Staff Accountant

Optima Office Fractional Staff Accountant

Want to work for a Company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted as a BEST PLACE TO WORK since 2020 by the San Diego Business Journal, as well as fastest growing company by inc 5000!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego.

Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder's motto for a decade. Half of the company's profits get paid out as bonuses to the team and for fun company events.

We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time.

"I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me!" - Robbie W, Client Services "What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive to its employees, and I look forward to being part of the Optima Office family for years to come." - Sr. Accountant

What to Expect Starting at Optima Office as a Fractional STAFF ACCOUNTANT...

• Flexibility you will be paired with clients that allow you to work the hours you prefer.
• Work/Life Balance whether you're spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.
• You Come First we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.
• Purpose Driven we enjoy partnering with like minded clients. Our client's values tend to line up directly with our own, making for a unique partnership with mutual benefits.

Optima Office is the place for you if

• You are adaptable - you can adjust on the fly and welcome diverse clients.
• You are technically strong you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.
• You are a pro-active communicator who has a sense of urgency with response time.
• You are kind and collaborative you are a team player who works well with others.
• You are a self-starter you take initiative and are proactive in accomplishing your goals.

Responsibilities & Duties

• Prepare consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.
• Maintain and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.
• Analyze information and options by developing spreadsheet reports, verifying information.
• Prepare general ledger entries by maintaining records and files; reconciling accounts.
• Prepare payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
• Develop and implements accounting procedures by analyzing current procedures; recommending changes.
• Answer accounting and financial questions by researching and interpreting data.
• Provide accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
• Protect organization by keeping information confidential and secure.
• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Accomplish accounting and organization mission by completing related results as needed.
• Enter accounts payable, create invoices, collections, post payments, follow-up on customer and vendor requests.

Pay Rate: $28-$33/hour

Additional Perks and Benefits:

• All positions can be full Time, part time, in-person or hybrid. Our clients do like to see us from time to time, but working remotely is an option.
• 401K with company match of up to 50% of the first 6%.
• Competitive pay with revenue sharing for salaried individuals.
• Medical, Dental, Vision & Life Insurance
• Vacation, Sick and Holiday Pay.
• Peer to Peer Recognition Program - Bonusly.
• Mentorship program.
• Happy hours and much more!

Requirements

Minimum Qualifications (Education, Experience, Skills)

• Bachelor's degree in accounting, finance or general business is required, but an associate's degree in finance or business administration will be considered.
• Willing and able to work in a Hybrid capacity - 3 days in office (San Diego)
• Thorough knowledge of accounting and corporate finance principles and procedures.
• Experience with QuickBooks and/or other automated accounting systems.
• Must have strong experience with Microsoft Excel, Access and Word.
• Strong verbal and written communication skills.
• Strong interpersonal, supervisory and customer service skills.
• Ability to multi-task, work under pressure and meet deadlines.
• Strong attention to detail and confidentiality.
• Understand debits and credits.

Preferred Qualifications:

• Proven working experience in accounting or relevant field.
• CPA
• QB, Appfolio, Netsuite, Intacct, Yardi, and/or Deltek experience.