Senior Staff Accountant
ON SITE IN LEWISVILLE, TX
Position Summary
We are seeking a hands-on Senior Staff Accountant who can manage core accounting activities while turning financial data into meaningful business insights. This role requires strong month-end close experience, advanced Excel skills, and the ability to independently analyze variances, inventory, margins, cash flow, and business performance.
This is not a transactional AP-only position. The successful candidate will be comfortable working with detailed accounting data, improving reporting processes, and presenting clear findings to management.
Key ResponsibilitiesMonth-End Close and General Accounting
- Prepare and post journal entries for accruals, prepayments, depreciation, inventory, and other month-end activities.
- Perform bank, balance sheet, intercompany, and general ledger reconciliations.
- Maintain accurate accounting records in accordance with GAAP.
- Support timely and accurate monthly, quarterly, and year-end close processes.
- Research and resolve accounting discrepancies independently.
Financial Analysis and Management Reporting
- Prepare and analyze the monthly financial reporting workbook.
- Analyze actual results against budget, forecast, prior month, and prior year.
- Identify and clearly explain revenue, gross margin, operating expense, inventory, and working-capital variances.
- Prepare cash-flow projections, KPI reporting, and ad-hoc financial analyses.
- Assist management in evaluating business performance and making data-driven decisions.
- Help prepare monthly management-review presentations and supporting schedules.
Advanced Excel and Data Analysis
- Build and maintain Excel-based financial models, reconciliations, and reporting tools.
- Use advanced Excel functions, including:
- XLOOKUP and VLOOKUP
- PivotTables and PivotCharts
- SUMIFS and COUNTIFS
- IF statements and nested formulas
- Data validation, filtering, and conditional formatting
- Data cleaning and reconciliation of large datasets
- Automate and improve recurring reports to reduce manual work and errors.
- Experience with Power Query, Power Pivot, or macros is a plus.
Accounts Payable and Accounts Receivable Oversight
- Review vendor invoices, expense reports, purchase-order matching, and payment approvals.
- Support ACH, wire, and check payment processing.
- Reconcile vendor statements and resolve discrepancies.
- Record and apply customer payments accurately.
- Review AR aging, unapplied cash, past-due accounts, and collection issues.
- Provide accounting oversight and backup support for transactional activities as required.
Compliance and Audit Support
- Support internal and external audits by preparing schedules and documentation.
- Assist with sales and use tax filings, 1099 reporting, corporate tax support, and other compliance requirements.
- Maintain organized and audit-ready accounting records.
- Assist in strengthening internal controls and accounting procedures.
Process Improvement and Technology
- Identify opportunities to improve accounting, reporting, and data-management processes.
- Use ERP reporting, Excel, and appropriate AI tools to improve efficiency and analysis.
- Validate all AI-assisted work for accuracy, confidentiality, and sound financial judgment.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- 5–7 years of progressive accounting experience, including month-end close and account reconciliations.
- Strong understanding of accrual accounting and U.S. GAAP.
- Demonstrated experience preparing financial analysis and explaining business variances.
- Advanced proficiency in Microsoft Excel, including XLOOKUP/VLOOKUP, PivotTables, SUMIFS, and large-data reconciliation.
- Experience with an ERP system such as NetSuite, SAP, Oracle, Microsoft Dynamics, or similar.
- Experience with inventory, manufacturing, distribution, or product-based businesses is strongly preferred.
- CPA or CPA-track candidate is a plus.
- Experience with Power BI, Power Query, or financial dashboarding is a plus.
Required Competencies
- Strong analytical and problem-solving skills.
- Able to work independently and take ownership of assigned responsibilities.
- High attention to detail without losing sight of the overall business picture.
- Able to identify unusual financial trends and investigate the underlying cause.
- Strong organizational and time-management skills.
- Able to communicate financial information clearly to non-financial managers.
- Comfortable working in a fast-paced and evolving organization.
- Professional judgment when handling confidential information.
