Insight Global Jobs

Job Description

In addition to day-to-day accounting work, the Financial Accountant ensures all clients are taken care of and all their hands-on accounting, financial reporting, and analysis needs are completed in a timely, efficient, and accurate manner.

This role will involve working closely with clients and our team. You will have the opportunity to experience and apply multiple aspects of accounting, financial and general accounting transactions, analysis, and strategy. This role is required to manage existing clients and has the potential to grow into cultivating new clients.

Financial Accountant Essential Functions:

Oversees the client accounts they are responsible for:

• Delegate and coordinate tasks between themselves and the bookkeepers.

• Elevate potential projects up to the manager.

• Raise questions or concerns when they arise.

• Establish and create processes to streamline workflow.

• Communicates via emails and meetings with owners and other stakeholders regarding requests and questions.

Receives, approves, and, when necessary, investigates client's accounts payable invoices.

Handles client payroll with outsourced payroll firm.

Handles cash and credit card reconciliations for clients.

Record cash receipts for clients.

Reconcile other accounts as needed on the Balance Sheet or Profit & Loss.

Oversee month-end close, including AP and AR.

Review transactions and oversee general accounting daily operation.

Balance sheet reconciliation of all accounts including intercompany and equity accounts.

o Be able to review and manage any accounts handled by bookkeepers.

Review journal entries for accuracy and prepare closing entries.

Analyze monthly balance sheet and P&L.

Support the preparation and distribution of financial review packages.

Generates 1099's and W-2's for clients.

Calculate Sales Tax and remits.

Issue Invoices to customers of clients.

Performs other duties as assigned from time to time by accountants or partners.

Mindful of processes and constantly looking for new, improved ways to handle various tasks to increase efficiency.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

Education, Experience, and Skills Required:

1-3 years of accounting-related experience.

Must have an accounting degree.

Experience with full accounting cycle.

Participation in preparation of basic financial statement package (balance sheet and profit and loss statement).

Ability to perform several tasks concurrently with ease and professionalism.

Knowledge of computerized accounting and must be able to do a manual set of books.

Ability to communicate clearly and concisely, verbally and in writing, in English.

Must be able to keep client matters strictly confidential.

Must have excellent interpersonal skills and customer service skills. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.