Role Category: Finance Accounting & Bookkeeping

Overview:
Owns the configuration, maintenance, and optimization of accounting and ERP platforms (e.g., NetSuite, SAP, Oracle, QuickBooks Enterprise).

Core Responsibilities:

• Configure and maintain chart of accounts, workflows, roles, and permissions.
• Ensure data integrity and synchronization between systems (e.g., CRM ↔ ERP).
• Implement system updates, testing, and troubleshoot issues.
• Collaborate with finance and IT teams for automation or reporting enhancements.
• Train finance users and create documentation on system best practices.
• Support audit and compliance requirements through access logs and process controls.
  

Overview:
Ensures the organization complies with tax laws and regulations, prepares filings, and optimizes tax liabilities through proactive planning.

Core Responsibilities:

• Prepare federal, state, and local tax filings for the business.
• Ensure timely payments of estimated taxes and quarterly filings.
• Maintain documentation for tax audits and respond to notices.
• Research changes in tax legislation and assess business impact.
• Collaborate with finance and legal on tax-efficient structures.
• Support sales tax and international VAT compliance where applicable.

Overview:
Analyzes financial data to inform business decisions. Prepares forecasts, budgets, and performance reports, offering strategic insights to leadership.

Core Responsibilities:

• Develop financial models to forecast revenues, costs, and cash flows.
• Analyze P&L, variance reports, and KPIs.
• Assist in annual budgeting and periodic reforecasting.
• Conduct scenario planning and ROI analysis for strategic initiatives.
• Prepare dashboards, charts, and decision-support materials for executives.
• Collaborate with business units on financial planning and performance analysis.

 

Overview:
A senior finance leader responsible for the overall integrity of financial systems, reporting, and compliance. Often the top accounting authority in mid-sized organizations.

Core Responsibilities:

• Oversee all accounting functions and enforce financial policies and controls.
• Ensure accuracy of financial statements, budgeting, and cash flow forecasting.
• Supervise accounting, payroll, tax, and compliance operations.
• Serve as liaison with auditors, tax advisors, and regulatory bodies.
• Support ERP/accounting system improvements and automations.
• Guide strategic financial decisions alongside the CFO or executive team. 

Overview:
Supervises the accounting team and ensures accurate financial reporting. Balances oversight with hands-on involvement in closing, compliance, and controls.

Core Responsibilities:

• Oversee daily accounting operations, including GL, AR, AP, and fixed assets.
• Manage month-end and year-end close processes.
• Prepare internal and external financial reports.
• Review reconciliations, journal entries, and ledger activity.
• Lead and mentor accounting staff.
• Coordinate audit and tax activities, ensuring SOX or internal controls are upheld.

Overview:
Manages end-to-end payroll processing to ensure employees are paid accurately and on time. Ensures compliance with tax, labor, and reporting regulations.

Core Responsibilities:

• Process employee payrolls (hourly, salaried, contract) using payroll software (e.g., ADP, Gusto, Paychex).
• Calculate and apply withholdings, benefits, and deductions.
• File payroll taxes and generate W-2s, 1099s, or equivalent.
• Reconcile payroll reports with GL accounts.
• Maintain payroll records and ensure compliance with labor laws.
• Support audits and respond to employee payroll inquiries.

Overview:
Handles the transactional side of vendor and customer financial activity. Ensures bills are paid on time, cash is collected promptly, and records are accurate.

Core Responsibilities:
 

AP Focus:

• Process vendor invoices and match with POs/receipts.
• Ensure timely payments via checks, ACH, or wires.
• Manage vendor inquiries and reconcile statements.
• Monitor outstanding liabilities and maintain AP aging reports.

AR Focus:

• Generate and send invoices to customers.
• Apply incoming payments to correct accounts.
• Follow up on overdue invoices and manage collections.
• Maintain AR aging schedules and cash receipts logs.

Overview:
A mid-level accounting role responsible for ensuring accurate and timely posting of financial data. Supports journal entries, reconciliations, and general ledger maintenance across multiple accounts.

Core Responsibilities:

• Prepare and post journal entries for accruals, deferrals, and adjustments.
• Perform account reconciliations (e.g., bank, intercompany, fixed assets).
• Assist in month-end and year-end closings.
• Help compile financial statements in compliance with GAAP/IFRS.
• Support audits with documentation and variance explanations.
• Maintain internal controls and accounting procedures. 

Overview:
A foundational finance role focused on maintaining accurate financial records, recording transactions, and supporting daily accounting operations. Often the first line of defense for financial data integrity.

Core Responsibilities:

• Record day-to-day financial transactions in accounting software (e.g., QuickBooks, Xero). 
• Reconcile bank and credit card statements.
• Track accounts payable and receivable balances.
• Maintain general ledgers and prepare basic financial reports.
• Assist in month-end closing activities.
• Organize receipts, invoices, and supporting documents for audits or tax filings.