Job Summary
We are seeking an Accounting & CPA Associate with 2–5 years of professional accounting and audit experience to join our Finance & Accounting team.
This position is ideal for an accounting professional who is actively pursuing CPA certification and is looking to further develop hands-on experience in U.S. GAAP accounting, financial reporting, month-end close, audit preparation, and internal controls.
The Accounting & CPA Associate will work with the Finance & Accounting team, management, and external CPA and audit firms to help ensure accounting transactions are properly recorded, account balances are reconciled, financial records are accurate, and audit and tax-related schedules are completed on time.
The ideal candidate has a solid accounting foundation, strong attention to detail, and an interest in developing broader corporate accounting and CPA experience.
Responsibilities
General Accounting & U.S. GAAP
- Prepare and post journal entries with appropriate supporting documentation.
- Perform general ledger accounting activities in accordance with U.S. GAAP.
- Prepare monthly balance sheet account reconciliations and investigate discrepancies.
- Review accounting transactions for proper account classification and accounting periods.
- Assist with accruals, prepaid expenses, fixed assets, depreciation, inventory, and other general accounting activities.
- Identify accounting discrepancies and assist with preparing correcting or adjusting journal entries.
- Research accounting issues and assist with determining appropriate GAAP treatment.
- Maintain accurate and organized accounting records and supporting documentation.
Month-End & Year-End Close
- Assist with monthly, quarterly, and fiscal year-end closing activities.
- Prepare reconciliations, accruals, adjusting entries, and supporting schedules.
- Review general ledger activity and investigate unusual transactions or account balances.
- Assist with the preparation of monthly and annual financial statements.
- Perform account and variance analysis as assigned.
- Help ensure accounting close activities are completed accurately and on schedule.
Audit & CPA Support
- Assist with annual financial statement audits, tax preparation, and other CPA-related projects.
- Prepare PBC (Prepared by Client) schedules, account analyses, reconciliations, and supporting documentation.
- Gather and organize documentation requested by external auditors and CPA firms.
- Assist with audit sampling by providing invoices, purchase orders, payment records, bank records, payroll documentation, and other supporting materials.
- Research and respond to accounting and audit questions with support from the Finance & Accounting team.
- Assist with resolving audit adjustments and accounting discrepancies.
- Prepare schedules and financial information required by external CPAs for annual tax return preparation.
Financial Reporting & Analysis
- Assist with monthly, quarterly, and annual financial reporting.
- Prepare supporting schedules for financial statement accounts.
- Perform account analysis to identify unusual balances or trends.
- Assist with financial and accounting analysis for management as needed.
- Support special accounting and financial projects.
Internal Controls & Process Improvement
- Assist with maintaining accounting policies, procedures, and internal controls.
- Maintain appropriate documentation and audit trails for accounting transactions.
- Assist with account cleanup and reconciliation projects as needed.
- Identify opportunities to improve accounting accuracy and efficiency.
- Support accounting system and process improvements.
- Prepare and review financial statements in accordance with GAAP (Generally Accepted Accounting Principles) and regulatory standards.
- Perform account reconciliations, including balance sheet and bank reconciliations, ensuring accuracy and completeness.
- Manage journal entries, double entry bookkeeping, and general ledger accounting to support monthly closing processes.
- Conduct financial analysis and interpret financial reports to identify trends, variances, and opportunities for improvement.
- Assist with regulatory reporting requirements and ensure compliance with SOX (Sarbanes-Oxley Act) controls.
- Utilize financial software such as PeopleSoft, QuickBooks, Quicken, and other financial tools to streamline accounting operations.
- Support internal audits by providing documentation, conducting internal control testing, and mentoring junior team members on best practices.
- Collaborate across departments on project-specific accounting needs like LIHTC (Low-Income Housing Tax Credit) compliance or governmental accounting standards.
- Use Excel data analysis techniques including VLOOKUP functions, spreadsheets management, and financial report writing for detailed insights.
- Contribute to process improvements by leveraging technical accounting knowledge and automation tools for efficiency gains.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field is required. An MBA or other relevant advanced degree is preferred.
- 2–5 years of professional accounting and/or audit experience.
- Working knowledge and practical experience with U.S. GAAP.
- Experience with general ledger accounting, journal entries, account reconciliations, and month-end close.
- Experience preparing for or supporting financial statement audits.
- CPA in training is required. Candidate must be actively pursuing CPA certification, including preparing for or completing CPA examination and licensing requirements.
- Good understanding of financial statements, including the income statement, balance sheet, and cash flow statement.
- Strong Microsoft Excel skills, including PivotTables, lookup functions, and accounting analysis.
- Strong analytical, organizational, and problem-solving skills.
- Strong attention to detail and commitment to accounting accuracy.
- Ability to manage multiple assignments and meet accounting and audit deadlines.
- Strong written and verbal communication skills.
- Ability to work independently as well as collaboratively within a team environment.
Preferred Qualifications
- One or more CPA exam sections completed or scheduled.
- Public accounting or external audit experience.
- Experience in a manufacturing, distribution, wholesale, or inventory-based business.
- Experience with NetSuite or a comparable ERP system.
- Experience with inventory accounting, landed costs, fixed assets, accruals, and prepaid expenses.
- Experience preparing audit PBC schedules and working with external auditors or CPA firms.
Join us if you’re ready to leverage your accounting expertise in a vibrant environment where your skills directly contribute to organizational growth!
Only qualified candidates will be contacted for an interview. Recruitment Agency Resume Submissions will not be accepted.
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Application Question(s):
- Are you currently eligible to sit for the CPA exam in California?
- Will you now or in the future require Visa Sponsorship?
- This is an on-site position, 5 days per week. Confirm that you acknowledge and agree to this work environment.
Work Location: In person
