Job Application - Leading Retirement Solutions

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Accounting Specialist

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Accounting Specialist

Full Time (40 hours/week)

100% Fully Remote

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Salary range: $54,000 to $70,000 DOE

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our organization of experts! 
We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments. 

Department Responsibilities 

The Accounting department oversees the timely and accurate completion of month-end close, forecast updates, and annual plans, including a focus on company costs and revenue. Work scope also includes exposure to leadership through involvement in regular business reviews and project management opportunities, focused on automation and increasingly efficient work processes.

Role Responsibilities 

This role will oversee the timely and accurate completion of month-end close, forecast updates, and annual plans, including a focus on company costs and revenue. This role will own all aspects of accounts receivable, accounts payable, payroll, financial reporting, as well as support external audit and tax as needed. Work scope also includes exposure to leadership through involvement in regular business reviews and project management opportunities, focused on automation and increasingly efficient work processes. 


Essential Job Duties

The Accounting Specialist is responsible for driving results in a fast-paced environment in the functional areas of accounts payable, accounts receivable, reporting and payroll, as well as in other accounting areas.

Oversee the operations of the company’s finance department including creating and reviewing policies, budgeting, training, and conducting regular assessments of financial procedures.

Process banking deposits and prepare bank reconciliations in a timely manner.

Process A/P among multiple entities. Analyze accounts to maintain A/P system for accuracy.

Perform monthly reconciliation.

Regularly summarize current financial status by collecting information, preparing balance sheet, profit and loss statement, monthly post-close metrics and other reports requested.

Perform recurring activities including recording and posting financial transactions, managing bank feeds, reconciling and processing payments to vendors.

Monitoring accounts receivable and payable, providing insight and reporting around changes.

Invoicing clients, reconciling accounts, identify and correct errors that occur due to data entry. 

Supporting our company’s payroll process.

Assist with business and tax filings.

Responsible for the preparation of recurring account reconciliations, monitor and enforce compliance with tax and financial reporting standards, and assist with cash flow forecasting.

Contribute to weekly business review process by consolidating data inputs, managing report accuracy, and creating new content for management utilization.

Drive a monthly business review for leadership team, consisting of financial highlights, lowlights, and recommendations. 

Lead project(s) to improve internal current manual processes by systematizing cost reporting and forecasting.

Guide and manage 1-2 internal team members and external/outsourced parties by coordinating activities, answering questions and problem solving. 

Effectively perform these duties and responsibilities in a fully remote environment, coordinating with team members in 10+ locations.

Work collaboratively with cross-functional teams to ensure timely.

Additional duties as assigned by the Chief Executive Officer.

Minimum Qualifications

Minimum of 3 years of accounting/bookkeeping experience

Strong expertise of QuickBooks

Experience with analytical, managerial, and strategic support with recurring activities.

Passion for results; able to deliver full-cycle projects (start to finish) and results in a timely manner.

Highly organized, analytical, with keen attention to detail.

Ability to solve moderate to complex problems; resourceful and takes initiative to seek internal and external resources when problem solving.

Excellent decision making, conflict management, organizational, time management, and problem-solving skills.

Must have the ability to communicate professionally and effectively including strong oral, writing, and listening skills. Must have the ability to interact with all levels of the organization.

Must be able to work independently as we are a fully remote company. This person may lead and manage a team of 1-2 additional team members as well as outsourced support.

Strong command of technology including QuickBooks, and ability to learn new software solutions easily and quickly.

Proficiency is required with Excel, Word, Outlook, Adobe Acrobat.

Experience with month-end close process, payables, receivables.

Ability to build scalable reports and dashboards for various audiences.

Preferred Qualifications

General knowledge of payroll and tax-related matters is preferred.

Associate’s degree in accounting, finance or related field is preferred.

Experience in the retirement plan industry is preferred.

Physical Demands and Work Environment

While performing the duties of this job, the employee is regularly required to talk and hear. 

The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms. 

The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires less than 5% of travel.

The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.

Constantly operates a computer and other office productivity machinery such as a printer. 

We Offer Great Benefits!

Choice between 4 medical plans

Dental, Vision and Accident Insurance

3+ Weeks of Paid Time off (PTO) Starting

Paid Holidays

Employer sponsored 401(k) Plan + Employer matching contributions

Performance bonuses

Financial support for ongoing education and credentialing

Great, casual working environment with casual dress

100% Employer Paid Work from Home Setup

Flexible Scheduling

Leading Retirement Solutions is proud to be an Equal Opportunity employer and we value diversity at our firm. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LRS will only employ those who are legally authorized to work in the United States for this opening.

We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to General employment questions cannot be accepted or processed here.