Senior Accountant at Creative Planning in Urbandale, Iowa

Job Description:

JOB SUMMARY
As a Senior Accountant on the Outsourced Business Accounting team, you will work directly with clients and other team members to help manage the clients A/P, A/R, and account reconciliations. This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.

JOB DUTIES
Process accounts payable
1099 processing
Process accounts receivable and apply customer payments
Reconcile accounts
Appropriate utilization and efficiency of software applications
Prepare adjusting journal entries
Assist in month end closing and reconciliations
Process improvement through automation and industry-specific best practices
Prepare reports for year-end audits
Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals
Set and meet defined deadlines on projects with clients

REQUIRED EXPERIENCE / QUALIFICATIONS
2+ years accounting experience
Familiarity with accounting systems
Proficient in Excel
Ability to work with multiple software, clients and projects
Timely responses to internal and client communications
Self-motivated, meets weekly/engagement hours expectations

PREFERRED EXPERIENCE / QUALIFICATIONS
Great Plains software
TECHNICAL SKILLS
MS Office and Teams experience
Strong analytical and problem-solving abilities
Excellent written and verbal communication skills
Ability to communicate effectively with clients via email and phone