Staff Accountant

Legacy Service Partners (LSP) is a leading platform of residential HVAC, plumbing, and electrical service providers across the United States.

Since our inception in 2021, LSP has partnered with 30+ leading local brands across 16 states, and we are rapidly expanding our footprint.

We create unmatched growth opportunities for our brands so they can better serve their employees, their customers, and their communities.

We do this by providing a wide range of world-class resources to support and enhance our local management teams. We are guided by our core values winning together, performance over politics, and today not tomorrow.

Legacy is backed by Gridiron Capital, a private equity firm specializing in middle market facilities services companies with over $5bn of assets under management, and ZBS Partners, a leading roll-up incubator.

The Role : The Staff Accountant will be a critical team member who will support workstreams to advance key accounting objectives in the areas assigned.

This individual will interface heavily with LSP's Regional Accounting Team and other internal teams to ensure integrity within the financial statements and accounting consistency across our partners.

Responsibilities

Support the day-to-day accounting functions by owning transactional accounting within the assigned accounting area for identified partner companies in support of ensuring a complete, accurate, and timely monthly close process.

This includes handling various accounting functions such as :

• Transactional Accounting Management : Oversee daily transactional accounting activities for designated partner companies to ensure accuracy and completeness. This includes :
• Cash Application and Bank Reconciliations : Apply incoming payments to the correct accounts and reconcile bank statements to ensure all transactions are recorded accurately.
• Credit Card Reconciliations : Review and reconcile credit card statements, ensuring expenses are properly categorized within the financial system.
• Payroll Entry and Analysis : Enter payroll data into the accounting system, verify payroll expenses, and ensure compliance with relevant regulations and policies.
• Fixed Assets Management : Maintain records of fixed assets, including acquisitions, disposals, and depreciation. Conduct periodic inventories and reconcile them with accounting records.
• Prepaids and Accruals : Record prepaid expenses accurately and ensure they are expensed over appropriate periods. Monitor and record accruals to reflect liabilities accurately in financial statements.
• Monthly Close Process : Ensure all assigned accounting tasks are completed accurately and on time to support a complete and timely monthly close process.

Collaborate with team members to finalize monthly financial statements.

Financial Reporting and Analysis : Assist in preparing financial reports by providing data and insights related to assigned accounting areas.

Conduct variance analyses to explain differences between actual and budgeted figures.

• Process Improvement : Continuously seek opportunities to improve accounting processes and systems. Propose and implement enhancements to increase efficiency, accuracy, and compliance.
• Collaboration and Communication : Work with cross-functional teams, including finance, operations, and management, to support business initiatives and provide accurate financial insights.

Communicate effectively with stakeholders to resolve accounting-related issues.

Other Duties as Assigned

Requirements

• Bachelors degree in accounting or finance
• Strong analytical, problem-solving, and organizational skills
• High attention to detail and accuracy
• Strong communication and interpersonal skills with a customer-service focus
• Ability to prioritize tasks and meet deadlines in a fast-paced work environment
• Strong time management
• Positive attitude, team player, comfortable working both collaboratively and independently
• Impeccable integrity and ethical standards
• Self-aware, accepting, honest, open, and respectful of others
• Embody LSP's core values : Courage, Partnership, Relentlessness
• Proficiency in Microsoft Office Suite, particularly Excel
• Systems aptitude with the following experience preferred but not required : Sage Intacct, UKG, Bill.com and / or ServiceTitan

Legacy Service Partners is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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