Lead Accountant, FO

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

A Day In The Life
The Lead Accountant, under the leadership of the Sr. Manager, is responsible for oversight of general accounting activity and reporting, including, but not limited to, journal entries, reporting and data analysis, and monthly closing of books. The Lead Accountant will assist with maintaining books and records to adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices. The Lead Accountant serves as the liaison for intercompany accounting transactions in need of troubleshooting and resolution. As a lead, you will assign work activity to others and serve as a subject matter expert for team members and the organization to ensure timely and accurate accounting practices.

As a Lead Accountant, FO you will:

• Maintain and adhere to accounting principles, practices, and procedures in accordance with GAAP, IFRS, company policies, and industry practices.
• Serve as subject matter lead for the general ledger and financial control processes.
• Demonstrate a complete understanding of the chart of accounts, complex company hierarchy, and financial statement structure.
• Ensure confidentiality of information is maintained at all times.
• Responsible for ensuring critical family member finance and accounting requests are addressed accurately and with a sense of urgency.
• Exhibit an elevated level of customer service behaviors with both internal and external customers.
• Ensure documentation of standard operating procedures for crucial accounting processes are maintained and updated periodically.
• Collaborate with operational teams to identify areas for improvement as businesses expand and ensure internal controls are adhered to and monitored.
• Make recommendations for process improvements and workflow efficiencies, ensuring compliance with internal audit and accounting principles.
• Prepares and reviews all financial data, including but not limited to balance sheets, income statements, and journal entries. Ensure transactions are recorded accurately, timely, and in accordance with Generally Accepted Accounting Principles ("GAAP"), IFRS, company policies, and industry practices.
• Leads initiative to improve departmental processes and procedures in terms of quality, efficiency, and effectiveness.
• Execute a monthly general ledger close for assigned entities to ensure accurate and timely performance of financial data reporting.
• Oversee the preparation of required reports and journal entries for month-end close. Other reports include month-end report sets, general ad hoc requests, historical research, and other reports as assigned.
• Analyze, generate, and process intercompany entries and related needed to adjust or reallocate expenses between business units. Prepare, review, and/or post intercompany billing timely.
• Prepare, review, and/or post AR-related transactions for intercompany collections.
• Maintain well-documented work papers and source documentation for journal entries and account reconciliations. As part of the reconciliation process, review the reasonableness of balance sheet and income statement accounts to determine that all necessary entries have been recorded accurately.
• Conduct variance analysis to explain actual results to budgeted results and provide variance explanations monthly.
• Assist with internal audits/assessments to ensure the organization follows company policies and processes and complies with Federal, State, and Company policies.
• Assist in reviewing and/or preparing ancillary audit schedules, audit footnotes, tax schedules, and tax forms as requested.
• Supports the business planning process by providing financial data and analysis.
• Assists in the preparation of organizational financial statements and presentations.
• Fulfills responsibilities in accordance with the Company's Code of Business Conduct, Company policies and operating standards, and applicable federal and state laws.
• Other job duties and projects as assigned.

What We Need From You

• Bachelor's Degree four-year college or university in Accounting, Finance, or a relevant degree required.
• 4-7 years of progressively responsible experience in an accounting environment is required area or an equivalent combination of education and experience.
• Public accounting experience is a plus.
• Certified Public Accountant (CPA) is a plus.
• Family Office accounting experience is preferred.
• Strong understanding of General Accepted Accounting Principles.
• Must have strong communication skills and the ability to build successful relationships with internal and external partners.
• Strong strategic thinking and problem-solving abilities.
• Expertise in Excel and Microsoft Office is required.
• Knowledge of Microsoft Dynamics 365, Spreadsheet Server, Power BI, and Concur is preferred. Able to effectively communicate orally and in writing.
• Certified Public Accountant (CPA) active or working towards certification. Preferred

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

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