Staff Accountant - Remote

TGG Accounting

Washington District of Columbia

United States

Accounting
(No Timezone Provided)

  • Please note that this position and all TGG positions are 100% remote.

MIT - Most Important Thing:

The Staff Accountant is responsible for following The TGG Way standards for processing and

implementing the day-to-day transactional accounting to produce complete and accurate financial

statements. The Staff Accountant is required to build and maintain positive relationships with clients,

clients’ staff, co-workers, and managers. Understanding source documents, inputting and filing them

correctly is a key part of the Staff Accountant’s job. Using critical thinking and having a proficiency in

intermediate accounting, the Staff Accountant is responsible for the accurate data entry of all

transactions into the accounting system.

KPIs - Key Performance Indicators:
  • A minimum of 34 billable hours per week (1,700 per year). Bonus is paid for additional hard work
  • Client Retention of greater than 85%
  • All client engagements must be managed to a Gross Profit margin of 45% or better
  • Positive client Triple Bottom Line performance
  • Timesheets are entered daily
  • On-time attendance at all mandatory company meetings
  • 15Five review and submission completed weekly
  • More than 90% of Financial Statement Delivery on or before the 15th
  • Their average bill rate will be measured and compared to other accountants at their level
  • Let Noelle Tolentino know what their Apprentice’s schedule is for the next month on or before the 25th of each month

Job Descriptions by Outcome:
  • Improving Client’s Lives
    • Ongoing
      • Maintain confidentiality and privacy information and passwords for account access
      • Maintain TGG Way filing system for all source documents, contracts, etc.
      • Help prepare payroll for the Accounting Manager to finalize and process
      • Maintain customer and vendor lists
      • Physical Inventory counts
      • Perform cycle counts for inventory
      • Maintain information and passwords for account access
      • Look for ways to cut costs and improve profitability
      • Responsible for learning new accounting programs & tools and researching accounting rules
      • Always on the lookout for any fraud that might be occurring and report it immediately
      • Communicate any issue(s) encountered to the Accounting Manager and Controller to ensure that the issue(s) get(s) resolved
      • Learn and master the client’s accounting software program
      • Begin to build the client relationship in settings that respect the role of the Accounting Manager and Controller to ensure a smooth transition when promotions arise
      • Fully understand the business owner’s goals
    • Weekly
      • Create and update weekly client dashboard
      • Review weekly project plan deliverables to ensure “fast close” procedures are followed
      • 13-week Cash flow forecasting and client communication *(required in low cash times)
      • Update the weekly project plan
      • Leads the weekly team meeting so the client team can discuss all the important topics and discussion points
    • Monthly
      • Responsible for financial packages’ accuracy and timeliness
      • Write monthly performance commentary and overview in financials; use charts and graphs to illustrate KPIs and Ratio analysis including gross profit metrics in order to tell the story of the financials.
      • Create and maintain project plans due the 25th of each month
      • Review / create and improve accounting processes and report progress to CFO
      • Review utilization and project planning / credit memos etc.
      • Final Approval of Accounting Manager’s Adjusting Journal Entries
      • Approve month-end workbook, and create the story to ensure accuracy sure accurate
      • Meet with clients to review their financials (upon delivery)
      • Review of timesheet entries before invoices are sent out to clients to address task time and possible credit memos.
      • Responsible for the delivery and communication of financial package
      • Look for ways to cut costs and improve profitability
      • Clear communication between the client and team in order to deliver financials with monthly notes
      • Directs the design and appearance of the financial package in regards to graphs and charts
    • Quarterly
      • Review Accounting Manager’s 941 Reconciliation to P&L
      • Approving and reviewing process documents created by Accounting Manager
      • Challenge Accounting Manager on improving efficiencies
      • Preparation of reporting package for board meetings
      • Review benchmarking and ratio analysis and report on accuracy to the CFO
      • Review and reforecast
      • Financing document coordination and support
    • Annual
      • Tax and audit planning document coordination with CPA and advisors
      • Budget / Forecasting
    • As required
      • Board preparation
      • Handle escalated collection/dispute issues
      • Funding negotiations
      • Risk mitigation including compliance, regulatory reporting, insurance, safeguard assets, etc.
      • Review and approve chart of accounts setup
      • Build Excel financial reporting templates
      • Develops Accounting Department Org Chart
  • Improving Employee’s Lives
    • Ongoing
      • Training for TGG employees and internal client staff
      • Recruit and interview candidates, screening for top talent and providing feedback to MD’s and / or HR
      • Guide the team and make sure everyone is setup for success
      • Assist the Staff Accountant and Accounting Manager on accounting issues with higher complexity as well as performing transactions with higher difficulty as higher accounting level knowledge is required for these transactions
    • Weekly
      • Discussions and coaching with Accounting Manager
      • Check in with the Accounting Manager on each client outside of weekly team meetings to avoid problems building up at each month-end close
    • Monthly
      • Review of utilization and gross profit metrics
      • Review personal career plan with Accounting Managers
      • Come up with a good project plan for the teams to be able to meet their goals
      • Verify the team is correctly assigned in IRIS
      • Time entry approvals in Bizinta each invoicing period
    • Quarterly
      • In-person performance reviews and goal review
      • Set personal career plan with Accounting Managers
      • Manage and review team bill rates
      • Get at least one client testimonial or case study from a client
      • Work with Marketing to consult on at least one piece of content (blog, checklist, e-book, etc.)
    • Annually
      • Host at least one TGG Morning Meeting
About Tgg

