Accounting Specialist

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work is defined by a relentless passion to solve your most complex business problems.

Position Summary:
The Accounting Specialist is responsible for performing accounting functions for the firm, including maintaining financial records, supporting the month-end and year-end close processes, ensuring compliance with applicable regulations, and preparing accurate financial reports. This role requires strong attention to detail, organizational skills, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:

• Maintain the firm’s general ledger, ensure accuracy and completeness of financial data.
• Prepare and post journal entries with appropriate supporting documentation.
• Assist in the preparation of monthly, quarterly, and annual financial statements.
• Generate internal reports, including Balance Sheet, Income Statement, and support schedules.
• Perform month-end and year-end closing processes.
• Reconcile all balance sheet accounts, including cash, prepaid expenses, accruals, and intercompany accounts.
• Analyze variances and provide explanations to management.
• Perform bank reconciliations and ensure accurate cash balances.
• Monitor cash flow and assist in cash management reporting.
• Process vendor payments and ensure proper approvals.
• Monitor accounts payable and accounts receivable activities and ensure timely processing and collection.
• Maintain accurate aging reports.
• Record payroll journal entries and reconcile payroll-related accounts.
• Support payroll processing and ensure proper recording of payroll transactions.
• Prepare and file sales and use tax returns.
• Prepare payroll tax deposits and SINOT.
• Prepare annual informative returns (e.g., 480 forms).
• Assist in compliance with applicable federal, state, and local regulations.
• Ensure adherence to internal controls, policies, and procedures.
• Maintain organized and audit-ready documentation.
• Assist in internal and external audits by providing required schedules and support.
• Identify opportunities to improve accounting processes and efficiencies.
• Maintain petty cash and supporting documentation.
• Perform other duties as assigned.

Language, Skills and Knowledge Requirements:

• Demonstrates professionalism, sound judgment, discretion, and a high level of integrity in handling confidential information.
• Excellent verbal and written communication skills in both English and Spanish.
• Ability to prepare routine reports, business correspondence, and accounting-related documentation with accuracy and professionalism.
• Strong mathematical and analytical skills, including the ability to calculate percentages, discounts, commissions, interest, and perform basic financial analysis.
• Ability to manage multiple priorities, meet deadlines, and maintain exceptional attention to detail in a fast-paced environment.
• Proven ability to process a high volume of accounting and bookkeeping transactions accurately and efficiently while maintaining quality standards.
• Strong organizational, time management, and problem-solving skills.
• Demonstrates reliability, accountability, punctuality, and a strong customer-service mindset.
• Ability to work independently and collaboratively within a team environment.
• Advanced computer proficiency, including Microsoft Office Suite (Excel, Word, Outlook, and PowerPoint).
• Experience using accounting software such as QuickBooks.

Education, Training and/or Experience Required:
This position requires a BBA in Accounting required. Minimum Three (3) to Five (5) years of experience in accounting/bookkeeping in general accounting procedures. Experience with full accounting cycle preferred including Accounts Receivable, Accounts Payable, Payroll and taxes, Collections, Business Taxes and Financial Statements.

 

We are an Equal Opportunity Employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions are based on qualifications, merit, and business needs.