Overview
This Senior Accountant, OAS role provides leadership and coordination of accounting services for OAS clients. Responsibilities include month-end closing, preparation and oversight of financial statements, and onboarding new clients. The position applies deep knowledge of the full accounting cycle to deliver accurate, timely accounting services.
The role manages client projects with minimal oversight, mentors junior staff, and serves as a problem solver for both clients and the OAS team by identifying root causes and proposing effective solutions.
Responsibilities
Client Accounting & Financial Reporting
- Manage month-end close activities for assigned clients, including:
- Accounts payable
- Accounts receivable
- Bank and credit card reconciliations
- Fixed asset tracking
- Loan accounting
- Prepare and oversee the preparation of monthly financial statements using firm and client resources.
- Review balance sheets, profit and loss statements, and other financial reports to identify errors, inconsistencies, and opportunities for improvement.
- Research, analyze, and resolve financial discrepancies while documenting findings and recommended solutions.
- Apply Generally Accepted Accounting Principles (GAAP) to ensure accurate, reliable financial reporting.
- Participate in onboarding new OAS clients by helping establish effective accounting processes and working relationships.
- Identify root causes of accounting issues, develop practical solutions, and escalate matters when appropriate.
Client Relationship Management & Business Development
- Build trusted relationships through responsive communication, accurate accounting, and timely delivery of financial reporting.
- Collaborate with clients and internal team members to meet engagement objectives and deliver a high level of client service.
- Recognize opportunities to provide additional services to existing clients and communicate potential cross-selling opportunities to appropriate internal leaders.
- Participate in networking activities and industry events that support the growth of the OAS practice.
Team Leadership & Development
- Independently manage client accounting projects while maintaining quality, accuracy, and adherence to deadlines.
- Train, mentor, and support junior accounting professionals to develop technical skills and client service capabilities.
- Share accounting knowledge, provide guidance to colleagues, and contribute to a collaborative team environment.
- Work effectively with internal team members and client personnel to complete engagement responsibilities.
Operational Excellence
- Manage multiple client engagements while maintaining accuracy, organization, and consistent follow-through.
- Meet established deadlines, engagement expectations, and billable hour targets.
- Maintain accurate daily timekeeping and current assignment calendars.
- Follow firm technology best practices, security protocols, and established operating standards.
Requirements
- Bachelor’s or master’s degree in accounting.
- Three to five years of accounting experience at or above the staff accountant level.
- Comprehensive understanding of the full accounting cycle, from transaction entry through financial statement preparation.
- Experience reviewing balance sheets, profit and loss statements, and financial reports to identify errors and inconsistencies.
- Knowledge and application of GAAP accounting standards.
- Experience managing general ledger activities and month-end close processes.
- Ability to perform and oversee accounts payable, accounts receivable, bank and credit card reconciliations, fixed asset accounting, and loan accounting.
- Strong analytical and problem-solving skills, including the ability to research discrepancies and determine root causes.
- Ability to manage multiple client engagements and deliver accurate work with minimal oversight.
- Strong communication, collaboration, and organizational skills.
- Ability to train, mentor, and support the professional development of junior team members.
Preferred Qualifications
- Experience in an outsourced accounting environment.
- Prior Big Four accounting firm audit or consulting experience.
- Accounting experience in the architecture, engineering, construction, or a similar project-based industry.
- Knowledge of project-based accounting and revenue recognition.
- Experience with Deltek ERP platforms, particularly Deltek Ajera.
- Experience onboarding clients in an outsourced accounting environment.
- Professional accounting certification, such as CPA, CMA, or an equivalent credential.
Compensation & Benefits
- Salary range: $75,000 - $90,000 (final offer within this range will be based on skill sets, experience, knowledge, licensure/certifications, and geography).
- Health & Wellness: Choose from three medical plans designed to fit different needs and budgets.
- Wellness Support: Access to Teladoc’s zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support.
- Time Off: Flexible PTO policy and 10 paid holidays.
- Flexible Spending Options: Employer-backed HSAs and FSAs for health and dependent care.
- Peace of Mind: Employer-paid life, AD&D, and comprehensive short- and long-term disability.
- Additional Support: Employee Assistance Program and access to InsurChoice for personal insurance options.
Location
- Fully remote environment.
Equal Opportunity / Accessibility
The employer is committed to an inclusive workplace and provides reasonable accommodation for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive employment benefits and privileges. Underrepresented candidates and candidates from nontraditional backgrounds are encouraged to apply.