Senior Accountant, Client Accounting & Advisory — Retail

CliftonLarsonAllen Wealth Advisors, LLC; Green Bay (WI); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior for the CAAS (Client Accounting & Advisory Services) group supporting the Retail industry, based in Green Bay, WI. The role focuses on client service, month-end processing, and detailed account reconciliations.

Responsibilities include overseeing accounts payable and receivable cycles, preparing financial statements, and guiding Associates and Analysts. A Bachelor's degree and at least 2 years of accounting experience are required.

Qualifikationen

• 2 years of relevant accounting and/or financial experience is required.
• Bachelor's degree is required.

Aufgaben

• Develops an understanding of each client’s business/organization operations and manages multiple clients.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and payroll postings.
• Coordinates and reviews account reconciliations (prepaids, receivables, fixed assets, accruals) and prepares financial statements.
• Oversee workflow and quality of work of Associates and Analysts; supervise and ensure efficient output.
• Assists with internal audit, due diligence, system selection, and other consultative projects.

Kenntnisse

Client service

Financial statement review

Month-end processing

Ausbildung

Bachelor's degree

Jobbeschreibung

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior for the CAAS (Client Accounting & Advisory Services) group supporting the Retail industry, based in Green Bay, WI. The role focuses on client service, month-end processing, and detailed account reconciliations.

Responsibilities include overseeing accounts payable and receivable cycles, preparing financial statements, and guiding Associates and Analysts. A Bachelor's degree and at least 2 years of accounting experience are required.