Job Description – Senior Accountant

Job Summary

The Senior Accountant (SrA) is The Minerva Group’s lead representative for their assigned clients.  They are proactive in servicing their clients and they bring a solution-oriented approach to each day. The SrA is ultimately responsible for fulfilling the obligations of their assigned clients’ engagements timely, accurately, in accordance with TMG policies and procedures, and in accordance with GAAP through both direct, hands-on services and oversight of Bookkeeper and Staff Accountant services.

Primary Responsibilities

The Senior Accountant will provide the following accounting services as determined by client assignments and engagements. While the below list is detailed, it is not exhaustive. Additional, similar duties and responsibilities may be assigned as necessary.

• Oversee processing and verify proper recording of all accounting activity for assigned clients.
• Be knowledgeable on each assigned client’s accounting processes to provide Bookkeeper and Staff Accountant support, and or directly perform tasks if coverage is needed.
• Monitor and act as needed on client accounting operations for proper compliance with sales tax, payroll, 1099, and other such regulations and requirements.
• Research and resolve questions, problems, reconciliation discrepancies or other inaccuracies in client books.
• Oversee or perform TMG’s month-end review procedures for regular, thorough client financial reviews. Verify and ensure client books are accurate and compliant with GAAP/IFRS.
• Produce accurate financial reports compliant with GAAP/IFRS.
• Present and interpret financial reports to clients.
• Provide assigned clients with financial statement analysis, insights on KPIs and metrics, and identify potential problem areas or growth opportunities.
• Prepare, monitor and counsel clients on their budgets, cash flow forecasts, inventory management, WIP management, job costing, spend and expense management, grant management, and other specialized accounting needs as appropriate with each client’s engagement.
• Perform thorough accounting reviews in preparation for tax returns, audit and or year-end close to verify complete, accurate, and GAAP/IFRS compliant financials.
• Review work, coordinate with, and provide direction to client internal accounting staff.
• Lead the definition and enforcement of client internal accounting controls through ongoing evaluation of and recommendations for improvements to policies and procedures.
• Maintain/verify complete and accurate workpapers and other documentation as needed to support financial information and transactions in clients’ books.
• Identify and make recommendations to clients for chart of accounts modifications to better serve the clients’ needs, insights, reporting, etc.
• Identify and make recommendations to clients for accounting processes, use of technology or other areas where client efficiency or profitability can be improved.
• Represent TMG to assigned clients in a professional and courteous manner. Proactively manage and nurture the relationship with each assigned client through competent and timely services, prompt and clear communication, quick responses, and sound judgment and advice.
• Proactively communicate with TMG leadership regarding any recommendations, concerns or problems with TMG operations, processes or procedures; client relationships; scopes of work; team members; or any area where improvement may be recognized.
• Save complete and organized files to the appropriate TMG resource such as Google Drive, Practice Protect, or Financial Cents.
• Always protect the security and confidentiality of client data through proper use of TMG’s security protocols and procedures.
• Timely review and response to internal email and Slack communications. Share information with team members as needed for thorough and successful client services.
• Enter accurate timesheets into time-tracking system daily.
• Utilize TMG’s firm management tool to guide and record services performed. Participate in keeping projects, tasks, deadlines, and schedules complete and accurate for each client’s scope and procedures.
• Proactively seek and or actively participate in presented opportunities for continuing education to maintain and grow accounting and technology skills.

Leadership Responsibilities

The Senior Accountant is not specifically tasked with being the manager or supervisor of other team members.  However, as the leader of their assigned accounts, they play a leadership role for the other team members assigned to their clients.  The SrA will have the following responsibilities for the Bookkeepers and Staff Accountants assigned to their clients.

• Direct, mentor, review and verify assigned team members’ performance of client services.
• Proactively provide guidance and client-specific training to ensure team members fully understand duties, expectations and accounting procedures for each client.
• Make recommendations to TMG leadership for team member educational opportunities as identified.
• Provide team member performance feedback to the CEO/COO.

Key Accountabilities

• On-time, on schedule completion of all assigned work per Financial Cents and assigned client engagements, to be performed in accordance with GAAP, FASB, industry standard best practices and or Minerva Standard Operating Procedures.
• Record time and track all work in practice management hub (Financial Cents). Each employee is responsible for recording time, marking projects and tasks as complete when the work is performed, assist in maintaining the accuracy and detail of work in the system, and adhering to all company SOPs.
• Nurture relationships with assigned clients through competent, timely services; regular client meetings; effective account leadership and counsel; and clear, prompt, and proactive communication.
• Dedicate 8-10 hours per month to nurture team members’ growth and development through mentorship, participation in or contribution to TMG training opportunities, and or one-on-one training with Bookkeepers and Staff Accountants.
• Invest in at least 20 hours of continuing education annually with a focus on ‘soft skills’ to support client relationship building and higher-level accounting topics to support the company’s focus on advisory services.

Working at The Minerva Group

The Minerva Group is a fully remote accounting and bookkeeping professional services company. Our employees enjoy and are entrusted with autonomy and authority to successfully manage their own time and duties. Though a specific daily schedule is not dictated, full-time Senior Accountants are expected to record 32-38 client related hours per week. In addition, the Minerva Group places the following expectations and requirements on all employees to support the company’s ultimate success.

• Upholding TMG’s culture, vision and mission.
• Successfully manage tasks and priorities to complete all assignments on schedule.
• In addition to client related hours, some internal meetings are required each week for mentorship, training, etc.
• Respond to internal communication within 1-2 hours during normal business hours for your time zone.
• Maintain accurate calendar and status settings during business hours to indicate availability.
• Proactive, open and timely communication is critical. Be sensitive to, and work to overcome, the challenges of communication for a remote workforce.

Qualifications and Skills

• Bachelor’s degree in accounting/finance (Master’s Degree or CPA is preferred).
• Advanced accounting knowledge and at least 5 years’ experience with different types of businesses, complex accounting concepts and transactions.
• High degree of comfort with technology and learning new systems.
• Excellent communication and interpersonal skills.
• High degree of integrity to handle confidential information and prioritize security.
• Strong attention to detail and time management skills.
• Willingness and desire to take the initiative in all areas of work.
• Experience working at a firm with multiple clients is required.
• Background in construction with job costing and/or non-profit accounting highly preferred.