Fractional Accountant

Job Description

Staff Accountant | Third Road Management

The Tone:
This is a full-time role at Third Road Management, located in the Greater Chicago metropolitan area. Third Road Management aims to revolutionize how small to mid-sized organizations view and manage their financial operations by providing skilled fractional CFOs and Accountants. This Staff Accountant role is essential for supporting multiple clients by managing all accounting functions, thereby helping them establish a sustainable and scalable financial foundation.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid, Greater Chicago Area

• Team: Working independently with support from supervisor.
• Mission: Responsible for all accounting functions for multiple clients to help establish sustainable and scalable financial foundations.
• Tech Stack: Quickbooks Online, Desktop or Enterprise, Microsoft Office (Word, Excel, PowerPoint, Access, Outlook)

What You’ll Actually Do
• Client Support: Provide daily transactional accounting support to various clients.
• Financial Operations: Manage accounts receivable, including applying payments, recording, and timely collection according to terms.
• Payment Processing: Perform all accounts payable functions, including reviewing invoices, ensuring compliance, obtaining approvals, and accurate coding.
• Reporting & Reconciliation: Conduct bank, loan, credit card, and other general ledger account reconciliations, assist with preparing monthly financial reports, and coordinate audit documentation.
• Compliance & Payroll: Process payroll on a timely basis and assist clients with multi-state sales tax compliance, including preparing and reviewing filings.

The Must-Haves
• Background: Bachelor’s degree is required. This is an experienced role supporting small to mid-size businesses in various industries.
• Experience: 3+ years experience working with small to mid-size businesses in bookkeeping or monthly close accounting is required.
• Skills: Excellent organizational skills, ability to manage projects and multiple responsibilities, strong relationship management, effective verbal and written communication, adaptability to numerous industries and client accounting systems.
• Bonus: CPA (active or inactive) is a plus.