Staff Accountant

Job Description

Staff Accountant | Waymark Advisors

The Tone:
This is a full-time hybrid role at Waymark Advisors, located in Claremore, OK. Waymark Advisors helps small and midsize businesses, nonprofit organizations, and high-growth startups grow with clarity and confidence through outsourced accounting, financial reporting, and advisory services. This role offers an excellent opportunity for an early-career professional to gain broad client and industry exposure, directly supporting organizations through financial reporting, accounting operations, and strategic advisory engagements. At Waymark, collaboration, continuous learning, and community-building are central to the work, fostering an environment that develops future accounting leaders through mentorship and meaningful client experience.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Claremore, OK
• Mission: This Staff Accountant will ensure accurate financial information and provide practical insights to help clients make informed business decisions.
• Tech Stack: Microsoft 365, Sage Intacct, QuickBooks Online (QBO)

What You’ll Actually Do
• Financial Recording: Record and maintain accurate financial transactions for multiple client organizations.
• General Ledger Management: Prepare journal entries and reconcile key accounts including bank, credit card, and balance sheet accounts.
• Financial Reporting: Assist in the preparation of monthly, quarterly, and annual financial statements, and support month-end and year-end close processes.
• Advisory Support: Participate in budgeting, forecasting, financial analysis projects, and special initiatives involving business growth or financing transactions.
• Process Improvement: Help implement and improve accounting processes, internal controls, and assist with documenting accounting policies and procedures.

The Must-Haves
• Background: Bachelor’s degree in Accounting; early-career professional with a strong understanding of accounting principles and financial reporting concepts.
• Experience: Proficiency with Microsoft 365 is required, along with the ability to manage multiple priorities and meet deadlines in a client-service environment. This role is ideal for a recent accounting graduate or early-career professional eager to develop technical accounting expertise and client service skills.
• Skills: Strong analytical, organizational, and problem-solving abilities; exceptional attention to detail and commitment to accuracy; excellent verbal and written communication skills; a positive attitude and strong work ethic.
• Bonus: Experience with Sage Intacct and/or QuickBooks Online (QBO); internship, part-time accounting, bookkeeping, or related business experience; interest in pursuing CPA certification.