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Accountant - Client Services

Accountant - Client Services

LTD GlobalPleasanton, CA, US
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Accountant Position

We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.

Responsibilities :

  • Serves as primary contact with Client; manages day-to-day operations with team members
  • Reviews and maintains accounting checklists
  • Provides financial information to management by researching and analyzing accounting data; preparing reports
  • Looks for opportunities to improve client accounting processes; inclusive of software automation
  • Prepares asset, liability, and capital account entries by compiling and analyzing account information
  • Documents financial transactions by entering account information
  • Recommends financial actions by analyzing accounting options
  • Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
  • Substantiates financial transactions by auditing documents
  • Maintains accounting controls by preparing and recommending policies and procedures
  • Reconciles financial discrepancies by collecting and analyzing account information
  • Secures financial information by completing database backups
  • Maintains financial security by following internal controls
  • Prepares payments by verifying documentation, and requesting disbursements
  • Answers accounting procedure questions by researching and interpreting accounting policy and regulations
  • Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
  • Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
  • Maintains customer confidence and protects operations by keeping financial information confidential

Requirements / Experience :

  • 3+ years full-cycle accounting experience
  • Non-profit entity experience preferred
  • Demonstrated ability of servicing clients
  • Microsoft Dynamics SL experience preferred
  • QuickBooks experience required
  • Sage, Great Plains, and / or SAGE experience preferred
  • Accounting degree preferred
  • Strong ability to review financials
  • Inventory / Manufacturing experience a plus
  • Excellent written and verbal communications skills
  • Technically savvy, able to learn new software; software integration experience strongly preferred
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    Accountant Client • Pleasanton, CA, US

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