Senior Accountant & Onboarding Lead for Nonprofit Clients

Upic Solutions, Inc.; Cincinnati (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

Upic Solutions is seeking a Senior Accountant to manage month-end close and financial statement preparation for multiple client partners. You will also help onboard new accounting services clients and ensure GAAP compliance throughout the process.

The ideal candidate has a degree in Finance/Accounting and 3–5 years of accounting experience, with strong Excel skills and the ability to work independently and collaboratively.

Qualifications

• Degree in Finance/Accounting or related field required.
• 3-5 years of accounting experience with GAAP knowledge.
• Proficient in accounting software and Excel.
• Strong communication and organizational skills.

Responsibilities

• Perform monthly and annual journal entries and reconciliations, ensuring GAAP adherence.
• Coordinate monthly and annual closing of financial statements for clients.
• Prepare 1099 forms for clients.
• Assist in onboarding accounting services clients and meet regularly.
• Prepare analysis and explain unusual or trends.
• Evaluate workflows for accuracy, efficiency, and improvements.
• Identify opportunities for process automation benefiting finance teams and clients.
• Collaborate with other departments on client matters.
• Provide leadership and development support to Accounting Specialists.
• Engage in special projects and system implementations as directed.
• Other duties as assigned.

Skills

GAAP knowledge

Excel skills

Journal entries

Communication

Confidentiality

Detail oriented

Time management

Education

Bachelor's degree in Finance/Accounting

Tools

Accounting software

Job description

Upic Solutions is seeking a Senior Accountant to manage month-end close and financial statement preparation for multiple client partners. You will also help onboard new accounting services clients and ensure GAAP compliance throughout the process.

The ideal candidate has a degree in Finance/Accounting and 3–5 years of accounting experience, with strong Excel skills and the ability to work independently and collaboratively.