Accountant and Payroll Specialist

Payroll responsibilities:

• Run and manage client payroll
• Lead implementation to preferred DI payroll platform for all DI clients who agree to migrate
• Conduct client annual 401k census
• Perform client workers compensation audit
• Stay on top of payroll law changes, compliance requirements, interpret and ensure DI payroll clients remain compliant (where DI is scoped to manage payroll)

Accounting responsibilities:

• Serve as internal accountant for multiple client businesses, $1-$30 million in revenue
• Perform accounting services exclusively according to Driven Insights delivery process
• Accounting/bookkeeping tasks, such as: * Accounts payable * Accounts receivable * Payroll journal entries * Reconciliations * Month end close, report generation
• Help onboard new clients, deploy new technology and overhaul and standardize new accounting process
• Support client CPA for yearend closing and tax filing

Other responsibilities:

• Assist in documenting and refining delivery process as improvement opportunities are identified
• Train employees on our delivery process
• As appropriate, coordinates with payroll-related software vendor to maintain accounting software system; recommends updates to enhance the accounting software.
• Performs other duties as assigned

Required Skills and Abilities:

• Passion for (and track record of) using financial information to generate useful management insights
• Passion for using math skills in a financial setting
• Incredible attention to detail and “built-in” sense of urgency
• Excellent written and verbal communication skills.
• Experience with QuickBooks and Microsoft Excel is required, Xero experience is a plus

Education and Experience:

• Bachelors degree in Accounting, Finance, or related discipline required.
• 3+ years of experience as accountant or full charge bookkeeper required
• 3+ years of experience managing payroll and related accounting entries, plus the underlying technology required
• 2+ years of audit work for CPA firm preferred

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.