Senior Accountant at Creative Planning

Posted in Management 2 days ago.

Type: Full-Time
Location: Urbandale, Iowa





Job Description:

As a Senior Accountant on the Outsourced Business Accounting team, you will work directly with clients and other team members to help manage the client's A/P, A/R, and account reconciliations. This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.

JOB DUTIES
· Process accounts payable
· 1099 processing
· Process accounts receivable and apply customer payments
· Reconcile accounts
· Appropriate utilization and efficiency of software applications
· Prepare adjusting journal entries
· Assist in month end closing and reconciliations
· Process improvement through automation and industry-specific best practices
· Prepare reports for year-end audits
· Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals
· Set and meet defined deadlines on projects with clients

REQUIRED EXPERIENCE / QUALIFICATIONS
· 2+ years accounting experience
· Familiarity with accounting systems
· Proficient in Excel
· Ability to work with multiple software, clients and projects
· Timely responses to internal and client communications
Self-motivated, meets weekly/engagement hours expectations

PREFERRED EXPERIENCE / QUALIFICATIONS
· Great Plains software
TECHNICAL SKILLS
· MS Office and Teams experience
· Strong analytical and problem-solving abilities
· Excellent written and verbal communication skills
· Ability to communicate effectively with clients via email and phone
JOB SUMMARY





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