Accounting Associate (Growth Path to Lead Accountant)

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TYPE OF WORK

Full Time

SALARY

1000

HOURS PER WEEK

40

DATE UPDATED

Jul 17, 2026

JOB OVERVIEW

We are seeking a full-time Accounting Associate who will support our fractional CFO team in providing high-quality accounting services to our clients. This role works directly with our CFOs and accounting leads to maintain and improve our clients’ accounting systems and financial processes.

This is a client-facing role. While the position begins as an Accounting Associate, the intention is for the successful candidate to grow into a Lead Accountant role within approximately six months.

Our firm provides outsourced accounting and finance services to growing businesses. We support clients with bookkeeping, financial reporting, accounts receivable, accounts payable, accounting operations, and payroll accounting.
The ideal candidate is comfortable stepping into unfamiliar accounting environments, assessing existing processes, identifying opportunities for improvement, and helping implement better systems.


CORE RESPONSIBILITIES:
Client Accounting Support:
Maintain and improve client accounting records
Assist with monthly close processes
Prepare journal entries and reconciliations
Maintain revenue recognition and deferred revenue schedules
Support inventory and cost accounting
Manage accounts receivable and accounts payable workflows
Support financial reporting for client leadership and CFOs

Accounting Diagnostics & Improvement:
Review existing accounting records and identify inconsistencies or areas needing improvement
Investigate unusual balances or discrepancies in the general ledger
Help implement improved accounting processes and workflows
Work with CFOs to improve monthly close efficiency and financial reporting reliability

Client Communication:
Communicate with clients via email and occasionally in meetings
Explain accounting questions or issues clearly to non-accounting stakeholders
Gather information from clients to resolve accounting questions

Internal Collaboration:
Coordinate with accounting associates and leads to ensure work is properly prioritized
Manage deadlines around client reporting and meetings
Escalate issues when necessary while maintaining ownership of tasks


WHAT SUCCESS LOOKS LIKE
Within the first six months, successful candidates will:
Confidently take ownership of client accounting workflows
Diagnose accounting issues in unfamiliar books
Contribute to improving client accounting processes
Communicate effectively with both clients and internal teams
Demonstrate readiness to grow into a Lead Accountant role


KEY TRAITS WE VALUE:
Agency:
You take initiative and move work forward without needing constant direction. You know when to solve problems independently and when to escalate.
Integrity:
We operate with a high level of trust. You are transparent about challenges and take ownership of your work.
Kindness:
We work collaboratively and support one another. Strong interpersonal skills and a respectful attitude are essential.


QUALIFICATIONS:
Required:
3+ years of accounting experience
Strong understanding of general ledger accounting
Experience with month-end close processes
Experience with revenue recognition and balance sheet reconciliations
Proficiency in Excel or Google Sheets
Ability to explain accounting concepts clearly in writing
Proficiency in QuickBooks Online and other Accounting systems

Preferred:
Experience working with multiple clients or business units
Experience cleaning up or inheriting existing accounting systems
Experience with inventory & cost accounting
Experience supporting CFOs or financial leadership
CPA or CPA-track (not required)
Experience working EST business hours and supporting U.S.-based clients


THE TYPE OF PERSON WHO THRIVES HERE:
This role is well suited for someone who:
Enjoys solving messy accounting problems
Is comfortable working across multiple businesses and industries
Communicates clearly with both accountants and business operators
Wants to grow into a leadership role
Takes pride in improving systems and processes

SKILL REQUIREMENT
Quickbooks Financial Accounting Google Sheets
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