About the role
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