Senior Accountant - CAS

SuccessFactors

Responsibilities

• Reconcile accounts payable (AP), and accounts receivable (AR), and prepare and enter month-end adjusting journal entries
• Prepare comprehensive financial reporting, including balance sheets, income statements, cash flow statements, financial analyses, and highlight budget variances
• Set priorities and review the work of team members, including payroll journals, bank transaction coding, and month-end journal entries, and ensure staff adhere to best practices and internal controls
• Update accounting software with client data and ensure accurate record-keeping
• Prepare for, schedule, and conduct client meetings, ensuring thorough preparationand follow-up on identified tasks, and maintain effective clientcommunication

• Promptly respond to client inquiries and requests for information within 24 hours while maintaining high-quality customer service
• Prepare workpapers, review financial statements foraccuracy
• Develop a deep understanding of client industries and accounting operations, and contribute to the improvement of financial systems and processes
• Retrieve bills from vendor sites and conduct bank and expense managementreconciliations
• File, pay, and track sales tax, ensuring compliance with deadlines and maintaining accuraterecords
• Assist and support team members with bill coding, client questions, and fill in for absent teammates as needed
• Perform additional responsibilities and adapt to client needs for month-end closing and other accounting tasks
• Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions

People Management andRelationships

• Cultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their serviceexpectations
• Lead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future success
• Proactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnership
• Promote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectives
• Demonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conduct
• Take personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedback

BusinessGrowth

• Demonstrate an understanding of RKL's business model, service lines, and competitivelandscape
• Leverage knowledge of client service capabilities to contribute to the firm's growth and client satisfaction

• Stay informed on technological advancements and their potential impact on the firm's success and service delivery

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 RequiredKnowledge,Skills,and/orAbility

• Excellent organization skills and strong attention todetail
• Multitasker with the ability to prioritize workaccordingly
• Excellent verbal and written communication skills with strong client servicefocus
• Strong analytical and interpersonalskills
• Ability to work autonomously under the pressure of tight deadlines and multiplepriorities
• Proficiency with Microsoft Word, Excel andOutlook
• Ability to thrive and adapt in a fast pacedenvironment
• Problem solving skills; ability to shift focus and adapt tochanges

 Education, Experience and Certifications

• Bachelor’s degree in Accounting, Finance or relatedfield
• Minimum of 5 years of general accounting and payroll experience in a corporate settingrequired
• CPA certification or other relevant certification aplus

EssentialFunctions

• Must be able to remain in a stationary position asneeded
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20pounds
• Ability to work outside of normal business hours and weekends asneeded
• Ability to travel to local and non-local clients as needed, overnight travel may berequired
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: