Responsibilities
- Process review/ recommendation on efficiencies
- Responsible for assessing current operational processes; facilitate discussions with team members and clients to assist in determining the baseline of workflow and current processes
- Perform quantitative and qualitative analysis to determine process gaps; consolidate findings and recommend areas of improvement
- Develop and present operations plan to implement recommended changes to leadership inclusive of timeline
- Design and test best practices/recommended improvements
Accounting
- Responsible to support client accounting needs
- May lead other team members in handling accounting activities
- Analyze and record financial statements; recommend areas to streamline costs or to enhance revenue
- Prepare financial reports
- Prepare financial reports to support audits; work with auditors to provide data
- Prepare financial reports to support tax obligations
- Issue financial analysis of financial statements on monthly and as-needed basis
- Comply with local, state, and federal government reporting requirements
- Support audit preparations
- Support tax preparation
Qualifications
- Bachelor’s Degree in a business discipline or equivalent, relevant experience
- Project management – ability to oversee, plan, and highlight critical paths (resources and timelines)
- Demonstrated expertise in QuickBooks (QBO preferred)
- Has experience managing multiple clients as a consultant or for a consulting firm
- Demonstrated expertise in Accounting Software (e.g. Sage Intacct, JDE, etc.) or general tech knowledge (SaaS, Cloud tech)
- Accounting complexity (payroll/ HR compliance, regular closing with supporting knowledge)
- Audit and tax prep knowledge
- Organization – checklists, task lists; how they organize/schedule
- Experience in developing workflows/ process improvements
- Ability to manage/ train/ monitor
- At least two years of experience in a senior accounting role
- Great communication skills
Top Skills
What We Do
We partner with our clients and empower their success by providing consulting services across HR, accounting and SaaS integration. We leverage cloud technologies to accelerate our partners’ digital transformation and enhance their competitive advantage in the market. Our full suite of business solutions is designed to support each stage of our client’s journey, gradually evolving as their needs grow.
WHO WE ARE
LTD Global has been serving clients’ needs domestically and internationally since 2003. We specialize in providing support in Accounting, Administrative and Technical areas. We are a fast-growing small business headquartered in Pleasanton. LTD Global is a certified woman-owned business along with being Alameda SLEB certified and a participant in the 8(a) SBA program. We service clients in the Private, Non-Profit and Government sectors.
WHAT WE DO
LTD Global solves clients problems by providing consulting and services to support accounting, administrative, HR and recruitment, and technical needs.
OUR PHILOSOPHY
LTD Global is here to help make lives easier for our clients. We value integrity, reliability and trust. We have grown together with our clients that have partnered with us since Day 1. We know that we must adapt to the fast-changing business landscape. LTD Global takes pride in our company by utilizing technology options and tools in the industry that serve our clients best by helping us be more effective in the daily execution of tasks. We value giving back to our community and social-goodwill is a key component of our culture. This is why we support various non-profit organizations by donating our time and resources to help support these causes
