Staff Accountant

Description

Staff Accountant

The Staff Accountant supports the daily accounting operations of a multi-entity holding company operating across diverse industries. Reporting to the Accounting Manager, this role is responsible for accurate and timely transaction processing across multiple areas of accounting - including accounts payable, accounts receivable, general ledger, and other functions as assigned. The position is designed to provide broad exposure over time, allowing the individual to develop well-rounded accounting knowledge across entities and industries. The ideal candidate is detail-oriented, dependable, proficient in Microsoft Excel, and eager to grow within a collaborative and fast-paced team environment.

Responsibilities

1. Multi-Area Accounting Operations

• Process and record financial transactions across accounts payable, accounts receivable, and general ledger functions for multiple entities in various industries.
• Review, code, and enter vendor invoices, credit notes, expense reports, and purchasing card receipts.
• Support accounts receivable activities including invoice preparation, payment application, and customer account reconciliations.
• Prepare and post routine journal entries with accuracy and proper supporting documentation.
• Assist with reconciliations of assigned balance sheet accounts as part of the month-end close process.
• Prepare daily deposits and apply cash receipts across assigned entities.
• Maintain proper vendor and customer account setups, ensuring required documentation (e.g., W-9s, applications) is on file.

2. Financial Reporting & Compliance

• Assist in the preparation of internal financial reports and schedules for management review.
• Support external audit requests by compiling workpapers, schedules, and documentation.
• Ensure adherence to established accounting policies, internal controls, and segregation of duties.
• Help maintain audit-ready documentation for all financial records across entities.
• Support year-end processes such as 1099 preparation and year-end workpapers as assigned.

3. Process & Systems Support

• Use accounting systems (PDI experience a plus) to enter, track, and report financial data accurately.
• Identify opportunities to improve efficiency in transaction processing and reporting workflows.
• Assist in documenting and maintaining standard operating procedures for assigned processes.
• Support system upgrades, testing, or automation initiatives with guidance from senior accounting staff.
• Maintain and utilize document management and workflow tools to support processing efficiency.

4. Team Collaboration & Professional Development

• Partner with team members to resolve discrepancies and ensure accuracy across accounts and entities.
• Communicate clearly with colleagues, vendors, customers, and other internal and external stakeholders.
• Provide backup coverage for other accounting functions as needed to support team continuity.
• Seek feedback and training to expand knowledge across multiple accounting disciplines and industries.
• Contribute to a culture of accuracy, accountability, and continuous improvement.

Skills

• Required: Proficiency in Microsoft Excel (formulas, sorting, filtering, pivot tables, and data organization).
• Familiarity with accounting software; PDI experience preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines across entities.
• Effective written and verbal communication skills.
• Ability to analyze financial data and identify discrepancies.
• Eagerness to learn and grow within a collaborative team environment.

Experience & Education

• A degree in Accounting or an equivalent business major is preferred but not required.
• 3-5 years of professional experience is desired, particularly accounts receivable or accounts payable.
• Experience in a multi-entity environment or across multiple industries is a plus but not required.

Physical Requirements

• Work Environment: Office-based with flexibility for occasional remote work.
• Frequent use of hands and fingers; handling and feeling objects; walking, sitting, reaching, stooping, kneeling, crouching, talking, and hearing.
• Must physically submit to periodic drug, background, and clearance screenings (employment is contingent upon favorable results).