Senior Accountant / Accounting Manager
Houston or New York

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 3-5 years of accounting/controller/FP&A experience.
  • At least 3-5 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
Please note this is an in-person position located in Houston (near Rice Village) or New York (Brooklyn Heights)

Submit an inquiry