Senior Accountant

As a Senior Accountant at Earned, your primary responsibilities will include managing month-end close processes, preparing journal entries, and conducting financial analyses. You’ll take ownership of the corporate credit card and expense reimbursement program, ensuring compliance with company policies, and perform critical tasks such as balance sheet reconciliations and maintaining asset schedules. Your role will also involve reviewing client invoicing, assisting in financial statement preparations, and contributing to our annual financial audit.

To qualify for the Senior Accountant position at Earned, candidates need a Bachelor’s degree in accounting or finance, alongside three to five years of corporate accounting experience, ideally within a professional services organization. Knowledge of Generally Accepted Accounting Principles, particularly ASC 606 and ASC 842, is crucial, as are advanced Excel skills and proficiency in NetSuite. Strong analytical, communication, and multitasking abilities are also necessary for success in this position.

Essential skills for a Senior Accountant at Earned include a deep understanding of accounting principles and practices, particularly in multi-entity environments. Adapting to our fast-paced organization requires strong analytical and problem-solving capabilities, alongside advanced Excel skills, including VLOOKUPS and PIVOTS. Strong written and verbal communication skills will help you navigate effectively within teams and make recommendations to improve processes.

The work environment at Earned for the Senior Accountant role is dynamic, collaborative, and hybrid. You’ll spend time in our Walnut Creek office, working alongside knowledgeable professionals who share a passion for redefining financial services for doctors. Our culture promotes creative problem-solving and flexibility, ensuring you feel supported while handling your responsibilities and contributions.

Earned is committed to the growth and development of its employees, including Senior Accountants. We provide various opportunities for continuous learning, exposure to new financial tools and systems, and mentorship from experienced professionals. Additionally, through our strategic growth model and acquisition strategy, team members can engage in innovative projects that broaden their expertise and career trajectory within the financial services industry.

In my previous role, I was responsible for leading the monthly closing process, ensuring all transactions were accurately recorded and reconciled. I prioritized tasks to meet deadlines and developed checklists to streamline the process. When faced with challenges, I collaborated with different departments to ensure all necessary data was captured, contributing to a successful close.

I have extensive experience with NetSuite, having implemented it in my previous organization. My proficiency extends to data analysis and reporting, allowing me to leverage the software for enhanced decision-making processes. I also have experience with other accounting software, including QuickBooks and Excel, enabling effective financial management.

To ensure compliance with accounting standards, I consistently stay updated on the latest changes in GAAP, such as those outlined in ASC 606 and ASC 842. I also conduct regular audits and internal reviews, utilizing checklists to verify that all processes align with regulations. Keeping open communication with my team also helps to address compliance-related concerns proactively.

In a previous role, we faced discrepancies in our billing system. I led an investigation, analyzing records and identified a miscommunication in our invoicing process. By developing a new protocol for review and communication, we resolved the issue and decreased discrepancies by 30%, improving client trust and satisfaction.

I employ a prioritization strategy that focuses on urgent versus important tasks. By maintaining a detailed task list and timeline, I allocate time for each responsibility and review my progress regularly. This allows me to stay on top of my workload while remaining flexible to accommodate unforeseen changes.

Communication is pivotal in accounting as it facilitates effective collaboration among team members. It ensures clarity regarding financial reporting expectations and compliance requirements. Regular updates and discussions with stakeholders enable me to address inquiries efficiently and promote transparency in financial operations.

When I encounter discrepancies in financial reports, I initiate a thorough review of the relevant data and documents. I often consult with team members involved in the reporting process to identify the source of the issue. Once identified, I formulate a plan to resolve the discrepancy, ensuring future processes are adjusted to prevent reoccurrence.

I utilize a combination of trend analysis and ratio analysis for financial evaluations. By interpreting financial ratios and performance trends, I draw meaningful conclusions, which help in decision-making and strategic planning. I also integrate data visualization techniques to present findings compellingly to stakeholders.

The most challenging part can often be balancing the need for accuracy with tight deadlines. However, implementing robust time management strategies and utilizing technology can greatly mitigate this challenge. Constant communication with team members also ensures that responsibilities are shared effectively, helping to achieve targets without compromising quality.

I actively follow industry publications, attend webinars and seminars, and participate in professional accounting organizations. Engaging with fellow professionals also provides insights into evolving regulations, which helps ensure my knowledge and practices stay current and compliant.