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Accumulus Advisors LLC Senior Accountant/Associate in Honolulu, Hawaii

Job Title: Senior Accountant/Associate Employment Type: Full-Time FLSA Status: Exempt Department: Accounting

Job Summary

WHO WE ARE We are a fun and energetic group of professionals who take the ?ack? out of accounting. Numbers don?t have to be scary. We make the complicated easy to understand. We are not your typical accounting firm. Our close-knit team is comprised of energetic and results-oriented advisors, who enjoy the work we do to support our clients? successes. We see numbers as a valuable means to a productive end, so we want our clients to be actively engaged with their financials. The Senior Associate reports to the Accounting Manager or Assistant Controller and serves as a primary liaison with clients by proactively managing client deliverables and expectations. A Senior Associate is expected to supervise Associates and work closely with the management team to find opportunities where technology can help streamline month-end tasks and add value to our clients' experience. REASONABLE ACCOMMODATIONS STATEMENT To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Duties

  • Deliver best-in-class customer service to clients and employees at all times, with an emphasis on being responsive, professional, and accurate. Establish and maintain a positive working relationship with client's employees, and co-workers to promote a quality service image Serve as a primary liaison with client personnel; ensure client deadlines are being met and manage client expectations regarding deliverables Process invoices and related payments for clients, if required Record cash receipts and reconcile client bank accounts and activity Perform monthly closing of client books and producing monthly financial reports and related bank and account reconciliations on a timely basis Responsible for monitoring expenses of assigned client companies through analyses and comparisons to budget and prior periods, performed in conjunction with timely preparation of financial statements. Preparation and filing of client?s income and general excise tax returns, if required Provide information to client's external tax accountants and auditors, if required Assist in development and implementation of performance measures that support the company's strategic direction. Protects organization's values by keeping information confidential. Actively contribute to the overall positive culture of the company. Create and update various management reports Perform other duties as required. Availability to work additional hours or weekends, as projects demand.

Supervisory Responsibilities

Directly supervises 2 non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Education

Undergraduate degree from an accredited college or university with a major in Business, Accounting or other related field. A minimum of three years of progressively responsible experience in public accounting and/or the private sector, including at least one year of supervisory experience, or any combination of education and experience which would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.

Behavioral Characteristics

  • COMPETNECY STATEMENT(S) Change Management - Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities. Accountability - Ability to accept responsibility and account for his/her actions, emonstrated ability to complete assigned tasks. Multi-tasking Skills - Ability to handle multiple assignments and effectively prioritize these in a fast paced dynamic environment. Analytical Skills - Ability to use thinking and reasoning to solve a problem. Detail Oriented - Ability to pay attention to the minute details of a project or task while balancing this with the overall objectives at hand. Interpersonal - Ability to get along well with a variety of personalities and individuals. Communication - Demonstrates the ability to effectively and efficiently communicate with others both verbally and in writing. Decision Making and Judgment - The ability to formulate a sound decision using the available information and demonstrates critical thinking abilities Total Quality Management - Ability to leverage technology to positively impact quality of service and provide common systems for designing and measuring work processes. Attitude - Positive, self-starter attitude and desire to exceed expectations at every opportunity.
  • Achievement/Effort -- Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
  • Initiative -- Job requires a willingness to take on responsibilities and challenges.
  • Leadership -- Job requires a willingness to lead, take charge, and offer opinions and direction.
  • Cooperation -- Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  • Concern for Others -- Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
  • Social Orientation -- Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
  • Adaptability/Flexibility -- Job requires being open to change (positive or negative) and to considerable variety in the workplace.
  • Dependability -- Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  • Attention to Detail -- Job requires being careful about detail and thorough in completing work tasks.
  • Integrity -- Job requires being honest and ethical.
  • Independence -- Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
  • Instructing -- Teaching others how to do something.
  • Service Orientation -- Actively looking for ways to help people.
  • Time Management -- Managing one's own time and the time of others.
  • Establishing and Maintaining Interpersonal Relationships -- Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Coordinating the Work and Activities of Others -- Getting members of a group to work together to accomplish tasks.
  • Developing and Building Teams -- Encouraging and building mutual trust, respect, and cooperation among team members.
  • Training and Teaching Others -- Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Language Skills

Oral Comprehension -- The ability to listen to and understand information and ideas presented through spoken words and sentences.

Written Comprehension -- The ability to read and understand information and ideas presented in writing.

Oral Expression -- The ability to communicate information and ideas in speaking so others will understand.

Written Expression -- The ability to communicate information and ideas in writing so others will understand.

Reading Comprehension -- Understanding written sentences and paragraphs in work related documents.

Active Listening -- Giving full attention to what othe

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