Process payables and receivables for multiple clients, including bank reconciliations and cash monitoring.
Prepare basic workpapers, financials, trial balances, and assist with 1099 preparation and vendor records.
Communicate effectively with clients and team members, maintaining electronic files and ensuring W-9 compliance.
BerryDunn is a professional services firm that provides tax, advisory, consulting, and attest services to businesses, nonprofits, and government agencies. They are a client-centered firm with a focus on diversity, inclusion, and employee development.
Own the post-implementation success relationship for a portfolio of strategic customers, serving as a trusted advisor.
Drive product adoption and usage by identifying adoption gaps, risks, and opportunities using customer insights and product data.
Partner with Account Management to identify opportunities for customers to deepen their use of Caseware through additional capabilities and services.
Caseware is a Canadian fintech company that provides audit and accounting software to over 500,000 users across 130 countries. They foster a collaborative and inclusive culture with a focus on innovation and work-life balance.
Provide comprehensive accounting services including AR, AP, payroll, and general ledger management for multiple clients.
Prepare month-end close workbooks, balance sheet reconciliations, and monthly financial statements.
Assist with grant management, audit preparation, and specialized reporting to support client decision-making.
Chazin & Company is a woman-owned firm providing virtual accounting and finance solutions for the nonprofit sector since 2005. The company has been nationally recognized for client satisfaction and employee satisfaction, fostering a people-focused culture.
Manage client relationships and comprehensive financial reporting remotely.
Supervise and train accountants on transactional work and documentation.
Prepare financial statements, budgets, and support audit and grant management.
Chazin & Company is a premier provider of virtual outsourced accounting services for nonprofit organizations. They are committed to quality work, quality people, and giving back to the community.
Independently plans and monitors bookclose processes and financial reports in a deadline-focused environment.
Creates increasingly complex financial statement schedules, audit support schedules, and other reports.
Researches and applies accounting policy to business issues and leads continuous improvement activities.
Liberty Mutual is an insurance company providing financial services and risk management. It values workplace flexibility, inclusion, and professional development for its employees.
Oversee and manage OnPoint Audit SLG and other attest products for government and Yellow Book content, ensuring ongoing compliance with applicable audit standards.
Collaborate with customers to develop and refine best-in-class workflows for state & local government audits.
Partner with Caseware Platform and Solutions teams to deliver timely, accurate content updates and support go-to-market activities.
Caseware is a Canadian Fintech company that has led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries. The company fosters a collaborative culture with a focus on innovation and work-life balance.
Build strong relationships with internal and external stakeholders as a strategic partner.
Own the day-to-day accounts payable cycle, including credit card coding and month-end reconciliations.
Collaborate cross-functionally to recommend and implement process improvements.
Prompt is revolutionizing healthcare by delivering automated software to rehab therapy businesses. As the fastest growing company in the therapy EMR space, they foster a scrappy, innovative culture that values smart work over hard work.
Provide administrative and logistical support across multiple federal and state client contracts and projects.
Monitor and maintain project databases to ensure accurate and up-to-date program information.
Coordinate meetings, document compliance, and communicate with clients, consultants, and government stakeholders.
This company provides project support services to federal and state government clients, working with scientific professionals and consultants. The culture is collaborative, innovation-focused, and fully remote with opportunities to impact government programs.
Monitor daily work and proactively address outstanding issues to ensure timely resolution and desired outcomes.
Process accounts payable and receivable transactions efficiently and assist in recording journal entries for month-end close.
Support bank reconciliations, gather substantiation for transactions, and maintain an organized filing system for the corporate accounting department.
Trucordia is an insurance brokerage built on successful businesses across the US, offering exceptional experiences for clients and employees. With over 5,000 team members across 200 offices, the company values collaboration, care, and celebration of individual and collective accomplishments.
Lead and manage the external audit process, coordinating with auditors and internal teams to ensure timely and accurate financial statement audits.
Oversee financial reporting compliance with U.S. GAAP and statutory requirements, including audits for domestic and international entities.
Identify process improvements and mentor team members to enhance audit readiness and reporting efficiency.
