Cascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with merger and acquisition, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best outcomes for its clients by leveraging its extensive transaction experience, deep domain expertise, and commitment to building long-term relationships. Cascadia is a pure advisory firm and is not conflicted by trading, lending, research, or cross-selling business. For more information, visit the firm's website at www.cascadiacapital.com

As an ACCOUNTANT in our Operations Team, you will play a key role as a member of the finance and accounting team responsible for producing accurate and timely monthly financial statements and supporting the annual audit.  

Responsibilities

• Primary Objective: Assisting in the month end close and preparation of financial statements, including:
• Preparing and posting journal entries and accruals
• Reconciling various balance sheet accounts
• Assisting with preparation of B&O and personal property tax filings
• Preparing monthly A/R aging reports and supporting collection efforts
• Maintaining and reconciling fixed asset schedules
• Performing monthly balance sheet and income statement variance analyses
• Reviewing expense reports and assisting users with issues and compliance to policy
• Assisting with annual audit and state tax filing processes
• Continuously strive for process improvements and efficiencies
• Work on eventual conversion and migration of accounting system
• Participating in special projects

Requirements

• Minimum 2-3 years accounting relevant experience. 
• Bachelor's degree in accounting preferred
• Excellent written and verbal communication, applying tact and professionalism
• Client service orientation
• Strong team player and collaborator
• Outstanding organizational and follow-up skills
• Self-starter, takes initiative, ability to work independently
• Strong Excel and Office 365 skills
• Technologically adept. Ability to quickly learn new systems and tools
• Demonstrated ability to proactively identify and implement process improvement