Internal Accountant

Waypoint Invest; Birmingham, Northern (AL, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Dynamic work environment

Meaningful projects

Supportive team culture

Job summary

Waypoint Investments seeks an Internal Accountant to maintain accurate financial records and support strategic decisions. The role covers day-to-day bookkeeping, payroll, AP/AR, and month-end closes with detailed reporting and trend analysis.

You will engage with owners and teams to align financial strategies with operations, while leading efficiency enhancements and profitability initiatives across the business.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field or equivalent experience.
• Minimum 3 years of accounting or bookkeeping experience.
• Strong grounding in financial principles, reporting, and reconciliation processes.
• Excellent attention to detail and ability to follow instructions.
• Creative and strategic problem-solving ability and effective communication.
• Proficiency in QuickBooks, Xero, and advanced Excel skills.

Responsibilities

• Handle day-to-day bookkeeping: AP/AR, payroll, and bank reconciliations.
• Maintain organized financial records in line with regulatory standards.
• Manage month-end close process with timely, accurate reporting.
• Prepare financial and performance reports; analyze data for trends and risks.
• Discuss reports with owners and team; provide actionable feedback.
• Collaborate with business owners to align financial and operational goals.
• Identify and lead process-improvement projects to boost efficiency and profitability.

Skills

Bookkeeping

AP/AR

Payroll processing

Bank reconciliations

Financial reporting

Data analysis

Attention to detail

Communication

Team collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks

Xero

Excel

Job description

About Our Company:

Our foundation is built on the aim to provide first-in-class moving experiences to our customers. We believe this is only achievable, and maintainable, through an unwavering commitment to caring for our people: our customers, our vendors, and our team members-especially those that are in the field serving our customers daily.

Our dedication to excellence has earned us several prestigious awards, including multiple recognitions as a Top Tiger by Auburn University, a Fast Track recipient by the Birmingham Business Journal, and the Alabama Trucking Association's award for the safest moving and storage fleet. These honors reflect our ongoing commitment to quality, safety, and innovation in everything we do.

Job Description: Internal Accountant - Small Business

Position Summary:

We are on the search for a dedicated and highly motivated Internal Accountant to join our team. This role is critical in maintaining accurate financial records, ensuring smooth month-end closes, and supporting strategic decision-making processes. Beyond routine accounting duties, the position offers the opportunity to contribute to projects aimed at improving efficiency, enhancing customer experience, and increasing profitability.

Key Responsibilities:

• Handle day-to-day bookkeeping, including accounts payable/receivable, payroll processing, and bank reconciliations.
• Maintain organized financial records in compliance with regulatory standards.

Month-End Close:

• Manage and execute the month-end close process, ensuring timely and accurate financial reporting.
• Reconcile accounts, verify data accuracy, and maintain the integrity of financial records.
• Prepare comprehensive financial and performance reports.
• Analyze financial data to identify trends, opportunities, and risks.
• Review and discuss financial reports with team members and owners, providing actionable feedback.
• Engage frequently with business owners and other team members to align financial strategies with operational goals.
• Provide financial insights to support business decisions and strategic planning.

Process Improvement Projects:

• Utilize available time to spearhead projects that enhance operational efficiency, customer satisfaction, and profitability.
• Develop creative and strategic solutions to address challenges and improve systems.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience).
• Minimum of 3 years of accounting or bookkeeping experience.
• Strong understanding of financial principles, reporting, and reconciliation processes.
• Exceptional attention to detail and ability to follow instructions meticulously when required.
• Demonstrated ability to think creatively and strategically to solve problems and develop innovative solutions.
• Excellent communication and interpersonal skills for engaging with team members and leadership.
• Proficiency in accounting software (e.g., QuickBooks, Xero) and advanced skills in Microsoft Excel.
• Intelligent and resourceful, with a keen analytical mindset.
• Highly organized, detail-oriented, and capable of managing multiple tasks simultaneously.
• Adaptable and open to learning, with a proactive approach to improvement and problem-solving.
• Strong team player with the ability to collaborate effectively across departments.

What We Offer:

• A dynamic work environment where your contributions directly impact the success of the business.
• Opportunities to engage in meaningful projects beyond traditional accounting duties.
• A supportive team culture focused on growth, collaboration, and innovation.