Position Summary
Peak American Financial Companies is seeking a detail-oriented and highly organized Senior Staff Accountant to oversee the Company's day-to-day accounting operations and support the monthly financial reporting process. This role is responsible for maintaining accurate financial records, preparing monthly financial statements, processing payroll, supporting variable compensation calculations, and ensuring the integrity of the Company's accounting data.
As a growing financial services firm, this position offers the opportunity to gain broad, hands-on experience across multiple areas of accounting and finance rather than being limited to a single function. The Senior Staff Accountant will work directly with executive leadership, contribute to meaningful financial reporting and operational initiatives, and play an important role in supporting the Company's continued growth.
This position is ideal for an accounting professional who enjoys taking ownership, values variety in their work, and wants the opportunity to broaden their experience across accounting, finance, reporting, payroll, and business operations.
The ideal candidate is analytical, proactive, and comfortable working independently in a fast-paced environment. While this is not a management position, it is a highly visible role that requires sound judgment, strong attention to detail, and the ability to independently manage the Company's day-to-day accounting functions while partnering closely with the Vice President of Finance.
Primary Responsibilities
Accounting & Monthly Close
- Prepare and maintain accurate general ledger accounting.
- Perform month-end and year-end close procedures.
- Prepare monthly financial statements (P&L, Balance Sheet, and Cash Flow Statement).
- Complete account reconciliations.
- Prepare and review journal entries and supporting documentation.
- Maintain fixed asset schedules.
- Record accruals and prepaid expenses.
- Ensure financial records comply with GAAP.
Financial Reporting
- Produce monthly management reporting packages.
- Assist with KPI reporting and operational metrics.
- Prepare variance analysis versus budget.
- Support ad hoc reporting requests.
- Maintain recurring financial reports.
Payroll & Variable Compensation
- Process semi-monthly payroll accurately and timely.
- Analyze financial and operational reports to prepare variable compensation calculations in accordance with established commission, incentive, and bonus plans.
- Validate supporting data to ensure accurate and consistent compensation processing.
- Maintain payroll records and supporting documentation.
- Reconcile payroll-related accounts.
Accounts Payable / Receivable
- Oversee vendor payments.
- Process invoices.
- Reconcile vendor accounts.
- Monitor outstanding receivables.
- Assist with cash management.
Compliance & Process Improvement
- Maintain accounting procedures.
- Assist with tax documentation.
- Ensure supporting documentation is complete and audit-ready.
- Identify opportunities to improve accounting processes and internal controls.
Systems & Technology
- Utilize QuickBooks Enterprise to maintain accurate accounting records and support the monthly close process.
- Use Microsoft Excel extensively for financial analysis, reconciliations, reporting, and data management, including PivotTables, lookup functions, and data validation.
- Generate and analyze reports from Salesforce and SugarCRM to support financial reporting, payroll, variable compensation, and operational analysis.
- Maintain data integrity across accounting and business systems.
- Identify opportunities to improve reporting processes, accounting workflows, and system efficiencies through automation and process enhancements.
Preferred Qualifications
- 5+ years of progressive accounting experience.
- Experience independently managing the monthly close process.
- Experience preparing complete monthly financial statements.
- Payroll processing experience.
- Strong understanding of GAAP.
- Advanced Microsoft Excel skills.
- Excellent analytical, organizational, and problem-solving skills.
- Strong attention to detail and ability to work independently.
- Financial services experience preferred.
- Experience with commission or incentive compensation calculations.
- Experience supporting multi-entity organizations.
Ideal Candidate
Someone who:
- Takes ownership of their work and follows through with minimal supervision.
- Loves keeping books clean, organized, and accurate.
- Can independently manage the monthly close process.
- Identifies issues proactively and recommends solutions.
- Takes pride in producing timely and accurate financial statements.
- Enjoys working in a growing organization where responsibilities are varied and meaningful.
- Is comfortable working directly with executive leadership and contributing to continuous process improvement.
Pay: $70,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Unlimited paid time off
- Vision insurance
Application Question(s):
- Do you have strong Microsoft Excel experience?
- Do you have experience preparing complete monthly financial statements?
- Do you have experience with commission or incentive compensation calculations within payroll processing?
- Are you able to work W2 Direct for any employer without needing sponsorship?
Experience:
- Accounting: 5 years (Preferred)
Work Location: In person
