Senior Associate

Lohman & Associates, Inc.; San Diego (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

Lohman & Associates, Inc. is seeking a motivated Senior Accountant to join their expanding team in San Diego, California. This role involves supervising staff, managing client portfolios, and preparing comprehensive financial reports and analyses.

The ideal candidate will have a Bachelor's degree in accounting, a CPA license, and three to six years of experience in a related field. Proficiency in GAAP accounting and Microsoft Excel is essential, with a preference for experience in the life sciences sector.

Qualifications

• Bachelor’s degree in accounting or related discipline required.
• Three to six years of related experience.
• Demonstrated expertise in GAAP accounting.
• Excellent inter-personal and communication skills.
• Experience with Microsoft Office required, specifically in Excel.
• Experience in life science industries preferred.

Responsibilities

• Supervise staff and perform detailed review of client operations.
• Manage and serve as primary contact for a portfolio of clients.
• Supervise and prepare month-end close of books.
• Prepare and review periodic financial statements.

Skills

GAAP accounting

Excel

Interpersonal communication

Education

Bachelor’s degree in accounting or related discipline

Tools

QuickBooks Online

Job description

We are looking for a motivated Senior Accountant to join our expanding team at Lohman & Associates. The Senior Accountant will be responsible for multiple duties on behalf of our great clients, including all aspects of client daily operations and financial reporting.

RESPONSIBILITIES

• Supervise staff and perform detailed review of day-to-day client operations
• Manage and serve as primary contact for a portfolio of clients
• Supervise and prepare month-end close of books
• Review and verify accuracy of account coding and classifications
• Prepare and post complex journal entries, including clinical trial accruals, software development, and ensure Research and Development are properly expensed or capitalized
• Prepare and review periodic financial statements and custom reporting packages
• Work with auditors and other service providers to facilitate efficient external services
• Maintain supporting schedules and balance sheet reconciliations
• Prepare variance analysis on balance sheet and profit and loss accounts
• Analyze changes in account balances and make recommendations to correct errors as appropriate
• Assist with special projects and other duties

BASIC REQUIREMENTS/QUALIFICATIONS

• Bachelor’s degree in accounting or related discipline required
• CPA license preferred
• Three to six years of related experience
• Demonstrated expertise in GAAP accounting
• Excellent inter-personal and communication skills
• Experience with Microsoft Office required, specifically in Microsoft Excel
• Experience in the life science industries preferred
• Experience with QuickBooks Online required, other accounting systems preferred

ABOUT LOHMAN & ASSOCIATES

Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. Our team specializes in strategic advisory services typically provided by the Chief Financial Officer and their department, from the day-to-day accounting needs through complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as a key advisor all the way through an IPO or strategic exit.