Summary
Cast Finance is a modern accounting, bookkeeping, payroll, and advisory partner that uses technology, AI tools, and automation to support entrepreneurs. The Staff Accountant will maintain financial records, complete month-end close activities, prepare monthly financial reporting, reconcile accounts, investigate discrepancies, and support AP, AR, and sales tax processes for assigned Member accounts.
Responsibilities
- Maintain accurate, timely, and complete financial records for assigned Member accounts, ensuring all month-end close activities are completed on schedule
- Deliver clear, accurate monthly financial reporting packages that help Members understand their fiscal health and confidently make business decisions
- Improve the quality, consistency, and accuracy of accounting data by identifying discrepancies, investigating variances, and resolving issues proactively
- Recommend workflow, system, and process enhancements that make our Accounting Team more efficient and scalable
- Support general accounting activities across accounts payable, accounts receivable, sales tax filings, and related operational accounting areas
- Contribute to a high-performing, collaborative partnership with the Member Services Team
- Import, categorize, and maintain transactional data for assigned Member accounts
- Reconcile all reconcilable accounts, including monthly bank reconciliations
- Monitor and analyze accounting data; investigate variances and irregularities
- Organize and update financial records to maintain accuracy and compliance
- Prepare and issue accurate monthly financial statements
- Oversee general accounting functions, including AP, AR, and sales tax processes
- Prepare documentation for external auditors as needed
- Recommend ways to improve workflows, reduce costs, or enhance revenue for Members
- Perform other related duties as assigned
Skills
- You have 2+ years of experience in accounting or finance
- You hold a bachelor's or master's degree in accounting, finance, or a related field (or equivalent experience)
- You understand and adhere to Generally Accepted Accounting Principles (GAAP)
- You are highly organized, detail-oriented, and comfortable managing multiple priorities
- You have experience managing multiple clients at once, such as at a CPA or small accounting firm, and know how to juggle different books and deadlines
- You thrive in a collaborative environment and work effectively with a Senior Accountant reviewer
- You are curious, self-motivated, and enjoy learning across multiple industries
- You have strong written and verbal communication skills, especially when explaining financial information
- You are tech-savvy and comfortable using modern tools, including: QuickBooks Online, Excel, project management tools, and AI assistants
- You are goal-oriented and capable of handling complex, time-sensitive tasks with accuracy
- Remote candidates must reside and work from one of the following states: CO, FL, GA, NC, NY, OK, UT, WI
- Applicants must be currently authorized to work in the United States on a full-time basis
- CPA is not required
Qualifications
Must Haves
- You have 2+ years of experience in accounting or finance
- You hold a bachelor's or master's degree in accounting, finance, or a related field (or equivalent experience)
- You understand and adhere to Generally Accepted Accounting Principles (GAAP)
- You are highly organized, detail-oriented, and comfortable managing multiple priorities
- You have experience managing multiple clients at once, such as at a CPA or small accounting firm, and know how to juggle different books and deadlines
- You thrive in a collaborative environment and work effectively with a Senior Accountant reviewer
- You are curious, self-motivated, and enjoy learning across multiple industries
- You have strong written and verbal communication skills, especially when explaining financial information
- You are tech-savvy and comfortable using modern tools, including: QuickBooks Online, Excel, project management tools, and AI assistants
- You are goal-oriented and capable of handling complex, time-sensitive tasks with accuracy
- Remote candidates must reside and work from one of the following states: CO, FL, GA, NC, NY, OK, UT, WI
- Applicants must be currently authorized to work in the United States on a full-time basis
Nice to Haves
Benefits
- Performance bonus potential
- Receive 100% coverage for your insurance plan(s) (health, dental, vision, STD, LTD, Life)
- Enjoy the benefit of unlimited PTO, sick days, and paid company holidays
- Earn 401K plan eligibility with company matching at your 1-year anniversary
- Access to cutting edge AI tools - you’ll be at the forefront, mastering technology that makes you more capable, more valuable, and ready for the future of finance