Senior Accountant

Mid-American Wealth; Kansas City (MO); Presencial; USD 60.000 - 70.000; Jornada completa

Descripción de la vacante

Mid-American Wealth Advisory Group is seeking an experienced, detail-oriented Senior Accountant to oversee the company’s internal accounting functions and provide financial insight that supports business operations and leadership decisions. This position manages financial records, budgets, corporate forecasting, commissions, accounts payable and receivable, and financial reporting.

The Senior Accountant also works closely with leadership and our internal CPA, providing support with tax return

Formación

• Bachelor’s degree in Accounting, Finance, or a closely related field.
• 5+ years of professional accounting experience, preferably including corporate or internal accounting responsibilities.
• Strong proficiency in QuickBooks, including financial reporting, transaction management, and account reconciliation.
• Experience with budgeting, financial forecasting, and financial statement preparation.
• Working knowledge of accounts payable, accounts receivable, general ledger accounting, and reconciliations.
• Strong analytical skills, Microsoft Excel proficiency, and ability to resolve financial discrepancies.
• Excellent organization, attention to detail, and ability to manage multiple deadlines independently.
• Clear communication skills, discretion, and sound professional judgment.

Responsabilidades

• Oversee daily internal accounting operations, ensuring accuracy, organization, and timely completion.
• Manage accounts payable, accounts receivable, general ledger activity, and account reconciliations.
• Maintain accurate financial records and supporting documentation.
• Oversee accounting activity within QuickBooks and ensure transactions are properly recorded and categorized.
• Review financial transactions, investigate discrepancies, and support month-end and year-end closing processes.
• Identify opportunities to improve accounting procedures, internal controls, and efficiency.
• Develop and maintain corporate financial forecasts to support business planning.
• Monitor company budgets and evaluate actual performance against projections.
• Prepare financial reports and communicate trends, variances, and potential concerns to leadership.
• Analyze financial data to identify improvement opportunities and support leadership decisions.
• Calculate, review, and reconcile employee and advisor commissions for accuracy.
• Coordinate compensation-related reporting with leadership.
• Provide accounting oversight and coordination for payroll alongside the existing payroll provider.
• Collaborate with the internal CPA on accounting and tax-related responsibilities.
• Assist with overflow tax return preparation, particularly during tax season.
• Organize tax-related financial records and support additional projects as needed.

Conocimientos

Accounting

Analytical skills

Excel

Communication

Organization

Educación

Bachelor's degree in Accounting

Herramientas

QuickBooks

Descripción del empleo

Mid-American Wealth Advisory Group is seeking an experienced, detail-oriented Senior Accountant to oversee the company’s internal accounting functions and provide financial insight that supports business operations and leadership decisions.

This position manages financial records, budgets, corporate forecasting, commissions, accounts payable and receivable, and financial reporting. The Senior Accountant also works closely with leadership and our internal CPA, providing support with tax return preparation during high-volume periods.

The ideal candidate is analytical, organized, proactive, and comfortable taking ownership of accounting responsibilities while communicating effectively and contributing to a collaborative culture.

BASE SALARY: $60,000-$70,000/annually

KEY RESPONSIBILITIES

• Oversee daily internal accounting operations, ensuring accuracy, organization, and timely completion.
• Manage accounts payable, accounts receivable, general ledger activity, and account reconciliations.
• Maintain accurate financial records and supporting documentation.
• Oversee accounting activity within QuickBooks and ensure transactions are properly recorded and categorized.
• Review financial transactions, investigate discrepancies, and support month-end and year-end closing processes.
• Identify opportunities to improve accounting procedures, internal controls, and efficiency.
• Develop and maintain corporate financial forecasts to support business planning.
• Monitor company budgets and evaluate actual performance against projections.
• Prepare financial reports and communicate trends, variances, and potential concerns to leadership.
• Analyze financial data to identify improvement opportunities and support leadership decisions.

Commissions & Payroll Coordination

• Calculate, review, and reconcile employee and advisor commissions for accuracy.
• Maintain supporting documentation for commission calculations and payments.
• Coordinate compensation-related reporting with leadership.
• Provide accounting oversight and coordination for payroll alongside the existing payroll provider.
• Maintain confidentiality of compensation, payroll, and other sensitive financial information.

Tax & CPA Support

• Collaborate with the internal CPA on accounting and tax-related responsibilities.
• Assist with overflow tax return preparation, particularly during tax season.
• Organize tax-related financial records and support additional projects as needed.

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or a closely related field.
• 5+ years of professional accounting experience, preferably including corporate or internal accounting responsibilities.
• Strong proficiency in QuickBooks, including financial reporting, transaction management, and account reconciliation.
• Experience with budgeting, financial forecasting, and financial statement preparation.
• Working knowledge of accounts payable, accounts receivable, general ledger accounting, and reconciliations.
• Strong analytical skills, Microsoft Excel proficiency, and ability to resolve financial discrepancies.
• Excellent organization, attention to detail, and ability to manage multiple deadlines independently.
• Clear communication skills, discretion, and sound professional judgment.

PREFERRED QUALIFICATIONS

• Certified Public Accountant (CPA) designation.
• Intuit QuickBooks Online ProAdvisor certification or QuickBooks Online Advanced certification.
• Experience overseeing accounting operations for a growing organization.
• Experience with commission calculations, compensation reporting, or payroll coordination.
• Experience preparing individual or business tax returns.
• Experience developing forecasts and presenting financial information to executive leadership.

WHAT SUCCESS LOOKS LIKE

A successful Senior Accountant demonstrates strong ownership of the company’s internal financial operations while maintaining accuracy, accountability, and professionalism.

• Maintains accurate, organized, and reconciled financial records.
• Completes accounting responsibilities and reporting within established deadlines.
• Provides dependable forecasts, financial reports, and meaningful insights to leadership.
• Identifies and resolves discrepancies before financial information is finalized.
• Communicates proactively about trends, risks, and areas requiring attention.
• Builds strong working relationships with leadership, the internal CPA, and other departments.
• Protects confidential information and strengthens accounting processes.

OUR IDEAL CANDIDATE

We are looking for someone who does more than maintain the books. The ideal candidate takes ownership of the company’s financial operations, anticipates needs, identifies opportunities for improvement, and becomes a trusted resource to leadership. This individual should also be personable, collaborative, dependable, and adaptable.