TGG specializes in establishing and operating accounting processes and producing high quality financial information for small and mid-sized businesses. TGG provides timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of the business.

Accurate accounting combined with timely, insightful reporting is the cornerstone of TGG’s financial management practices. TGG has implemented an objective set of best practices and measurable quality standards coined The TGG Way™. High quality accounting and financial management allows management teams to maximize their effectiveness in leading organizations, creating a sustainable competitive advantage compared to organizations with lower quality financial management.

TGG works well with businesses that have existing internal accounting staff, and those that have no internal accounting staff. We focus on supporting and training either accounting structure to provide highly effective results through a team of four levels (which is generalized as CFO, Controller, Accounting Manager and Staff Accountant). Each level serves a specific purpose with individual level duties further described at the conclusion of this proposal.

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Staff Accountant - Remote

TGG Accounting

Washington District of Columbia

United States

Accounting

(No Timezone Provided)

  • Please note that this position and all TGG positions are 100% remote.

MIT - Most Important Thing:

The Staff Accountant is responsible for following The TGG Way standards for processing and

implementing the day-to-day transactional accounting to produce complete and accurate financial

statements. The Staff Accountant is required to build and maintain positive relationships with clients,

clients’ staff, co-workers, and managers. Understanding source documents, inputting and filing them

correctly is a key part of the Staff Accountant’s job. Using critical thinking and having a proficiency in

intermediate accounting, the Staff Accountant is responsible for the accurate data entry of all

transactions into the accounting system.

KPIs - Key Performance Indicators:
  • A minimum of 34 billable hours per week (1,700 per year). Bonus is paid for additional hard work
  • Client Retention of greater than 85%
  • All client engagements must be managed to a Gross Profit margin of 45% or better
  • Positive client Triple Bottom Line performance
  • Timesheets are entered daily
  • On-time attendance at all mandatory company meetings
  • 15Five review and submission completed weekly
  • More than 90% of Financial Statement Delivery on or before the 15th
  • Their average bill rate will be measured and compared to other accountants at their level
  • Let Noelle Tolentino know what their Apprentice’s schedule is for the next month on or before the 25th of each month

