M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Sr. Accountant to join our team.

This position will work closely with our Accounting Team to prepare financial statements, reports and analysis, develop business segment analytics, perform a variety of general ledger functions, develop and analyze budget information and assist with audits and documentation/testing of internal controls.

RESPONSIBILITIES

• Complete monthly close processing on Epicor accounting system and prepare financial reports and analysis for various M Financial subsidiary companies
• Participate in the assessment, development and reporting of business segment analytics with regular responsibility for several subsidiaries
• Perform monthly revenue reporting responsibilities related to various subsidiary companies; prepare journal entries, reconciliations, financial reports and related analysis
• Serve as a Cash Management Team member involved in performing and recording daily banking activity for various M Financial entities, including maintenance of short-term cash projections
• Reconcile monthly statements for bank accounts
• Assist with fixed asset administration, including tracking additions and disposals within BNA fixed asset system and reconciling asset listing to the general ledger
• Assist with the preparation of monthly expense reports and provide budget leaders with information to analyze department expenses and project costs
• Review invoices and check requests to ensure accurate general ledger account coding; review employee expense reports for appropriate account coding and compliance with travel and expense policies; approve weekly expense payments and serve as check signer
• Prepare supporting schedules and work effectively with external auditors during interim and year-end financial statement audits; work with Internal Audit Team and other Accounting Team members to document and test internal control procedures
• Assist with preparation of annual budgets; work with department managers to develop detailed expense budgets and forecasts, analyze and monitor expense variances, and prepare reports for senior management and the Board
• Perform analysis related to leases and assist with items such as annual insurance renewals and unclaimed property analysis
• Work with other Accounting Team members to identify opportunities for process improvement and automation, and assist with implementation of these improvements
• Perform various financial analyses, develop ad hoc reports and communicate information effectively
• Provide outstanding service through timely and effective follow-ups and communications with internal and external customers
• Serve as project manager and project team member on various Accounting Team projects
• Other duties as assigned

QUALIFICATIONS

• Bachelor's degree in accounting, or business with emphasis in accounting strongly preferred
• 4+ years' experience with accounting experience with demonstrated ability to progressively assume increased responsibility
• CPA preferred
• Strong knowledge of technical accounting standards and concepts on to detail and organizational skills
• Excellent written and verbal communication skills
• Proven ability to prioritize and communicate status of multiple projects; excellent organizational skills and demonstrated ability to follow through on projects to completion
• Effective analytical and problem-solving skills
• Ability to be flexible and work with changing requirements and priorities
• Detail-oriented, proactive, self-motivated, and responsible
• Ability to develop and maintain effective working relationships with Accounting Team members, other M Financial staff, Member Firms and external parties

JOB CONDITIONS AND ENVIRONMENT

• Hybrid work environment in Portland, OR offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal office environment/desk assignment
• Extensive use of PC's, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents
• Potential for light travel, less than 10%

COMPENSATION AND BENEFITS

Portland, OR Base Salary Range: $68,300 - $97,650

Salary will be commensurate with relevant experience, knowledge, and skills.

You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including:

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Empathy (Bereavement Support)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.