Job Description
TruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise and financial resources. Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK and Europe.
TruWest Holdings’ portfolio includes TRG, a global managed service provider; Inversion6, tailored cybersecurity solutions; River Capital Finance, equipment leasing/financing; River SaaS Capital, debt and equity investments for B2B SaaS businesses; and Sibling Revelry Brewing, a craft brewery and taproom.
Headquartered in Westlake, OH, our environment, culture, and benefits are second to none. We make sure everyone lives and breathes our core values. From senior leadership to interns, everyone is evaluated on the same criteria.
With a basketball court, pickleball court, golf simulator, full-scale gym, brewery and restaurant, we strive to provide a space where our employees can take advantage of our work hard, play hard philosophy.
The Senior Accountant is responsible for the timely and accurate management of all general accounting functions for Sibling Revelry Brewing and property legal entities including A/R, A/P, monthly financial reporting, and financial planning, as well as ensuring that all financial information conforms to Generally Accepted Accounting Principles (GAAP) and company policy. This position will manage the financial system and processes needed to provide senior management with data required to make effective and timely business decisions. A successful Senior Accountant combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts. The ideal candidate will thrive in a fast-paced, deadline-oriented environment without compromising attention to detail or accuracy.
Essential Functions - Prepare, examine, and analyze accounting records, financial statements (i.e. balance sheets, income statements, etc.), or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for assigned entities.
- Participate in the month end, quarter end and year end closing process including monthly financial close workbook preparation for assigned entities.
- Produce complex journal entries and account reconciliations including but not limited to cash, prepaid expenses and payroll for assigned business units.
- Maintains and balances accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.
- Prepare P&L and cash forecasts.
- Ad-hoc reporting and special projects, as needed.
- Carryout fixed asset ledger, depreciation, and reconciliation.
- Interpret and communicate financial data clearly to stakeholders.
- Responsible for producing consolidated financial statements.
- Perform basic audits of related entity financials.
- Report KPIs to TruWest management regarding the finances of organization.
- Serve as bank administrator and back-up administrator as needed.
- Liaise with external accounting support firms.
- Complete bookkeeping as needed for assigned entities.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current technology.
- Ensure the accuracy and effectiveness of all accounting tasks.
- May be involved in the planning, organization, and implementation of special events, specific projects, or program changes.
- Employee may be asked to complete related duties other than those indicated above as assigned by their supervisor.
Qualifications - Bachelor’s degree in accounting, finance, or related field required.
- Five or more years of experience as a financial leader
- In-depth understanding of and experience applying GAAP required.
- Hands-on experience with accounting software packages required. Knowledge of QuickBooks online highly preferred.
- Advanced MS Excel skills including pivot tables, complex ‘if’ statements, and data visualization required.
- Must uphold strict confidentiality and integrity in handling sensitive financial data.
- Must be comfortable working in a changing and dynamic environment.
- Strong oral and written communication as well as problem solving and analytical skills.
- Ability to take and pass a background check.
Performance Requirements - Must maintain regular and reliable attendance to the satisfaction of management.
- Must be able to operate a computer and other position related technologies.
- Must be able to work flexible hours as needed.
- Must be able to clearly and confidentially communicate with TruWest employees and other stakeholders.
- Must adhere to all TruWest Values at all times.
Physical Requirements - Must be able to remain in a stationary position 75% of the time.
- Must be able to access work locations.
- Must be able to stoop, stand, walk, bend, and stay upright to perform work.
- Must be able to visually read written and digital information.
- Must be able to visually determine the accuracy, neatness, and thoroughness of work assigned and/or to make general observations of facilities or structures.
- Must be able to receive detailed information through oral communication.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Job Tags
Flexible hours,