drjobs Accountant - Client Services

Accountant - Client Services

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1 Vacancy
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Job Location drjobs

Pleasanton, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

We are in need of an Accountant who is able to manage accounts communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.

Responsibilities:

Serves as primary contact with Client; manages daytoday operations with team members

Reviews and maintains accounting checklists

Provides financial information to management by researching and analyzing accounting data; preparing

reports

Looks for opportunities to improve client accounting processes; inclusive of software automation

Prepares asset liability and capital account entries by compiling and analyzing account information

Documents financial transactions by entering account information

Recommends financial actions by analyzing accounting options

Summarizes current financial status by collecting information; preparing balance sheet profit and loss

statement and other reports

Substantiates financial transactions by auditing documents

Maintains accounting controls by preparing and recommending policies and procedures

Reconciles financial discrepancies by collecting and analyzing account information

Secures financial information by completing database backups

Maintains financial security by following internal controls

Prepares payments by verifying documentation and requesting disbursements

Answers accounting procedure questions by researching and interpreting accounting policy and regulations

Complies with federal state and local financial legal requirements by studying existing and new legislation

enforcing adherence to requirements and advising management on needed actions

Prepares special financial reports by collecting analyzing and summarizing account information and trends

Maintains customer confidence and protects operations by keeping financial information confidential

Requirements/Experience:

3 years fullcycle accounting experience

Nonprofit entity experience preferred

Demonstrated ability of servicing clients

Microsoft Dynamics SL experience preferred

QuickBooks experience required

Sage Great Plains and/or SAGE experience preferred

Accounting degree preferred

Strong ability to review financials

Inventory/Manufacturing experience a plus

Excellent written and verbal communications skills

Technically savvy able to learn new software; software integration experience strongly preferred


Required Experience:

Senior IC

Employment Type

Full-Time

Company Industry

About Company

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