Senior Accountant
Senior Accountant
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Job Description
About Earned Wealth
Earned is a taxsmart financial services firm dedicated to serving doctors their families and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practicebased solutions to maximize their wealth potential and drive better financial outcomes.
What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy acquiring and integrating bestinclass financial services firms to expand our capabilities and accelerate our vision. Backed by leading investorsincluding Summit Partners Silversmith Capital Juxtapose Hudson Structured and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.
Our technologydriven approach supported by fiduciary experts and modern taxsmart tools ensures clients have a clear realtime view of their financial trajectory through our iOS app and beyond.
Join us as we build the future of financial services for doctorsfaster smarter and at scale.
The Position
The Senior Accountant will support financial reporting and accounting operations including monthend close reconciliations journal entry preparation financial analysis and treasury functions. This role reports into the Controller. This role is hybrid and based out of our Walnut Creek office.
Essential Duties and Responsibilities
Ownership of corporate credit card and expense reimbursement program to ensure compliance with company policies
Monitor cash balances and make certain cash transactions are posted timely and accurately
Perform balance sheet reconciliations (credit card prepaid expenses A/R unbilled A/R deferred revenue etc.
Maintain fixed asset and intangible asset schedules
Reconcile Flexible Spending and Health Savings Accounts
Review client invoicing and revenue against contracts to ensure billing is done correctly and in compliance with ASC 606
Monthly review of expenses and revenues for accuracy
Assist with monthend close including preparation of journal entries
Assist with financial statement preparation and analysis
File all business licenses 1099s and property tax returns as required by city state county and federal law
Assist with annual financial audit and tax return filings
Performing other duties as assigned
Skills Experience and Qualifications
Bachelors degree in accounting or finance required
Three to five years of corporate accounting experience required ideally in a multientity professional services organization with minimum of $25M in revenue
Strong knowledge of Generally Accepted Accounting Principles including ASC 606 and ASC 842
Advanced Excel skills (i.e. VLOOKUPS SUMIFS PIVOTS etc.
Proficient in NetSuite (ideally have implemented NetSuite at a prior organization)
Strong ability to multitask and handle competing priorities
Strong analytical and problemsolving skills
Strong communication skills both oral and written
Must be able to creatively figure out solutions with minimal supervision
Must be wellorganized detailed concise and flexible
Benefits
An attractive total compensation package
Employersponsored health insurance (medical dental vision)
401k 5 match
Required Experience:
Senior IC
Employment Type
Full-Time
