Staff Accountant - New Haven, United States - Creative Financial Staffing

    Creative Financial Staffing background
    Description

    Our Client in New Haven, CT is start-up virtual financial services company in HIGH growth mode looking to have a Staff Accountant join their team

    Why this Staff Accountant Position?

    • Things are GROWING and EVOLVING- So you can too
    • Established company with "start-up" feel
    • Big believers in that "their people drive their success"
    • Team Bonding is a priority- enjoy company events throughout the year
    • CFO has Mentorship Mindset
    • Hybrid work schedule

    Responsibilities of the Staff Accountant

    • Execute the following Accounting tasks for multiple clients:
    • Record receipts and deposits weekly
    • Categorize the bank feeds and enter missing transactions
    • Manage accounts payable and receivables using Melio or
    • Maintain and reconcile general ledger accounts
    • Ensure accurate and timely payroll preparation and processing
    • Reconcile bank accounts
    • Prepare monthly financial statements
    • Maintain thorough financial files following clients document retention policy
    • Assist with the preparation of Form 1099-M
    • Use Keeper to ask client questions about uncategorized transactions and to request documents
    • Utilize Asana to collaborate with other team members, manage weekly and monthly tasks, and
      request information from the client
    • Communicate with clients via telephone, Zoom, and email to answer questions and troubleshoot
    • Bring fresh ideas to help improve processes
    • Perform other duties as assigned
    Preferred Qualifications of the Staff Accountant
    • Bachelors degree in business or accounting
    • QuickBooks Online experience
    • Non-Profit Experience
    • 4+ years Accounting/Bookkeeping experience
    • Strong attention to detail and able to prioritize tasks
    • Proficient in MS Suite
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