Geosyntec is an international engineering and consulting firm specializing in environmental, natural resources, and civil infrastructure projects. It is ranked among the top environmental engineering design firms by ENR and offers a collaborative culture with competitive benefits.
Build and audit client sites, including benefit plan rules, plan details, rates, and enrollment rules, ensuring proper system functionality and quality.
Prepare employee and employer communication documents, triage client tickets, and resolve data discrepancies with external vendors.
Audit system data from various sources, produce summary and detailed reporting, and prioritize tasks effectively in a fast-paced environment.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits with cloud-based technology and services. The company serves thousands of companies and millions of people nationwide, fostering a fun, flexible, and creative environment that values excellence, accountability, and superior service.
Perform client engagements from start to finish, including planning, executing, and completing financial audits while managing to budget.
Gain comprehensive understanding of client operations and business objectives, and utilize knowledge to resolve audit issues.
Supervise, train, and mentor associates and interns, and actively participate in planning and closing meetings.
BerryDunn is a professional services firm providing tax, advisory, and consulting services to businesses, nonprofits, and government agencies. The firm is recognized for its diverse and inclusive workplace culture and focus on learning and well-being.
Provide operational support for project planning, coordination, and documentation across cross-functional teams.
Support financial tracking, risk management, and progress monitoring to ensure project milestones are met.
Maintain visibility into resources, budgets, and deliverables to improve accountability and execution.
The company partners with organizations to provide operational support for complex projects, ultimately improving healthcare outcomes. The culture is collaborative and fast-paced, with a focus on accountability and cross-functional teamwork.
Coordinate, compile, and analyze financial and cost information for the company and grants/contracts.
Prepare and maintain project budgets, forecasts, and working capital requirements while ensuring compliance.
Perform month-end closing activities, process invoices and expenses, and support annual audit deliverables.
Career Team is a socially conscious organization that closes the nation's opportunity divide through government-funded workforce development programs and software tools. It has been recognized as one of America's fastest-growing private companies and values collaboration and innovation.
Provide accounting support including accounts receivable, bank deposits, and credit card reconciliation.
Collaborate with teams to ensure accurate revenue allocation and compliance with accounting standards.
Maintain electronic filing systems and assist with annual audits and internal controls.
Food Banks Canada is a national organization that supports a network of over 5,500 food banks and community organizations across Canada. In 2024, they were recognized by Waterstone Human Capital as one of Canada's Most Admired Corporate Cultures, reflecting a collaborative and mission-driven workplace.
Perform accounting duties including P2P process, bank reconciliations, and month-end close activities.
Analyze costs against budget and support cash management to improve financial visibility.
Contribute to special projects and collaborate with internal and external auditors.
MEDFAR Clinical Solutions provides a cloud-based Electronic Medical Record platform for clinics, founded to modernize healthcare through technology. As a fast-growing company, they emphasize a culture of transparency, collaboration, and innovation, with a global team.
Serve as the primary relationship owner for 60-75 clients, providing strategic financial and tax-aware guidance.
Translate financial data into actionable insights to drive business performance and client success.
Manage a high-touch client experience with proactive communication and cross-team coordination.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. With 40 US office locations, international offices, and over 3,200 team members, Aprio fosters a top-rated culture focused on growth and collaboration.
Execute monthly US GAAP journal entries, balance sheet reconciliations, and variance analysis.
Maintain audit-ready documentation and ensure SOX 404 compliance with internal controls.
Support quarterly/annual financial reviews and audits with organized schedules.
Sezzle is revolutionizing shopping with interest-free installment plans, blending tech to financially empower the next generation. As a NASDAQ-listed public company, Sezzle is building an innovative, dynamic team passionate about pushing boundaries in fintech and retail.
Record financial transactions and maintain accounts receivable aging reports for multiple clients.
Reconcile bank records, process payroll, and file sales/property taxes as needed.
Use accounting judgment to code expenses and schedule payments in automated systems.
My Financial Partner is a subsidiary of Teamshares, a national company helping American small businesses become employee owned. They provide fractional accounting resources with a team of experienced accounting professionals who are enthusiastic, inquisitive, and value continuous learning.