Job Description
July Business Services (JULY) views the Senior G/L Accountant as a key to the firm’s Finance & Accounting (F&A) function. Primarily responsible for leading a team of accounting professionals through timely and accurate deliverables and by creating operational process efficiencies. Tasked with driving employee performance and engagement, continuous improvement, and results, the Sr. G/L Accountant will enhance JULY’s financial statement reporting and month-end close processes. The Sr. G/L Accountant reports directly to the Chief Financial Officer in a private equity (PE) backed business.
The Gig
- Accurately prepare and review timely financial statements.
- Streamline and oversee the month end close process, significantly reducing the time to close.
- Provide financial information to leadership and the board to facilitate data driven decision making.
- Lead by example, exhibiting the company’s core values.
- Work in tandem with broader F&A team to share success, enhance the function, deliver high quality results, and exceptional internal client service.
- Establish merger and acquisition (M&A) accounting integration best practices.
- Review, modify, and oversee the accounts payable (A/P) and accounts receivable (A/R) functions.
- Maintain monthly fixed assets schedules and all capital leases.
- Implement batch and billing audits and reconciliation processes to increase revenue.
- Lead audits and other compliance projects.
- Participate in the interviewing, selecting, and training of new F&A teammates.
- Perform managerial tasks regularly and complete ad hoc projects when necessary.
Our Needs
- 5+ years of corporate accounting experience including financial reporting
- 3+ years in an accounting leadership role managing a team of varying skillsets
- Bachelor’s degree in accounting or a relevant field of study
- Strong understanding and proven application of Generally Accepted Accounting Principles (GAAP)
- Highly focused on details and priorities with the willingness and agility to pivot as priorities change
- Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams
- Understanding of various legal entities and how multiple entities operate under different umbrellas
- Professional and concise communication skills (written, verbal, and non-verbal)
- Service focused attitude thriving on accountability, credibility, and trustworthiness
- Positive influencer of change, innovation, and problem solving
- Federal and state tax knowledge
- Professional maturity and managerial courage
Our Wants
- Experience with M&A transactions and accounting integrations
- Various systems application knowledge including Sage, Centage Budgeting Software, etc.
Our Values
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous PTO Policy
- Ability to work remotely
About JULY
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
