Success Factors

Responsibilities

• Monitor and analyze financial transactions, investments, expenditures, bank account reconciliation, accounts receivables/payables, payroll and other operations
• Review and compare monthly bank statements to the general ledger, identify and reconcile differences and record all interest earnings
• Prepare year-end schedules and compile supporting documentation for the annual audit and participate in other internal audit functions
• Participate in the ongoing development and improvement of financial systems
• Ensure confidentiality regarding employees, clients, and vendors disclosed only to those authorized by corporate officials and as approved in writing by the CFO
• Prepare journal entries, analyses, and account reconciliations while assisting with monthly close processes
• Meet processing and reporting deadlines

• Respond to information requests, financial statement reviews and performance projections in a timely manner
• Contribute to the development and review of annual operating budgets and projections
• Other duties as assigned

People Management/Relationships

• Take initiative to be a team lead (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Business Growth (if applicable)

• Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Excellent organization skills and strong attention to detail
• Multitasker with the ability to prioritize work accordingly
• Strong organization skills with a drive for efficiency and accuracy
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Associate’s degree in Accounting ore related field; Bachelor’s degree in Accounting or Finance preferred
• 2+ years’ general accounting and payroll experience in a corporate setting
• Excellent analytical skills required with demonstrated experience in data collection and problem-resolution
• Working knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
• Technologically-savvy with prior experience working in an ERP or Payroll system
• Proven ability as a detail-oriented individual with the ability to prioritize, summarize and analyze data

Essential Functions

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients and events as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: