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Momentum Accounting

SiteLinkedInTodas as Vagas

2 - 10 funcionários

Fundada em 2016

🤝 B2B

💸 Finanças

💼 Consultoria

B2B • Finance • Consulting

A Momentum Accounting é uma empresa de contabilidade e finanças orientada para pessoas e movida por tecnologia, que oferece serviços terceirizados de contabilidade, serviços de CFO, contabilidade em nuvem e migração para a nuvem, além de implementação de tecnologia para pequenas e médias empresas. Eles ajudam as empresas a escalarem de aproximadamente US$ 1 milhão a US$ 10 milhões em receita implementando soluções modernas de contabilidade integrada, solucionando problemas contábeis legados, preparando documentação fiscal e oferecendo consultoria financeira estratégica e insights acionáveis. A Momentum atende clientes em setores variados incluindo SaaS, serviços profissionais, restauração/comércio, startups e outras pequenas empresas, posicionando-se como um parceiro empresarial com conhecimento prático, oferecendo suporte real e pessoas reais em diversos estados.

Descrição

• Serve as the primary financial contact for assigned clients, building trusted, professional relationships • Communicate proactively with clients regarding deliverables, deadlines, issues, and financial results • Conduct regular client meetings or check-ins to review financial statements, KPIs, and cash flow • Present financial information in a clear, client-friendly manner tailored to the client’s level of financial sophistication • Respond to client inquiries in a timely and professional manner, escalating concerns as appropriate • Oversee and execute month-end and year-end close processes for multiple client entities simultaneously • Prepare and review financial statements in accordance with GAAP, ensuring accuracy and completeness • Perform and review balance sheet reconciliations, journal entries, and variance analysis • Maintain organized, audit-ready workpapers and documentation for all client engagements • Coordinate with tax preparers to ensure financial records are accurate and ready for tax compliance purposes • Manage multiple concurrent client engagements, tracking progress against deadlines and internal targets • Proactively identify risks to timely delivery and communicate them to leadership in advance • Organize and prioritize workload independently, ensuring that recurring deliverables are completed on schedule • Maintain up-to-date records in the firm’s project management system, accurately reflecting engagement status and time • Review the work of bookkeepers and staff accountants assigned to client engagements, providing timely, constructive feedback • Mentor and coach junior team members, helping them develop both technical skills and professional judgment • Set clear expectations for staff on client engagements and follow up to ensure quality standards are met • Collaborate with team members to share knowledge, document processes, and support a positive, high-performance work environment • Leverage accounting platforms (QuickBooks Online, Xero, and others) effectively to maintain client books and produce reports • Contribute to the development and documentation of firm SOPs and best practices • Identify opportunities to improve efficiency and quality within client engagements and firm workflows

🎯 Requisitos

• Bachelor’s degree in Accounting, Finance, or a related field • 5+ years of progressive accounting experience, with at least 2 years in a Controller or Senior Accountant capacity • Strong knowledge of GAAP and financial reporting principles • Proficiency in cloud-based accounting software (QuickBooks Online, Xero, or similar) • Multi-client management: Demonstrated ability to manage multiple clients or projects simultaneously under firm deadlines. • Excellent written and verbal communication: Able to communicate financial information clearly to non-financial audiences. • ****Nice to Have's: • CPA license or active pursuit of CPA licensure • Experience in a public accounting or CAS firm environment • Familiarity with project management tools and automated reporting workflows

🏖️ Benefícios

• $100/month fitness benefit: Support your health and well-being, your way. • Up to $440/month QSEHRA: Helps cover qualifying medical expenses. • 401(k) with company contribution • $50/month phone reimbursement • BYO laptop + $500 equipment stipend (one replacement every 5 years) • Unlimited PTO (recommended at least 3 weeks/year) • Career growth: Mentorship, leadership development, and a clear path to senior firm leadership.