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Role And Responsibilities
- Analyze data and draft journal entries as needed to maintain GAAP-compliant books and records
- Generate financial reports as trained
- Perform recurring financial-related operational activities including activities such as bank wires, bank reconciliations, balance sheet account reconciliations, and sales tax filings
- Ensure entity compliance with legal documents (e.g., operating agreements) and debt agreements, including activities such as DSCR calculations, withdrawal certificates
Required Qualification & Education
- Training or experience working in an accounting and/or finance role
- Strong documentation, presentation, and communication skills
- University Degree (or equivalent) with 2-4 years of experience
- BS in Accounting or Finance (or equivalent) preferred
Required Skills & Competencies
- Beginning knowledge of GAAP - especially in basic concepts specific to the proper accounting treatment for revenues and expenses
- Strong interpersonal skills - the role is highly interactive with internal and external parties
- The individual must be comfortable being treated as a qualified - the individual must be reliable, highly communicative, and forward-thinking
- High fluency in English is required
Required Software Knowledge
- Expertise in MS Office MS Office (Word, Excel, PowerPoint, Outlook, Project) and Adobe PDF toolsets
Preferred Experience
- Experience working with a public accounting firm
Preferred Skills & Competencies
- Root cause analysis and problem solving skills
- Strong interpersonal and customer service skills
- CPA or CFA license
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