Miller Grossbard Advisors, LLP · 2 months ago
Sr. Financial Analyst / Staff Accountant
Houston, TX
Full-time
Onsite
Entry Level
5+ years expMiller Grossbard Advisors is looking for a candidate to join their team. This role involves utilizing accounting skills to manage client deliverables, implement new systems, and provide process improvements while ensuring accurate financial reporting and cash flow management.
AccountingFinanceFinancial Services
Responsibilities
Communicating project progress to clients on a regular basis both in written form
Communicating with Director (really overcommunicating) where client deliverables stand, providing suggestions for process improvements or "fixes" for client books
Tech saavy individual who is able to jump into different systems, vet them, kick the tires, and confirm back to Mgt if the system is viable for a client. Implementing new systems for clients (typically QBO, Bill.com, Sage Intacct but could be other systems that you research and decide are best for the client)
Provide process improvement suggestions, document processes and/or improvements for clients, and train clients on processes
Vast understanding of financial statements and capable of both completing a month end close independently as well as review the financials of an organization produced by the client
The ability to make journal entries (accruals, reclasses, revenue, payroll), intercompany reconciliations, credit card reconciliations, bank reconciliations, and upload entries into Quickbooks
Update cash flow forecasts on a weekly basis with a solid understanding of Accounts Payable and Accounts Receivables
Understands payroll and has used an online payroll service like ADP or Paychex to report and book payroll expense on a bi-weekly basis
Capable of jumping between tasks/clients needs, but still finishes tasks in an effective and efficient manner
The ability to offer suggestions on how to book journal entries, fix g/l accounts, and correct issues in the ledger
Qualification
Required
Process improver, idea maker, problem solver, innovative, with a good personality
Minimum five years of recent experience with full cycle accounting
Minimum of 5 to 7 years experience in Senior Staff Accounting or Accounting Management
Bachelor's Degree in Accounting and/or Finance
Quickbooks desktop and online experience is a must
Strong Excel skills (vlookups, sumifs, pivot tables, advanced formulas)
Organized, self starter that can complete tasks without regular supervision
Must be accustomed to owning their workload and handle multiple tasks with ease
Preferred
Experience dealing with multiple clients and entities is a huge plus
AI and tech forward thinking
Company
Miller Grossbard Advisors, LLP
At MGA, our approach is simple. We’re not about services rendered. We’re about relationships.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Barr, CPA
Partner
Brian Miller
Partner
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