Pleasanton, CA, 94588, USA
323 days ago
Accountant - Client Services
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 day-to-day 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 full-cycle accounting experience · Non-profit 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 Powered by JazzHR
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