Staff Accountant

Our Client in New Haven, CT is start-up virtual financial services company in HIGH growth mode looking to have a Staff Accountant join their team!

Why this Staff Accountant Position?

• Things are GROWING and EVOLVING- So you can too!!
• Established company with 'start-up' feel
• Big believers in that 'their people drive their success'
• Team Bonding is a priority- enjoy company events throughout the year
• CFO has Mentorship Mindset

Responsibilities of the Staff Accountant

• Execute the following Accounting tasks for multiple clients:
• Record receipts and deposits weekly
• Categorize the bank feeds and enter missing transactions
• Manage accounts payable and receivables using Melio or Bill.com
• Maintain and reconcile general ledger accounts
• Ensure accurate and timely payroll preparation and processing
• Reconcile bank accounts
• Prepare monthly financial statements
• Maintain thorough financial files following clients' document retention policy
• Assist with the preparation of Form 1099-M
• Use Keeper to ask client questions about uncategorized transactions and to request documents
• Utilize Asana to collaborate with other team members, manage weekly and monthly tasks, and
  request information from the client
• Communicate with clients via telephone, Zoom, and email to answer questions and troubleshoot
• Bring fresh ideas to help improve processes
• Perform other duties as assigned

• Bachelor's degree in business or accounting
• QuickBooks Online experience
• Non-Profit Experience
• 4+ years Accounting/Bookkeeping experience
• Strong attention to detail and able to prioritize tasks
• Proficient in MS Suite