Essential Job Functions and Responsibilities

Business Development

• Recognize opportunities to provide additional services, including cross-selling, to existing client base and participate in networking opportunities to secure new business leads

Client Service

• Always look for ways to help our clients and the firm improve processes and profitability and communicating suggestions to appropriate parties
• Embrace the SN Way of becoming our client’s most trusted advisor, creating client delight, and meeting service standards
• Provide month-end closing service to clients, including but not limited to, accounts payable, accounts receivable, bank and credit card reconciliation, fixed asset tracking, loan accounting
• Prepare and/or oversee preparation of monthly financial statements using SN and client resources includingclerical/bookkeeping level personnel within both agencies.
• A problem solver for both the client and SN OAS. Identify the root cause of an issue and propose a solution to resolve it.
• Participate in the on-boarding process of new OAS clients
• Maintain a professional demeanor with all client interactions
• Occasional support of staff accountant to include the complete project cycle (project entry, billing, project related reporting)

Leadership

• Assist to train, develop, and educate staff
• Provide guidance to teammates, be approachable to any questions/inquiries, and ultimately help the team be successful
• Collaborate with internal staff or client staff to complete tasks as engaged by clients
• Ability to lead and manage client projects with minimal oversite

SN Standards

• Utilize an appropriate degree of professional skepticism
• Comply with firm’s quality control procedures
• Meet/exceed expected available and billable hour goals
• Model and embrace daily timekeeping, maintain a current calendar of assignments, and make daily decisions about priorities
• Embrace the Strengths Finder initiative and consider strengths in developing relationships
• Learn new technology the firm introduces into the work environment and provide technical guidance as needed
• Adhere to the firm’s technology best practices and security protocols
• Participate in weekly and 30-day check-ins with direct supervisor, utilizing Deltek Talent platform
• Ad hoc duties and projects as assigned

Other

• Experience with Deltek Vision Required
• 5 Years of Experience in Accounting at or above a staff accountant level
• Ability to review financial reports balance sheets, profit and Loss statements and other reports to identify inconsistencies, errors, etc.
• Ability to reconcile financial discrepancies by researching and analyzing accounting data
• Knowledge of the entire accounting cycle from data entry to compilation of financial statements
• Experience in small business
• Self-motivated and positive attitude
• Strong organizational and computer skills (Microsoft products)
• Excellent oral and written communication skills
• Desire for knowledge to keep skill set relevant
• Ability to handle confidential and sensitive information in appropriate manner
• Ability to work in a fast-paced environment with competing priorities
• Ability to interact with individuals at all levels and practice areas within the organization

Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Core Competencies
Business Development, Client Service, Communication, Leadership, Operational Excellence, Personal Development, Technical Abilities

Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

The OAS Senior Accountant provides leadership and coordination of accounting services to OAS clients. They will also manage a variety of tasks and will be communicating with clients and co-workers.