Senior Accountant

Overview

FWD is a full-service strategic marketing agency delivering meaningful and measurable results in the health and non-profit sectors. Working with the most forward-thinking people and brands, our commitment to innovation, excellence, and empathy drives us and our work forward.

We pride ourselves on being our clients’ most trusted strategic partner—always staying well ahead of the curve, leveraging our expertise and foresight to better navigate change and seize opportunity.

As a Senior Accountant, you will oversee the day-to-day financial operations of our agency, ensuring accurate and efficient management of bookkeeping, accounting, and other operational processes. You'll play a crucial role in maintaining agency stability and supporting growth through meticulous financial management. As our first in-house finance manager, you’ll be implementing new tools, and processes, and contributing to our broader agency development. 

What You’ll Do

Agency Finance

• Manage all agency financial operations, including expenses, accounts receivable, accounts payable, invoicing, payroll, and contractor payment management.

• Manage 401k contributions and state tax registration/reporting.

• Manage Finance-related HR tasks, such as setting up new employees in Gusto. 

• Prepare and present monthly P&L statements; assist with forecasts and budget preparation.

• Ensure compliance with accounting best practices and accurate financial record-keeping.

• Monitor key financial metrics and KPIs, identifying variances and trends that require attention or action.

• Provide actionable insights and recommendations based on financial performance to help drive agency growth and profitability.

• Implement and contribute to process development and improvement, helping to connect our various tools and systems.

• Develop and implement improved insights and reporting capabilities, including financial forecasting.

Project and Account Finance

• Support Account Management teams by assisting with setup and closeout of new accounts, budget tracker management, and dashboard monitoring support.

• Support Account Managers in tracking project profitability and margin management.

• Collaborate with the Media team on paid media billing reporting for client invoicing.

Operations 

• Support on operations projects within the resource management, management, people experience, recruitment, and onboarding spaces as needed.

What You’ll Bring 

• You have at least 8 years of experience in accounting and financial management, ideally in a small to mid-sized agency environment.

• You hold a Bachelor's degree in Finance, Accounting, or a related field.

• You’re impeccably organized, possess a strong attention to detail and  passion for accuracy.

• You have extensive knowledge of accounting principles, bookkeeping practices, and financial reporting.

• You're skilled Quickbooks, and are excited about learning new financial and operational tools.  

• You are knowledgeable in both state and federal tax laws and are comfortable managing the associated processes and paperwork to ensure compliance.

• You've demonstrated the ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and meeting deadlines.

• You have strong analytical and problem-solving skills, with the ability to interpret financial data and clearly communicate findings & insights.

• You're experienced in developing and implementing financial processes and controls. 

• You’re eager to contribute to agency operations beyond finance, with a strong desire to learn and engage in new areas of the business.

• You have excellent communication skills, with the ability to explain complex financial concepts to non-finance team members.

• You bring a collaborative, patient, and detail-oriented approach to your work.

• You're self-motivated with a positive attitude and the ability to adapt to new situations and challenges.

• You're comfortable utilizing active listening, negotiation, and decision-making skills to navigate complex financial scenarios.

• You have a high level of integrity and professionalism, with a strong track record of managing sensitive and confidential information.

Working at FWD People

We are a senior team that champions integrity, adaptability, excellence, and growth. Here, you’ll collaborate with solution-focused colleagues to advance both our clients and our teams.

Our office is located in Brooklyn Heights, and we offer a flexible hybrid work schedule. We value in-person collaboration and connection but also understand the importance of offering the flexibility to work from home. For this role, you must be able and interested in working in the office at least one day per week.

We are dedicated to creating a diverse, equitable, and inclusive workplace where everyone feels valued and respected. As an equal-opportunity employer, we welcome differences in race, gender, age, sexual orientation, disability, and more. We believe that diversity drives innovation and success, and we are committed to ensuring equal opportunities and fostering a culture of respect and collaboration.

Benefits & Comp 

At FWD, we believe in supporting our team both personally and professionally.  We offer excellent benefits, including 25 days off per year +16 paid holidays, matching 401(k), medical, dental & vision, paid maternity & paternity leave, home office setup, yearly team retreats, and a comprehensive professional development program including executive coaching and a yearly professional development stipend. As we continue to grow, we enhance our benefits package to meet the needs of our team.

The salary range for this role is $90,000 - $110,000. This role is based in NYC (Brooklyn) with a flexible hybrid work schedule. 

Please note that this position will require a background check.