Senior Staff Accountant
Description

  

Midwest Family Office - a subsidiary of MTC Holding Corporation 


The Senior Staff Accountant manages core accounting operations, financial reporting, and compliance. This role leads the month-end and year-end close, prepares financial statements, analyzes results, and strengthens accounting processes. The Senior Staff Accountant also supports leadership with actionable insights and provides guidance to junior accounting staff.



Key Responsibilities 

  • Lead monthly and year-end close processes, ensuring accurate and timely results 
  • Maintain the general ledger and prepare monthly, quarterly, and annual financial statements, including balance sheets, income     statements, and cash flow reports
  • Review, reconcile, and analyze complex accounts, including accruals, prepaid expenses, fixed assets, accounts receivable and payable, and intercompany transactions
  • Analyze revenue and expense trends, prepare variance analyses, and communicate insights to clients
  • Oversee invoice coding, account setup, account reconciliations, and monthly bank reconciliations; verify deposits and resolve discrepancies
  • Manage accounts receivable collections and oversee accounts payable, purchasing, and invoicing processes
  • Support external auditors and tax preparers with schedules, documentation, and year-end financial data
  • Assist with budgeting, forecasting, and cash-flow monitoring
  • Partner with software vendors and internal stakeholders to maintain and improve accounting systems
  • Apply GAAP and accounting best practices; identify and implement process improvements
  • Provide guidance and mentorship to junior accounting staff and perform other related duties as assigned
Requirements

  Required Qualifications 

  • Bachelor’s degree in Accounting or a related field.
  • At least four years of progressively responsible accounting experience.
  • Advanced knowledge of financial and cost accounting and a thorough understanding of GAAP.
  • Strong proficiency with Microsoft Excel, Word, and Outlook.
  • Excellent written and verbal communication, analytical, problem-solving, organizational, and time-management skills.
  • Ability to manage multiple priorities, meet deadlines, and work independently with a high level of accuracy.

  Preferred Qualifications 

  • Experience in a senior-level or lead accounting role.
  • Experience in a wealth management, investment management, or trust company environment.

Work Environment and Physical Demands 

  

The essential functions of this position must be performed with or without reasonable accommodation.

  • Business-office environment with moderate noise
  • Ability to sit at a computer for extended periods
  • Regularly required to sit, stand, talk, hear, and use hands and fingers
  • Close vision required for computer work and document review