Job Description

Who we are

Donnelly-Boland and Associates is a women-owned CPA and management consulting firm that helps small businesses, startups, not-for-profit companies, and government agencies run a wide range of back-office operations. Founded in 1992 by Fay K. Boland, we have grown from 1 to over 100 highly trained employees through our dedication to our clients, our principles of operational excellence, and our commitment to continuous improvement. Whether our clients run a leading-edge technology company, a coffee shop, a large non-profit, or a government agency, they depend on our strategic expertise and our flawless tactical execution to keep their back office running smoothly.

Our Mission

Our mission is to be recognized as the premier partner for a comprehensive suite of back-office services while maintaining a culture that emphasizes family, innovation, and inclusivity.

The First 90 Days

30 days: Learning organizational processes and procedures, systems, and culture; Gaining a solid understanding of the new role and its requirements; Building relationships with colleagues, partners, and stakeholders; Completing essential training and onboarding activities; Supporting various projects and clients’ tasks; Assist Controller to maintain books for several clients

60 days: Participate in team meetings; Continue strengthening relationships with key stakeholders and begin evaluating how your work impacts relevant metrics. Take on additional clients

90 days: Optimizing your role within the team, improving efficiency and suggesting or implementing improvements to workflows. Begin leading small projects and clients, tracking metrics to measure impact and identifying opportunities for long-term growth

The Position

We are searching for a Senior Accountant to join our team. The Senior Accountant will report to the Director, Client Services and is expected to cover a wide range of responsibilities including but not limited to: processing financial transactions, processing and reviewing A/P and A/R, reviewing payroll, preparing and presenting financial statements, variance and other financial analyses, budgeting, forecasting, and reporting. This position has a clear path for growth and can be a quick launching pad to more senior level positions. Growth depends on technical knowledge, coachability, and client-facing customer service skills.

Responsibilities

• Maintains financial records and ensures that financial transactions are properly recorded. Ensures the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger. Prepares complex balance sheets, profit and loss statements and other financial reports. Analyzes current costs, revenues, financial commitments, and obligations incurred to predict future revenues and
• expenses. May guide or review the work of support staff. Requires a bachelor's degree in accounting or related field or equivalent work experience. Other Duties as Assigned.

• Bachelor's degree in accounting or Related Field and 3-7 years of experience.
• Advanced Excel knowledge
• Proficiency in QuickBooks Online.
• Willingness to learn new systems and evolve with the changing landscape of the industry
• Comfortability and Experience presenting and discussing financial matters with clients to communicate financial statements and prepared materials
• Previous experience in delegating tasks and supporting and auditing staff account work

Preferred Skills

• Able to maintain and manage books for multiple clients
• Strong communications skills

Compensation and Benefits

• Starting at $71,000. Negotiable based on experience.
• Matching 401(k) - up to 10% annual opportunity
• Medical Insurance – selections available that are 100% reimbursed through the company’s VEBA
• Dental Insurance
• Vision Insurance
• Flexible PTO

So, you don’t meet every requirement listed in this job description? Do you think your experience level is not where it needs to be? Donnelly- Boland and Associates is focused on building a diverse, inclusive, and equitable workplace. If you’re interested in this position but your prior experience doesn’t perfectly align with every qualification in the job description, we want you to apply anyway. The right role for you may be right around the corner!

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