[Experienced] Accounting Analyst

This is an entry-level, high-potential role designed to develop future Senior Accountants.
You will work directly under a Senior Accountant (ex-Big 4) and support real client work.
Your primary responsibility is to execute foundational accounting tasks accurately, quickly, and consistently, while demonstrating the ability to take on more complex work over time.
This role is not for someone looking to “just follow instructions.”
We are looking for someone who can learn fast, think clearly, and take ownership early.


Key Responsibilities
1. Core Accounting Execution
Perform transaction classification in accounting systems (e.g., QBO)
Complete bank and credit card reconciliations
Maintain organized and clean financial records
2. Workpaper & Support Preparation
Prepare supporting schedules and documentation
Organize financial data for review by Senior Accountant
Follow structured checklists and processes
3. Task Management & Follow-Through
Complete assigned tasks within deadlines without follow-up
Flag missing information or issues early
Maintain clear and consistent progress updates
4. Support for Projects & Cleanup
Assist with:
Book cleanup projects
Financial report preparation
Data organization and corrections
5. Process Discipline
Follow SOPs precisely
Document steps when requested
Maintain consistency across recurring tasks

Performance Expectations (What “Good” Looks Like)
Within 30–60 days:
Tasks completed on time with minimal supervision
Low error rate (limited rework required)
Clear, concise communication
Within 60–90 days:
Trusted with recurring processes independently
Able to identify basic errors/issues proactively
Supporting more complex work from Senior
Long-term:
Increasing delegation from Senior
Clear progression toward higher-responsibility tasks
2. Short Answers (Concise Only)
A. Describe something difficult you learned quickly. What was your process?
B. A bank balance does not match the accounting records. What steps would you take to resolve it?

3. Technical Check
A company shows:
Bank balance: $10,000
Book balance: $8,500
Missing deposit: $1,000
Bank fee not recorded: $100
Question: What is the correct adjusted book balance? Show your steps.