Staff Accountant - San Diego, CA, United States
3 days ago
Job description
Description#LI-Hybrid #LI-JF1
ResponsibilitiesCBIZ is seeking a highly motivated Staff Accountant / Analyst to join our growing Outsourced Accounting & Advising team. As a part of our national firm, you will have the opportunity to serve a diverse portfolio of clients across industries, supporting their day-to-day accounting functions and helping deliver accurate, insightful financial information to power business decisions.
Position Overview:
As a Staff Accountant / Analyst with CBIZ, you will work on multiple client accounts each month under the supervision of experienced Managers and Directors. The role includes full month-end closing processes as well as participating in monthly advisory calls. This is an excellent opportunity to expand your skills and experience, collaborate with a team of professionals, and make a direct impact on our clients' financial success.
Essential Functions and Primary Duties
- Prepare journal entries as part of month-end close and maintain accurate general ledger and subsidiary ledgers for assigned clients
- Process accounts payable, accounts receivable, payroll transactions and perform bank and credit card reconciliations as needed
- Handle sales tax filings and basic compliance reporting as needed
- Prepare monthly, quarterly, and annual financial statements using our executive reporting tools
- Communicate with clients to gather information, resolve discrepancies, and assist in advising clients relative to their financial results
- Collaborate with Managers and Directors on process improvements and best practices
- Participate in monthly client financial and advisory meetings
Qualifications
- Proficiency in QBO accounting software required
- Proficiency in Yardi, Sage Intacct, , Gusto, other software skills a plus
- Strong attention to detail, organizational, and time management skills
- Ability to manage multiple client assignments simultaneously
- Excellent written and verbal communication skills
- Comfortable working as part of an in-office team environment
- Client- advisory mindset and eagerness to learn and grow
- Enjoy learning and working with Company approved AI tools
- Innovative, forward thinking and constantly looking to streamline and improve processes
- Intrinsic curiosity required
Minimum Qualifications
- Bachelor's degree in Accounting, Finance or relevant field, or relevant experience in lieu of a degree
- Two years of functional accounting experience
- Proficient use of applicable technology
- Able to work in team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
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