Job Description
Employment Type
- Direct, full-time employment with Mobiz IT, Inc.
- Third-party agency submissions are not accepted.
Role Summary
The Staff Accountant owns the recurring transactional accounting and reconciliation work that drives Mobiz’s monthly close, performed end-to-end in Microsoft Dynamics 365 Business Central. This is an ownership role, not a support role: you prepare and reconcile; you don’t just assist.
Mobiz is a global IT consulting and Microsoft licensing firm operating across multiple legal entities and currencies. Revenue and costs are tracked dimensionally — every customer is a department, every engagement is a project code — so accurate coding on every entry is essential to reliable customer and project profitability reporting.
What You’ll Own
Month-End Close and Journal Entries
- Prepare and post the recurring close journal entries: revenue deferrals on multi-month and annual license contracts, expense accruals, prior-month accrual reversals, and prepaid amortization.
- Prepare vendor rebate allocation entries and distribute rebate income to the correct customer departments.
- Code every entry with the full dimension set — department, project, and site — and attach supporting documentation in Business Central before submitting.
- Route all entries to the Controller for approval before posting; maintain the approved-entry archive in SharePoint.
- Track close tasks against the published close calendar and flag at-risk items early. Reducing close cycle time is an explicit goal of this role.
Reconciliations
- Reconcile operating bank accounts, corporate credit cards, brokerage accounts, and the line of credit monthly, moving toward a weekly continuous-reconciliation cadence.
- Validate direct bank feeds into Business Central against source statement exports and resolve sync gaps.
- Create correcting entries for unrecorded items — fees, interest, and timing differences — and clear each account to a zero difference before posting.
- Reconcile AR and AP aging to the balance sheet, and reconcile prepaid, accrual, and deferred revenue accounts each month.
Multi-Entity and Intercompany
- Prepare intercompany cross-charge entries between Mobiz entities on the close schedule, referencing the governing agreement in each entry description.
- Reconcile due-to / due-from balances and resolve imbalances before period close.
- Support foreign-currency transactions and translation at approved rates.
Cost Allocation and Customer Profitability
- Own the monthly payroll allocation: pull time data from ServiceNow, run it through the allocation model, and reallocate wages and payroll taxes from administrative accounts to the customer departments and COGS accounts that earned them.
- Validate that total allocated equals total payroll before submitting the entry.
- Maintain separation of billable and non-billable cost so gross margin by customer stays accurate.
Reporting and Analysis
- Produce monthly P&L by department and prepare variance analysis comparing the current month to the prior three months, investigating and documenting every variance above 5%.
- Analyze gross margin by customer and surface trends and anomalies to the Controller.
- Validate the reporting package before distribution: active client dimensions, department mappings, zero gross profit on corporate departments, and a balance sheet that nets to zero.
- Assist with budgeting and forecasting by compiling actuals and identifying trends.
Tax and Compliance Support
- Prepare and file sales and use tax returns; monitor economic nexus thresholds and register in new jurisdictions as they are met.
- Assemble schedules and supporting records for the external CPA firm for federal, state, and local filings.
- Track filing deadlines and maintain the record of submissions and advisor correspondence.
- Provide documentation and reconciliations for audits and due diligence requests.
Controls and Continuous Improvement
- Follow established internal controls, approval thresholds, and documentation standards without exception.
- Document procedures and identify automation candidates in Business Central and Power Automate that remove manual steps from the close.
Business Central Requirements
Direct, hands-on experience with Dynamics 365 Business Central is required. You should be able to work independently in:
- General journals, batch import of journal entries, and posting.
- Bank Account Reconciliation and Payment Reconciliation Journals under Cash Management.
- Dimensions and dimension values — assigning, correcting, and filtering by them.
- Chart of accounts navigation and financial report / account schedule export to Excel.
- Standard financial statements: trial balance, P&L, and balance sheet with dimension filters.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum 4 years of progressive accounting experience, including ownership of month-end close tasks.
- Working knowledge of U.S. GAAP, including revenue recognition for subscription and multi-period contracts, accruals, and deferrals.
- Minimum of 2 years of hands-on Dynamics 365 Business Central experience as described above.
- Demonstrated accuracy under deadline, with the judgment to escalate rather than assume.
Preferred Qualifications
- Experience in IT services, consulting, software resale, or another project-based business.
- Multi-entity, multi-currency, or intercompany accounting experience.
- Exposure to ServiceNow, Power BI, Power Automate, or Power Query.
- CPA candidate or actively pursuing licensure.
Success in the Role
- 30 days — Independently reconcile assigned bank and credit card accounts and post approved recurring entries.
- 60 days — Own payroll allocation and intercompany cross-charge entries end-to-end.
- 90 days — Deliver monthly variance analysis with documented explanations and identify at least one opportunity to improve the close cycle.
Compensation and Benefits
Competitive salary commensurate with experience, plus a comprehensive benefits package including medical, dental, vision, and retirement.
Mobiz IT, Inc. is an equal opportunity employer.
