Senior Accountant

At FinOptimal You Will:

• L‍ead the month-end close process for a portfolio of clients across multiple industries.
• Prepare and review monthly financial statements, while managing a team of associates that support your assigned book of business.
• Field daily client requests and questions, and develop a deep understanding of your clients’ accounting/controller/FP&A needs.
• Identify opportunities for automation and process optimization with respect to accounting workflows.
• Help map out bookkeeping optimization plans for clients (both to onboard new clients and to help other team members understand automated and manual transaction-booking workflows).
• Work with our engineering team to optimize clients’ accounting workflows.
• Train internal team members and clients on best practices as needed.

‍Who We Are Looking For:

• ‍‍Love of accounting!
• Confidence in learning and embracing new technology.
• Courteous and thoughtful client service focus.
• Bachelor's degree in Accounting, Business Administration, Finance, or related field.
• At least 3 years of accounting/controller/FP&A experience.
• At least 3 years of client-facing/customer service experience.
• Very strong knowledge of accounting best practices, general ledger, and spreadsheets (e.g. Excel and Google Spreadsheets), including knowledge of building models and using Excel functions.
• Ability to communicate clearly and professionally, both orally and in writing.
• Ability to prioritize and respond to time-sensitive requests.
• Ability to think critically to be a thought partner in improving processes.
• Ability to maintain the highest level of confidentiality and data security.
• Strong desire to build and foster a great work culture.‍

Highly Desired Qualifications & Skills:

• CPA and/or public accounting experience is strongly preferred.
• Experience with QuickBooks Online

You would communicate primarily by email, phone, and Zendesk (our CRM for client request handling). Hours are reasonably flexible, but performance standards are high.

‍Compensation & Benefits:

• ‍‍Competitive Salary
• Equity Options
• Medical / Dental / Vision & Supplemental Insurance Coverage
  ○ Full premium paid, full HSA employer contribution if opting to go with the high-deductible plan.
  ○ Low deductible and out of pocket plan fully paid if opting to not go with the high-deductible plan.

‍Please note this is an in-person position located in New York (Brooklyn Heights)