Milestone Business Solutions Inc.
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The Staff Accountant will process accounts receivable and payable transactions, reconcile bank and credit card accounts monthly, handle recurring journal entries, and communicate with clients to provide updates and respond to inquiries, escalating issues to the Controller as needed.
The Account Manager will execute business reviews, identify cross-selling opportunities, manage client renewals, address client inquiries, and facilitate community creation among clients. The role requires continual learning about the firm's products and services, with occasional travel to Indianapolis.
The Controller will prepare financial statements, manage monthly closings, forecast cash needs, improve internal controls, maintain financial models, and communicate performance expectations effectively. This role requires a strong knowledge of accounting principles and advanced Excel skills.