Accountant and Advisory Senior Lead

Role Description

As an Accountant and Advisory Lead Senior, you will be responsible for:

• Client Management and Accounting Responsibilities
  • Managing a client portfolio from bookkeeping to year-end closing, including bank reconciliation, closing journal entries, P&L analysis, and supporting schedules.
  • Creating timely and accurate accounting reports on a monthly, quarterly, or annual basis.
  • Detecting inaccuracies and investigating account discrepancies.
  • Proposing recommendations to optimize accounting systems and procedures.
  • Managing intercompany reconciliation.
  • Participating in the consolidation process.
• Leadership and Team Development Responsibilities
  • Supervising team members in coordinating daily and weekly tasks and activities.
  • Ensuring team adherence to processes and procedures.
  • Focusing on operational efficiency and effective tax/accounting execution within the team.
  • Training and developing team members to enhance their skills and performance.
• Performance Management and Team Collaboration
  • Recommending personnel management decisions for team members (e.g., promotions, performance evaluations).
  • Leading or actively participating in structured team discussions.
• Strategic Initiatives and Process Improvement
  • Identifying opportunities for automation and improved efficiency in client processes.
  • Leading small projects within the team to implement new tools and methodologies.
  • Acting as a key liaison between the team and management to ensure alignment with strategic goals.

Qualifications

• Completion of at least a bachelor’s degree in accounting or finance.
• A minimum of 5 to 8 years of experience in accounting within an accounting firm.
• Strong technical accounting skills, with expertise in bookkeeping, bank reconciliations, journal entries, and P&L analysis.
• Proficiency in financial reporting, with the ability to produce accurate monthly, quarterly, and annual reports.
• Sharp analytical skills to detect inaccuracies and investigate account discrepancies.
• Problem-solving abilities to propose recommendations for optimizing accounting systems and procedures.
• Knowledge of intercompany reconciliation and managing transactions between entities.
• Experience in financial consolidation processes for accurate statement preparation.
• Leadership and mentoring capabilities to support and guide junior team members.
• Meticulous attention to detail, ensuring compliance and precision in all tasks.
• Proficiency in multitasking while maintaining high efficiency without compromising quality.
• Excellent time management skills to prioritize multiple responsibilities and meet deadlines.
• Strong communication skills to effectively articulate complex accounting matters.

Benefits

• Health Insurance paid 100% with HSA and FSA available.
• 401(k) plan with a 100% match up to 6% after 3 months.
• Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken).
• Transportation program (Commuter Benefits, Citi Bike membership offered).
• Work from home friendly.
• At the offices you will have breakfast in the morning, snacks in the afternoon.