Accountant (Intercompany)

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

Job summary

Waltham Planning Group has an opening for an Accountant (Intercompany). Expect extra hours during year-end close and audit fieldwork in January and February. Remote position. Most of the team is in Waltham, but nobody is required to come in. Most of our work is async, and meetings are kept short.

Job duties

• Help FP&A with actuals and variance data for budget reviews
• Record fixed asset additions and run monthly depreciation
• Track prepaid expenses and amortization schedules
• Reconcile balance sheet accounts, including cash, fixed assets and accrued liabilities
• Assist with year-end audit requests and prepare supporting schedules

What you need

• 3-5 years of general ledger or public accounting experience
• Strong Excel: XLOOKUP or VLOOKUP, pivot tables, SUMIFS
• Hands-on with NetSuite, Sage Intacct, QuickBooks Online or another ERP
• Bachelor's degree in accounting or finance
• Experience with month-end close and balance sheet reconciliations
• Comfortable explaining numbers to non-accountants

Preferred qualifications

• CPA or CPA-eligible
• Power BI or Tableau

Rate: $85,000 - $106,000 per year

What we offer

• Health, dental and vision coverage starting on day one
• 401(k) with 4% match
• Paid time off
• Profit sharing

EOE. We participate in E-Verify.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..