Senior Accountant

Confidential; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Confidential, a growing financial services organization, seeks an experienced Senior Accountant in Charlotte, NC. This hands-on role covers general ledger, month-end close, reconciliations, and financial reporting support under US GAAP.

The ideal candidate thrives on accuracy, process improvement, and Excel excellence, working directly with the Controller to strengthen accounting operations and internal controls.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Strong understanding of US GAAP, general ledger accounting, and full accounting cycle.
• Advanced Microsoft Excel proficiency including pivot tables, VLOOKUP/XLOOKUP, complex formulas and large data analysis.
• Experience with ERP or accounting systems such as NetSuite, Dynamics 365, Sage, QuickBooks, or similar.
• Experience with full-cycle accounts payable and financial controls.

Responsibilities

• Own general ledger activities, including journal entries, accruals, prepaids, depreciation, and adjustments.
• Execute monthly, quarterly, and annual close activities with accuracy and timeliness.
• Review trial balances, investigate discrepancies, and maintain accurate records.
• Prepare balance sheet, bank, cash, intercompany, and reconciliations; research discrepancies.
• Support preparation of financial statements and management reporting per US GAAP; assist with variance analysis, budgeting, and forecasting.
• Process accounts payable: invoice processing, vendor management, and payments; reconcile payroll and employee expenses.
• Support ERP implementation, system integrations, and accounting process improvements; develop close checklists and reconciliation workpapers.
• Assist with external audits, technical accounting matters, and internal control activities.

Skills

Advanced Excel

US GAAP knowledge

Month-end close ownership

Analytical skills

Independent work

Education

Bachelor's degree in Accounting or Finance

Tools

NetSuite

Dynamics 365

Sage

QuickBooks

Job description

Location: Charlotte, NC (On-Site)

Employment Type: Full-Time, Exempt

Experience Required: 5+ Years

Department: Finance & Accounting

Reports To: Controller

About the Opportunity

We are seeking an experienced, detail-oriented Senior Accountant to join a growing financial services organization headquartered in Charlotte, NC.

This is an exciting opportunity for a hands-on accounting professional to play a key role in establishing and strengthening accounting operations, financial controls, and reporting processes.

Reporting directly to the Controller, the Senior Accountant will take ownership of general ledger activities, month-end close, account reconciliations, and financial reporting support. The ideal candidate is highly proficient in Excel, possesses strong technical accounting knowledge, and thrives in an environment where initiative, accuracy, and process improvement are valued.

Key Responsibilities

General Ledger & Month-End Close

• Own general ledger activities, including journal entries, accruals, prepaids, depreciation, and account adjustments.
• Execute monthly, quarterly, and annual closing activities, ensuring accuracy and timely completion.
• Review trial balances, investigate discrepancies, and maintain accurate financial records.

Account Reconciliations & Financial Reporting

• Prepare and maintain balance sheet, bank, cash, intercompany, and clearing account reconciliations.
• Research and resolve reconciliation discrepancies.
• Support the preparation of financial statements and management reporting in accordance with US GAAP.
• Assist with variance analysis, budgeting, and forecasting activities.

Accounts Payable & Expense Accounting

• Support full-cycle accounts payable, including invoice processing, vendor management, and payment activities.
• Reconcile payroll, corporate card, and employee expense transactions.
• Ensure compliance with internal accounting policies and approval procedures.

Accounting Systems & Process Improvement

• Support ERP implementation, system integrations, and accounting process enhancements.
• Develop and maintain accounting procedures, reconciliation workpapers, and close checklists.
• Identify opportunities to improve efficiency through automation and process standardization.

Audit & Internal Controls

• Prepare audit-ready documentation and supporting schedules.
• Assist with external audits, technical accounting matters, and internal control activities.
• Maintain accurate documentation and ensure compliance with applicable accounting standards.

Required Qualifications

• 5+ years of progressive accounting experience, including hands-on ownership of month-end close and account reconciliations.
• Bachelor's degree in Accounting, Finance, or a related field.
• Strong understanding of US GAAP, general ledger accounting, and the full accounting cycle.
• Advanced Microsoft Excel proficiency, including pivot tables, VLOOKUP/XLOOKUP, complex formulas, and large data set analysis.
• Experience preparing complex journal entries, balance sheet reconciliations, and financial reporting schedules.
• Proficiency with ERP or accounting systems such as NetSuite, Dynamics 365, Sage, QuickBooks, or similar platforms.
• Experience with full-cycle accounts payable and financial controls.
• Strong analytical, organizational, and problem-solving skills.
• Ability to work independently, manage competing priorities, and take ownership of accounting deliverables.

Preferred Qualifications

• CPA designation or active CPA candidate.
• Experience in banking, fintech, payments, or regulated financial services.
• Experience with ERP implementations, accounting system conversions, or process automation.
• Familiarity with settlement and clearing account reconciliations.
• Experience supporting external audits and internal control documentation.
• Knowledge of IFRS and technical accounting research.

Why Consider This Opportunity?

• Opportunity to help build and enhance accounting operations within a growing organization.
• Direct collaboration with finance leadership.
• Hands-on involvement in ERP implementation and process improvements.
• Broad exposure to accounting operations, financial reporting, and internal controls.
• Opportunity to make a meaningful impact while advancing your accounting career.

This is a full-time, on-site opportunity in Charlotte, NC, with a standard Monday–Friday schedule of 8:00 AM–5:00 PM. Additional hours may occasionally be required during month-end close, audits, or system implementations.