Accountant

Accountant

About LoVasco

LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives.

Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individual’s financial wellbeing in and out of the workplace. 

We serve two core audiences:

• HR and C-suite professionals of middle market companies looking to elevate their total rewards strategy (health benefits, retirement plans, compensation, and well-being).


• Individuals looking for concierge-level financial planning and wealth management in the context of a deep relationship with a trusted advisor.

Our Core Values

• Meaningful relationships


• Accountability


• Respect


• Strong communication


• Collaboration


• Innovation

About This Role

The Accountant oversees all aspects of financial reporting and accounting functions within the organization. This role involves ensuring compliance with accounting principles and regulations and providing financial guidance to senior management.

Primary Functions of this Role:

• Oversee and manage all general accounting functions, including performing month-end closing process, preparing and booking journal entries, and associated account reconciliations.


• Collect, analyze, verify, and report financial data for the leadership team in a timely manner.


• Manage the budget process from start to finish.


• Oversight of revenue and expense, including payroll backup.


• Serve as tax liaison to CPA firm and finalize final tax filings.


• Accounts receivable - reconciling commissions received vs. expected. Provide producing account managers with regular updates.


• Daily accounting responsibilities, including ACH payments and monitoring positive pay requirements with the bank, and AP/AR duties.


• Maintain and improve current accounting infrastructure to scale with business growth, including documentation of policies and procedures.


• Oversee all audits/reviews – financial, tax, bank, etc.

People Who Thrive in this Role:

• Loves numbers and accounting and take pride in knowledge of accounting principles, standards, and regulations


• Stron g time management and organizational skills, comfortable working independently


• Detail-oriented with a passion for accuracy


• Create positive relationships with clients and coworkers


• Always look for opportunities to add value

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field;


• Five or more years of experience in accounting or finance roles.


• Proficiency in QuickBooks accounting software.


• Proficient or ability to learn how to manage work in Asana, our project management tool.


• Knowledge and understanding of GAAP and its implications.


• Adept at creating budgets and managing the budgeting process.


• Excellent interpersonal skills to work collaboratively with client project teams, benefits administrators, and external vendors.


• Proven leadership ability with a track record of driving results and managing projects.


• Proficient in multitasking and able to work collaboratively in a fast-paced environment.


• Proficient in Microsoft Office software, particularly Excel and PowerPoint.


• Exceptional writing abilities.

Even better if you have experience with:

• Entrepreneurial Operating System (EOS)


• Getting Things Done (GTD) productivity method

What You Can Expect in Return: Our Total Rewards

LoVasco offers competitive compensation, benefits, continuing education and training, and tremendous potential for qualified candidates within a growing organization.

Our comprehensive package of Total Rewards for colleagues includes:

• Medical Insurance, including Health Savings Account options


• Dental Insurance


• Vision Insurance


• 401(k) Savings Plan with company match


• Healthcare Flexible Spending Accounts


• Employer-paid short-term and long-term disability insurance


• Other Voluntary Benefits (identity theft protection, legal assistance, etc.).


• Generous paid time off


• Employee Assistance Program & Coaching


• Summer Friday hours


• Paid parental leave


• Professional development assistance


• Volunteer days with local charities


• Team building events and outings


• Sabbatical opportunity

Note: The applicable plan documents and policies govern eligibility for benefits.

Career Path

We believe in investing in our employees and providing opportunities for job development and career expansion. Here are just a few other positions the Accountant could grow into:

• Chief Financial Officer: We are only a few years off from needing a CFO with broad expertise to oversee accounting and provide strategic direction regarding the organization's growth.


• Other Operational Roles:
  Other strategic operational leadership roles may be available depending on your skill set, such as director of operations or EOS Integrator.
  


• Account Management: If you take a liking to one of our practice areas, leading accounts for our benefits, retirement, communications, or wealth management practices could be an exciting opportunity as well!

This position is eligible to receive an annual discretionary bonus in addition to the base salary. Any bonus amount varies and is subject to the terms and conditions of the applicable bonus plan.