About Us:

Build Financial Services is a relatively new Client Advisory Services practice specializing in

providing comprehensive financial services to small and mid-sized businesses. We are

committed to delivering complete, accurate, timely accounting services and supporting

our clients with customized financial strategies. We are seeking a dedicated, detail-

oriented Accountant to join our team and take on a leadership role in managing accounting

functions, mentoring staff, and embracing new challenges and opportunities.

Job Summary:

As an Accountant at Build Financial Services, you will be responsible for overseeing daily

accounting operations, managing financial reporting, and ensuring compliance with

certain regulatory requirements. You will work closely with clients to analyze their

financials, offer insights, and deliver accurate and timely reports. You will also mentor staff

and assist in training them to maintain high standards in accounting practices.

Key Responsibilities:

• Financial Reporting & Analysis:
• Prepare, review, and analyze monthly, quarterly, and annual financial

statements for clients.

• Provide detailed variance analysis and reporting to clients, highlighting key

financial insights and trends.

• Ensure completeness and accuracy of all financial records in compliance

with industry standards and regulations.

• General Ledger & Reconciliations:
• Oversee and manage the general ledger, ensuring proper recording of all

transactions.

• Perform detailed account reconciliations for bank accounts, credit cards,

accounts payable/receivable, and other relevant financial accounts.

Tax Coordination:

• Prepare and review certain business tax filings, including sales tax, payroll

taxes, and other local, state, and federal filings.

• Assist clients with tax planning, ensuring all necessary deductions and

credits are utilized. *Note that Build Financial does not prepare tax returns,

but we work with tax providers to identify and implement

strategic/advantageous accounting policies.

• Client Management & Advisory:
• Serve as the primary point of contact for clients regarding financial reporting

matters, offering timely advice and recommendations.

• Collaborate with clients to identify financial goals and implement strategies

and custom reporting to meet those objectives.

• Support system implementations, integrations, and other client specific

projects to encourage adherence to industry standards and KPI’s

Management:

-- Responsible for execution and review of daily bookkeeping functions

performed by staff which include:

• AP data entry, bill submission, bill payments
• AR data entry, aging reports, cash receipts
• Time entry, payroll approval, payroll processing, payroll tax payments
• General administrative client requests
• Provide guidance to accounting staff, ensuring accurate and efficient

completion of tasks.

Process Improvement:

• Contribute to the development and improvement of accounting systems and

processes.

• Stay updated on industry best practices and recommend enhancements to

improve operational efficiency.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA, CMA, or other relevant certifications preferred.

• Strong knowledge of accounting principles (GAAP), financial reporting, and tax laws.

• Proficiency in accounting software (e.g., QuickBooks, Xero, Sage) and Microsoft

Excel.

• Excellent organizational skills with the ability to manage multiple priorities and meet

deadlines.

• Strong attention to detail and problem-solving abilities.

• Excellent verbal and written communication skills.

• Ability to work independently as well as part of a team.

Why Join Us?

• Collaborative Work Environment: Build Financial was founded by a team of

Memphis entrepreneurs with the intention to support their portfolio of businesses

and use that as a foundation for growth. Join a team of highly skilled professionals

across several industries and fields who are committed to client success and

continuous improvement.

• Future Opportunities: Because Build Financial is in the start-up phase, we offer an

expedited opportunity for growth and development. Build Financial is actively

seeking engagements in M&A, Valuations, and other complementary services. We

offer a competitive salary, comprehensive benefits package, and a performance-

based incentive program.

• Work-Life Balance: Flexible working hours and remote work.