Job Descriptions by Outcome:
  • Improving Client’s Lives
    • Ongoing
      • Maintain confidentiality and privacy information and passwords for account access
      • Maintain TGG Way filing system for all source documents, contracts, etc.
      • Help prepare payroll for the Accounting Manager to finalize and process
      • Maintain customer and vendor lists
      • Physical Inventory counts
      • Perform cycle counts for inventory
      • Maintain information and passwords for account access
      • Look for ways to cut costs and improve profitability
      • Responsible for learning new accounting programs & tools and researching accounting rules
      • Always on the lookout for any fraud that might be occurring and report it immediately
      • Communicate any issue(s) encountered to the Accounting Manager and Controller to ensure that the issue(s) get(s) resolved
      • Learn and master the client’s accounting software program
      • Begin to build the client relationship in settings that respect the role of the Accounting Manager and Controller to ensure a smooth transition when promotions arise
      • Fully understand the business owner’s goals
    • Weekly
      • Create and update weekly client dashboard
      • Review weekly project plan deliverables to ensure “fast close” procedures are followed
      • 13-week Cash flow forecasting and client communication *(required in low cash times)
      • Update the weekly project plan
      • Leads the weekly team meeting so the client team can discuss all the important topics and discussion points
    • Monthly
      • Responsible for financial packages’ accuracy and timeliness
      • Write monthly performance commentary and overview in financials; use charts and graphs to illustrate KPIs and Ratio analysis including gross profit metrics in order to tell the story of the financials.
      • Create and maintain project plans due the 25th of each month
      • Review / create and improve accounting processes and report progress to CFO
      • Review utilization and project planning / credit memos etc.
      • Final Approval of Accounting Manager’s Adjusting Journal Entries
      • Approve month-end workbook, and create the story to ensure accuracy sure accurate
      • Meet with clients to review their financials (upon delivery)
      • Review of timesheet entries before invoices are sent out to clients to address task time and possible credit memos.
      • Responsible for the delivery and communication of financial package
      • Look for ways to cut costs and improve profitability
      • Clear communication between the client and team in order to deliver financials with monthly notes
      • Directs the design and appearance of the financial package in regards to graphs and charts
    • Quarterly
      • Review Accounting Manager’s 941 Reconciliation to P&L
      • Approving and reviewing process documents created by Accounting Manager
      • Challenge Accounting Manager on improving efficiencies
      • Preparation of reporting package for board meetings
      • Review benchmarking and ratio analysis and report on accuracy to the CFO
      • Review and reforecast
      • Financing document coordination and support
    • Annual
      • Tax and audit planning document coordination with CPA and advisors
      • Budget / Forecasting
    • As required
      • Board preparation
      • Handle escalated collection/dispute issues
      • Funding negotiations
      • Risk mitigation including compliance, regulatory reporting, insurance, safeguard assets, etc.
      • Review and approve chart of accounts setup
      • Build Excel financial reporting templates
      • Develops Accounting Department Org Chart
  • Improving Employee’s Lives
    • Ongoing
      • Training for TGG employees and internal client staff
      • Recruit and interview candidates, screening for top talent and providing feedback to MD’s and / or HR
      • Guide the team and make sure everyone is setup for success
      • Assist the Staff Accountant and Accounting Manager on accounting issues with higher complexity as well as performing transactions with higher difficulty as higher accounting level knowledge is required for these transactions
    • Weekly
      • Discussions and coaching with Accounting Manager
      • Check in with the Accounting Manager on each client outside of weekly team meetings to avoid problems building up at each month-end close
    • Monthly
      • Review of utilization and gross profit metrics
      • Review personal career plan with Accounting Managers
      • Come up with a good project plan for the teams to be able to meet their goals
      • Verify the team is correctly assigned in IRIS
      • Time entry approvals in Bizinta each invoicing period
    • Quarterly
      • In-person performance reviews and goal review
      • Set personal career plan with Accounting Managers
      • Manage and review team bill rates
      • Get at least one client testimonial or case study from a client
      • Work with Marketing to consult on at least one piece of content (blog, checklist, e-book, etc.)
    • Annually
      • Host at least one TGG Morning Meeting
About Tgg

TGG specializes in establishing and operating accounting processes and producing high quality financial information for small and mid-sized businesses. TGG provides timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of the business.

Accurate accounting combined with timely, insightful reporting is the cornerstone of TGG’s financial management practices. TGG has implemented an objective set of best practices and measurable quality standards coined The TGG Way™. High quality accounting and financial management allows management teams to maximize their effectiveness in leading organizations, creating a sustainable competitive advantage compared to organizations with lower quality financial management.

TGG works well with businesses that have existing internal accounting staff, and those that have no internal accounting staff. We focus on supporting and training either accounting structure to provide highly effective results through a team of four levels (which is generalized as CFO, Controller, Accounting Manager and Staff Accountant). Each level serves a specific purpose with individual level duties further described at the conclusion of this proposal.

Powered by JazzHR

jDtABVcKS5