team and supports delivery of outsourced accounting services to clients. The Senior Accountant reviews key areas of financial accounting and reporting, prepares reconciliations and monthly reporting, trains and develops accounting staff, and leads internal and client-facing system and process change projects. The position also offers opportunities to learn and advance in a fast-growing department with a combination of formal and on-the-job training.

Responsibilities

Responsibilities may include:

Accounts Payable

• Process, code and/or review vendor invoices
• Review new vendor setup for accounts and files based on client needs and systems
• Learn and master tools, such as Bill.com

Accounts Receivable

• Review customer payments timely and accurately in multiple client accounting systems
• Review revenues from 3rd party applications or banks into the accounting system
• Monitor open receivables

Payroll

• Review payroll prior to transmission and validate confirmed reports
• Review multiple clients’ payroll weekly, biweekly or semi-monthly as required by client
• Manage setup and processing of all payroll deductions, including benefits, tax and wage garnishment obligations
• Manage workflow to ensure payroll transactions are processed accurately and timely
• Learn and master tools, such as ADP RUN and Adaptive Resource Edge

Reconciliations

• Review reconciled general ledger accounts, including bank, investment, etc.
• Tie-out reconciliations of subsidiary ledgers to general ledger accounts

Financial Reporting

• Prepare monthly financial statements and reports for clients

Team and Client Support

• Serve as a communication driver between clients and internal teams with strong verbal and written communication skills
• Train and develop accounting staff
• Lead system and process change projects internally and with clients

Requirements

• Bachelor’s Degree in Accounting or equivalent training required
• 2–5 years’ accounting experience required
• Strong technology skills using Microsoft Office (Word, Excel, PowerPoint, and Outlook at a minimum; more applications preferred)
• Excellent time management skills
• Strong interpersonal and relationship-building skills
• Team player with a positive “can-do” approach
• Ability to work independently, with minimal supervision
• Ability to learn new technology skills and systems quickly and apply them
• Timely, consistent and accurate delivery of assignments
• Demonstrated understanding of accounting practices and regulations and ability to apply them accurately
• Demonstrated client-centric approach

Preferred Qualifications

• Previous payroll, payables, receivables and reconciliation experience
• Experience with accounting systems, including QuickBooks and Intacct

Compensation & Benefits

• Competitive salary and bonus plan
• Comprehensive benefits package (subsidized medical and dental, 401(k), life insurance and disability coverage)
• Generous and flexible PTO
• On-staff leadership and professional development coaching and training
• Complimentary consultations with wealth management advisors
• Abundant learning and development (CPE) catalog and resources
• Firm-sponsored memberships (AICPA, state CPA society, and other associations)
• Firm-sponsored programs (Zip2CPA and Tailored MBA Programs)
• Peer-driven and partner-nominated awards
• Team member referral incentives
• Full access to automation resources to streamline manual processes
• Salary range estimate: $89,000 – $104,000 per year (not inclusive of bonus potential)

Location

Flexible, work from anywhere policy with options including Westborough, Boston, hybrid, or remote.

Occasional travel to client locations, corporate meetings and trainings may be required to facilitate effective collaboration and engagement implementation.