Senior Accountant - Financial Forecasting & Ops Lead

Mid-American Wealth; Kansas City (MO); On-site; USD 60,000 - 70,000; Full time

Job summary

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

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.

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.
• 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.

Skills

Accounting

Analytical skills

Excel

Communication

Organization

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Job description

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