Firm Accounting Director at Chortek LLP in Waukesha, Wisconsin

Job Description:

Chortek LLC. is a leading professional service and planning firm with a business-advisor work model to assist our clients. We solve complex challenges every day by supporting our clients in accounting, auditing, and tax compliance services, as well as value-driven technology solutions, and tailored M&A offerings.

We believe our employees are the number one asset and if our employees are taken care of, they will successively take care of our clients. We created an employee-first business model for our firm. A kind and caring environment is the heart of our business, this positive influence allows our employees to engage in fulfilling work and grow professionally. Our entire team is supported by our talent development program to ensure everyone is achieving their professional aspirations. We also provide flexibility and a hybrid work schedule to maintain harmony between work and life to ensure our employees reach their life's potential in all they are.

Your day as a Firm Accounting Director

If you are looking for a great opportunity to grow in the accounting and finance space, you have found the right place. The Firm Accounting Director reports to the Managing Partner and will manage the internal accounting/finance of Chortek.

High-level Overview of Responsibilities as a Firm Accounting Director

Leadership responsibilities- supervising accounting staff.

Directs and monitors firm-wide budgets.

Participates in strategic planning.

Manages company benefits, insurance, and payroll.

Manages all accounting aspects of the firm; A/P, A/R, reconciliations, month-end and year-end closings, etc.

Responsible for financial statements/reporting and provides financial statuses to Partners.

Integral part of firm growth from a financial aspect.

Accounting process improvement, which may include implementation of new software.

Experience:

Requires education generally equivalent to a bachelor's degree in accounting from a four-year college or university.

8-10 years of progressive accounting experience, along with leadership and executive experience required.

Experience with software implementations.

Strong financial analytical skills including cost control.

Qualifications:

Expert understanding of accounting and finance principles and general business processes knowledge (AP, AR, GL etc.)

Experience working with ERP software implementations/upgrades/support.

Requirements:

• Excellent written and verbal communication skills with a positive can-do mentality.
• Willingness to learn and work in a diverse and cross-functional team.
• Strong leadership, project management, multitasking and team building skills.
• Innovative and creative individual with the ability to provide new and improved solutions, both internally and to clients.
• Strong presentation skills and at ease with public speaking, with ability to hold gravitas in conversations with C-suite executives.

Technologically minded; familiar with a variety of accounting systems; experience with Quick Books, Practice, or Paychex a plus.

Proficient with Microsoft Office Suite or related software.

Take initiative to be a team player (seeks out opportunities to help others).

Treat everyone with respect and develop loyalty and trust with the team.

Proactively and effectively communicate information regarding status issues to team members.

Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions.

Culture

• Collaborative, Respectful, Fun, Kind, Learning, Employee-centric.
• Firm-wide commitment to work/life balance.
• Professional, yet a relaxed- working environment.
• Professional Development.
• Assessable Leaders.

Benefits

• 401K Plan with a contribution from the Firm.
• Health, Flexible Spending Account, HSA Dental, Vision, Life Insurance, STD/LTD, EAP, Holiday pay.
• Minimum three weeks of vacation, plus forty hours of sick time.
• CPA Exam- review course reimbursement; and application and exam fees.
• Paid continuing professional education and professional organization dues.
• Opportunity for performance bonus.

Perks

• Fun Social Events, collaborative lunches.
• Firm Sponsored Events.
• Hybrid Work Schedule.
• Flexible Working Arrangements.
• Free Coffee
• Dress for Your Success-Choose your Attire.
• Employee Recognition- Employee of the Month.
• Stay connected by Firm and One-on-One Meetings.

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