- Monitor and analyze financial transactions, expenditures, bank account reconciliation, accounts receivables/payables and other operations
- Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings
- Prepare year-end schedules and compile supporting documentation for the annual financial statements and participate in other financial reporting functions
- Oversee monthly health equity card transactions and intercompany banking transactions
- Participate in the ongoing development and improvement of financial systems
- Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the Finance Director
- Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes
- Support Accounts Payable and Accounts Receivable Specialist with GL coding questions and technical questions related to ERP
- Verify check clearance and provide ACH instructions to clients
- Import hours, bonuses, commissions and miscellaneous transactions into payroll software to be reviewed by the Payroll Manager
- Complete weekly flash reports and government surveys as necessary
- Respond to information requests, financial statement reviews and performance projections in a timely manner
- Contribute to the development and review of annual operating budgets and projections
- Other duties as assigned
- Take initiative to be a team lead (proactively seek opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust within the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Excellent organization skills and strong attention to detail
- Multitasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
- Bachelor’s degree in Accounting, Finance or related field strongly preferred
- CPA certification or other relevant certifications a plus
- 5+ years’ general accounting in a corporate setting required
- Strong understanding of accounting concepts (AP, AR, GL, gross margin reporting etc) and how a service organization functions
- Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint); excellent knowledge of Excel and reporting functions
- Technologically-savvy with prior experience working in an ERP required
- Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data
- Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
- Vision abilities required include close vision, distance vision and the ability to adjust focus.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local offices and events as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$70,000 - $80,000Top Skills
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
