Senior Staff Accountant

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 Overview

Created in 2001 as a non-profit corporation, our focus is delivering powerful technology and business solutions, empowering our United Way partners to build great relationships with donors and communities, thereby maximizing community impact and the mission of United Ways. We are dedicated to mobilizing the caring power of communities and advancing the common good by providing the best non-profit CRM software and technology services. Upic was created for and by United Ways, to make technology solutions more affordable by sharing services. We serve over 50 percent of United Ways with a broad range of shared services and products, helping them to increase community impact while saving money.

Upic Solutions Overview

Created in 2001 as a non-profit corporation, our focus is delivering powerful technology and business solutions, empowering our United Way partners to build great relationships with donors and communities, thereby maximizing community impact and the mission of United Ways. We are dedicated to mobilizing the caring power of communities and advancing the common good by providing the best non-profit CRM software and technology services. Upic was created for and by United Ways, to make technology solutions more affordable by sharing services. We serve over 50 percent of United Ways with a broad range of shared services and products, helping them to increase community impact while saving money.

Position Overview

The Senior Accountant is responsible for month-end general ledger closing and financial statement preparation for multiple client partners. In addition, the Senior Accountant will assist in onboarding our growing list of accounting services clients.

Responsibilities

• Perform monthly and annual journal entries and reconciliations, ensuring the accuracy of information and compliance with GAAP.
• Coordinate the monthly and annual closing of the financial statements to ensure timely and accurate accounting for Upic and Upic Accounting Services clients.
• Prepare 1099 for Upic and Upic Accounting Services Clients.
• Assist in the onboarding of and meet on a regular basis with Upic Accounting Services clients.
• Prepare analysis and provide explanations for unusual and/or inconsistent trends.
• Evaluate workflows for accuracy, efficiency, and appropriateness.
• Identify and assist with the implementation of areas of improvement, efficiency and automation that could benefit the finance departmentand Upic Accounting Services clients.
• Work closely with other departments on matters that affect Upic Accounting Services clients.
• Provide leadership of Accounting Specialists by supporting growth and development.
• Works on special projects, process improvements, system implementations and the like, as directed.
• Other duties as assigned.

Required Knowledge, Skills And Abilities

• Degree in Finance/Accounting or a related field, and 3-5 years of accounting related experience
• Ability to utilize accounting software
• Intermediate to advanced skills in Excel
• Ability to accurately apply Generally Accepted Accounting Procedures (GAAP)
• Effective communication and ability to work collaboratively
• Experience in creating and booking journal entries
• Self-starter with ability to work independently with minimal supervision
• Detail-oriented and highly organized work style
• Ability to meet deadlines and manage multiple priorities to ensure completion of work in a timely and efficient manner
• Ability to utilize sound judgment when working with secure information and maintain a high level of confidentiality
• Ability to create and update procedures relating to client onboard and best accounting practices
• Ability to train others (including our clients) on various accounting processes and procedures not limited to reconciliations, entering journal entries
• Excellent interpersonal skills.
• Passion for Upic's mission.