Senior Accountant managing general ledger, financial close, and equity accounting for EverCommerce’s SaaS service - commerce platform. Supporting stock compensation reporting and equity administration.
About the role
- Senior Accountant managing client accounting tasks for a fully remote firm in Canada. Focused on delivering exceptional customer experiences while ensuring accurate financial reporting and process improvements.
Responsibilities
- Manage accounting information systems and software for client organizations
- Mentor and coach Staff Accountants on technical accounting issues.
- Manage client relationships.
- Build toward managing a small team of staff accountants as the firm’s practice grows.
- Own the gross margin of your pod, with visibility into engagement profitability and accountability for team utilization.
- Own complex bookkeeping and vController engagements.
- Perform the day-to-day accounting activities to maintain client records, including accounts receivable and payables, while ensuring completeness of the records.
- Enter data into accounting systems/software, while managing the integrity of information and documentation.
- Review and process documentation submitted by clients (bills, invoices, etc).
- Proactively reach out to clients for additional information that’s needed.
- Communicate with clients by email and video calls.
- Prepare financial reports and budgets to share with the client.
- Organize accounting records, financial statements, and reports to share with the client.
- Identify process improvements and bring them to resolution to share with the Manager of Accounting Services.
- Execute assigned tasks while ensuring compliance.
- Identifies opportunities for additional services.
- Build and manage accounting and financial systems using Zenbooks best practices and SOPs.
- Provide subject matter expertise and understand the needs of clients.
- Maintain client relationships
- Ensure client solutions are delivered on time.
- Maintain and build relationships with internal accountants and consultants.
- Oversee implementation of new software (e.g., payroll, accounting, payments) and processes in client organizations.
- Perform bank and credit card reconciliations and follow up on outstanding supporting documentation
- Preparing sales tax (GST/HST/PST) return s
- Perform financial statement reviews and prepare client files for year-end tax accountants
Requirements
- 2-3 years of experience working in a client-facing position within public accounting.
- 1-2 years of experience helping clients with monthly reporting in a client-facing position.
- Familiarity with cloud accounting software (such as Xero and/or QBO)
- Must pass a criminal background check and/or education and employment verification.
- Working from home is a requirement, including access to high-speed internet and availability during core business hours.
Benefits
- 5 Personal Days
- 10 Vacation days
- 1 week during the winter holidays
- 100% Employer-paid Health benefits (medical, dental, disability, life insurance, and vision) (including EAP) and flexible health spending account
- Group Registered Retirement Savings Plan (RRSP)
- 100% Employer-paid Laptop, monitor, keyboard and mouse
- 100% Employer-paid Ergonomic assessment of your home office (Virtual)
- Flexible work schedule
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Senior Accountant managing general ledger close, financial reporting, and equity accounting for EverCommerce’s SaaS service - commerce platform. Supporting stock compensation, audits, and cross - functional finance initiatives remotely.
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