Job Details
McInnis Inc. is a professional staffing and Human Resource firm specializing in, pharmaceutical, healthcare, restaurants and Municipal management based in Milford, CT. Our mission is to provide superior talent, cutting-edge HR services, workforce management and payroll operations for our diverse list of clients.
- This position is onsite in Milford, CT.
- 5+ years of progressive experience in payroll, AP/AR, financial analysis, modeling, and business planning.
ROLE
The Staff Accountant will be responsible for helping the organization make strategic financial decisions, perform financial management duties including generating financial data, compiling, and submitting reports, analyze and assessing the financial health of the company. The Staff Accountant will have an aptitude for all things finance, is a self-starter, can work independently, can prioritize projects, and has multi-client/payroll company experience. If you are a proactive problem solver with a growth mindset who loves working with data and engaging others, you will thrive in this position.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions and duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
- Maintain an accurate record of all financial transactions.
- Be a trusted point person for all financial operations.
- Influence organizational decision-making through development of financial data-informed insights and recommendations.
- Process and track the companys accounts payables and accounts receivables.
- Investigate and answer routine and non-routine questions regarding payroll and AP/AR issues.
- Enter and maintain cash receipts disbursement journal and general ledger.
- Perform bank reconciliation for all bank accounts.
- Prepare quarterly and annual account reconciliations, monitor and enforce compliance with tax and financial reporting standards and assist with cashflow.
- Create financial forecasts and analysis.
- Prepare and present monthly, quarterly, and annual reports to leadership.
- Lead financial analysis for determining return on investment and profit/loss (P&L) impact.
- Partner with leadership to identify growth and cost efficiency opportunities and to deliver achievement of business objectives and key results.
- Evaluate business cases and provide feedback regarding benefits, costs, risks and opportunities.
- Assist in preparation of annual budget, quarterly forecasts, long-term plan, and other senior executive, board, and investor materials.
- Actively seek opportunities to optimize financial costs and investments when making decisions that have a financial implication.
- Register in other states and filing processes when necessary.
- Process and reconcile payroll for internal and external employees.
- Collaborate with Leadership to establish bonus targets, track progress, measure results and improve processes.
- Track and monitor PTO banks.
- Maintain HRIS system.
- Prepare annual 1099/1096
- Maintain and audit COIs for both 1099s & tenants.
- Consistently evaluate the existing process to determine a need for efficiencies.
KNOWLEDGE SKILLS AND ABILITIES
- Ability to prioritize while adhering to strict deadlines.
- Results driven mindset with a positive and determined approach to research and data analysis.
- Build and maintain strategic partnership with Leadership.
- Critical attention to detail and reconciliation.
- Excellent communication skills and a proven ability to communicate financial reporting.
- Thorough working knowledge of financial process efficiencies.
- Ability to prioritize workload by effectively managing multiple projects while meeting deadlines.
- High energy, positive, can-do attitude, flexibility, and attention to detail; and a high degree of initiative.
- Experience running finance for multiple EINs
QUALIFICATIONS
TECHNICAL
- Proficiency in QuickBooks and ADP Run and/or WFN, expert level.
- Advanced proficiency in Excel and PowerPoint.
- Knowledge of best practices in finance operations and procedures.
- Demonstrate a sound working knowledge of employment laws and practices as they relate to payroll.
- Ability to interact effectively with Employees and Leadership with professionalism.
- Takes initiative to assure timely compliance and reconciliation with deadlines and resolution of pending finance / payroll matters.
- Must be accurate thorough and well organized in working with detailed and confidential / sensitive information.
- Demonstrated ability to remain flexible to change in assignments or situations.
- Willingness to learn and apply new skills to accommodate a changing work environment.
- Strong organizational and interpersonal skills.
- Strong analytical and quantitative skillset.
- Curiosity and passion for data, insights, and storytelling.
- Demonstrated ability to practice ethical and professional standards of conduct, including confidentiality.
EXPERIENCE
- A bachelors degree; finance or similar field preferred.
- 5+ years of progressive experience in payroll, AP/AR, financial analysis, modeling, and business planning.
- Expert-level QuickBooks and ADP administration.
- Experience engaging and presenting financial data to senior executives, CPA and clients.
EDUCATION
Bachelors Degree in finance or business administration (or equivalent experience) with demonstrated skill and knowledge in QuickBooks, ADP payroll, HRIS, Management of office procedures and strategic business communications. Experience in using Microsoft 365, ADP and QuickBooks.
TOOLS AND EQUIPMENT USED:
Laptop, tablet, multifunction printers, VOIP phone systems and other standard office equipment. Computer and Software platforms such as QuickBooks, MS365, ADP Run, (or comparable HRIS), Jotforms, SharePoint, and Clients ATS.
PHYSICAL DEMANDS:
The physical demands described are representative of those that must be met by the incumbent to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable otherwise qualified individuals with disability to perform the essential functions. The employee is required to use arms, hands, fingers, and eyes to operate equipment. Specific vision abilities required for this job include close vision for an extended period and ability to adjust focus as needed.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is generally performed in typical office surroundings. The noise level of the work environment is generally quiet.
Pre-employment Background check, Drug screen and references are required.
IND125
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