OVERVIEW
BerganKDV recently joined Creative Planning, one of the nation’s top independent wealth management and investment advisory firms, also providing a comprehensive suite of consulting, tax and advisory services for business and institutions.
This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.
JOB SUMMARY
As a Senior Accountant on the Outsourced Business Accounting team, you will work directly with clients and other team members to help manage the client’s A/P, A/R, and account reconciliations.
This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.
JOB DUTIES
· Process accounts payable
· 1099 processing
· Process accounts receivable and apply customer payments
· Reconcile accounts
· Appropriate utilization and efficiency of software applications
· Prepare adjusting journal entries
· Assist in month end closing and reconciliations
· Process improvement through automation and industry-specific best practices
· Prepare reports for year-end audits
· Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals
· Set and meet defined deadlines on projects with clients
REQUIRED EXPERIENCE / QUALIFICATIONS
· 2+ years accounting experience
· Familiarity with accounting systems
· Proficient in Excel
· Ability to work with multiple software, clients and projects
· Timely responses to internal and client communications
Self-motivated, meets weekly/engagement hours expectations
PREFERRED EXPERIENCE / QUALIFICATIONS
· Great Plains software
TECHNICAL SKILLS
· MS Office and Teams experience
· Strong analytical and problem-solving abilities
· Excellent written and verbal communication skills
· Ability to communicate effectively with clients via email and phone
EXPLORE THE WORKPLACE OF THE FUTURE
Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something.
Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Creative Planning (formerly BerganKDV) Differentiators:
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
Comprehensive Benefits Package
Customized Career Path
Open Door Leadership Style
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.
Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.
In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.
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