Senior Accounting Assistant

Senior Accounting Assistant

Financial Reporting | Budgeting | Succession Track

On-Site | Full-Time

Build the Financial Backbone of a Growing Multi-State Company

We are not looking for a basic bookkeeper.

We are hiring a Senior Accounting Assistant who wants to grow into a long-term financial leader within our organization.

This role works directly with the Controller and ownership team in a multi-company, multi-state healthcare services organization, supporting financial reporting, budgeting, payroll, and strategic planning.

You will help transform accounting data into meaningful reporting that drives executive decisions — while also helping build the internal financial structure that supports succession and long-term company growth.

If you want to move beyond data entry and into financial analysis, budgeting, and leadership development — this role was designed for that path.

What You’ll Be Responsible For

Financial Reporting & Analysis

• Maintain accurate general ledger activity across multiple entities
  
  • Prepare multi-company Balance Sheets, P&Ls, and management reports
  • Assist in building monthly KPI dashboards and ratio reporting
  • Support budget creation, forecasting, and variance analysis
  • Develop weekly accounting summaries (AP, AR, cash position, open items)
  • Assist ownership with financial modeling and planning initiatives
  • Support internal reporting used for strategic growth and succession planning

Budgeting & Forecasting

• Assist in annual budgeting process across multiple entities
  
  • Monitor budget vs. actual performance
  • Identify trends and cost-control opportunities
  • Contribute to forward-looking financial projections

Accounting Operations

• Process and reconcile credit card activity in QuickBooks Desktop
  
  • Review and process vendor invoices with proper GL and class/project coding
  • Reconcile subsidiary ledgers to the general ledger
  • Collaborate with Purchasing and Territory Managers on project coding
  • Support inventory tracking and process improvements

Payroll, HR & Benefits Oversight

• Process multi-state, multi-rate payroll through Gusto
  
  • Assist with employee benefits administration and open enrollment
  • Support workers’ compensation claims and reporting
  • Respond to employee payroll and benefits inquiries
  • Help ensure compliance across multiple states

This Role Is Ideal For Someone Who:

✔ Wants to move into financial analyst–level reporting
✔ Enjoys budgeting and forecasting, not just reconciliations
✔ Understands multi-entity accounting
✔ Thrives in a structured, detail-driven environment
✔ Wants long-term career growth and succession opportunity
✔ Is comfortable working directly with ownership

Qualifications

• 3+ years of accounting or senior bookkeeping experience
  
  • Strong QuickBooks Desktop experience (required)
  • Multi-state payroll experience (Gusto preferred)
  • Experience with budgeting or financial analysis strongly preferred
  • HR exposure (benefits, WC claims) a plus
  • Strong GL and reconciliation skills
  • High discretion with confidential financial data

Preferred Background

• Multi-company accounting
  
  • Class or project-based accounting
  • Healthcare, field service, or multi-state operations
  • Experience building reports for executive leadership

What We Offer

• Full-Time | Monday–Friday | On-Site
  
  • Competitive salary based on experience
  • Health, dental, vision
  • Generous PTO
  • Direct exposure to executive financial strategy
  • Long-term stability in a growing organization
  • Clear path toward expanded financial leadership