Senior Accountant (Contract-to-Hire)

Location: Uptown Charlotte, NC (Hybrid after onboarding)
Pay Rate: $48–$50/hour
Duration: 6‑month Contract-to-Hire

Cherry Bekaert is partnered with a stable, well-established financial organization in Uptown Charlotte to identify a Senior Accountant for a contract-to-hire opportunity.

This organization is known for its exceptional employee tenure, collaborative culture, and long-term stability. The team is small, highly experienced, and values trust, accountability, and strong working relationships. This role offers meaningful ownership, leadership exposure, and flexibility once fully ramped up.

About the Organization

• Small, community-focused financial services organization

• Approximately 10 employees with an average tenure well over a decade

• Tight-knit, family-oriented culture with strong leadership accessibility

• Emphasis on accuracy, compliance, and long-term organizational health

Position Overview

The Senior Accountant is responsible for overseeing all accounting operations, maintaining strong financial systems, and delivering accurate, timely financial reporting to leadership and governing bodies. Reporting directly to the organization’s senior leadership, this role plays a key part in financial oversight, compliance, and strategic support.

Key Responsibilities

Financial Accounting & Reporting

• Prepare monthly financial statements by the 17th of each month, including all required statistical and regulatory reports for leadership and board review

• Post general ledger entries, verify totals, and ensure daily reconciliation with system-generated reports

• Review all general ledger and subsidiary account activity for accuracy and GAAP compliance

• Perform monthly reconciliations of all bank, corporate, and investment accounts

• Ensure proper safeguarding, security, and retention of all accounting records

• Verify integrity and completeness of accounting data backups

• Prepare and submit required federal and state filings, including Form 990 and quarterly regulatory call reports

Budgeting & Financial Analysis

• Develop the annual operating budget and prepare final documentation for approval each November

• Conduct long-range financial trend analysis to support forecasting and strategic planning

Audit & Compliance

• Serve as the primary point of contact for external auditors and regulatory examiners

• Ensure compliance with all federal, state, and local accounting, corporate, and payroll tax regulations

• Maintain and enhance accounting systems to ensure compliance with applicable laws and reporting requirements

• Review and update accounting policies and procedures annually

• Complete annual continuing education to stay current on accounting standards and regulatory changes

Payroll Administration

• Process bi-weekly payroll through a third-party provider, ensuring accuracy and timely submission

• Ensure payroll reporting and tax filings are completed in compliance with applicable regulations

Investment & Asset Management

• Maintain accounting oversight for a $20–$30 million investment portfolio

• Collaborate with approved investment partners to ensure alignment with established strategies and policies

Operational Support

• Reconcile and balance daily work and reporting from various departments

• Manage annual IRA distributions in compliance with applicable regulations

• Oversee the organization’s record retention program

Systems & Environment

• Experience with Flexcutech or similar financial institution systems is strongly preferred

• Small-team environment requiring hands-on ownership and attention to detail

Qualifications

• Bachelor’s degree in Accounting or related field

• CPA preferred, but not required

• Prior experience in financial services or similarly regulated environments preferred

• Strong understanding of GAAP, financial reporting, and compliance

• Ability to work independently while partnering closely with leadership

IND4