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Senior Business Analyst and Accountant

Senior Business Analyst and Accountant

The Kyle David Group, LLC d / b / a KDGAllentown, PA, us
3 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Description

After building and evolving our accounting services practice for the last 6+ years, we are excited to announce that we are seeking a highly motivated and team-centric Senior Business Analyst and Accountant  to join our team. Being a part of the KDG team, you’ll gain the opportunity to hone your professional services in all facets of the organization, work alongside our sizable team of well-established and well-credentialed accounting professionals and unlock new standards of growth and advancement. Even more, you will get to fully embrace your charismatic nature  and ultimately build a successful career backed by satisfaction from knowing your work has left lasting impacts throughout the community.

This is a M-F 8am - 5pm, remote with at least one on-site day per month  at the KDG office located in Allentown, PA.

KDG is seeking an experienced Senior Business Analyst and Accountant with deep expertise in technology-driven business solutions and ERP systems. As a professional services firm focused on digital transformation, much of our client work involves designing, implementing, and optimizing integrated ERP and business management platforms that connect financial, operational, and CRM processes. A strong understanding of business workflows and data architecture—particularly as they relate to accounting and inventory functions—is essential for success in this role.

As a Senior Business Analyst and Accountant  at KDG, you will join our client services team to help lead and execute projects by completing the following :

  • Bridge the gap between business requirements and technical execution, ensuring our clients achieve operational efficiency, compliance, and strategic growth through innovative software solutions.
  • Define business needs with ERP system functionality by gathering requirements, mapping processes, analyzing system data, and facilitating communication between users and technical teams.
  • Partner with clients, stakeholders, and technical teams to gather, document, and validate business and functional requirements for accounting-related software solutions.
  • Analyze existing workflows, systems, and processes within accounting and financial operations to identify areas for automation, efficiency gains, and digital transformation.
  • Act as a subject matter expert in accounting practices, providing insights into compliance requirements, reporting standards, and financial process optimization.
  • Collaborate closely with project managers, developers, and QA teams to ensure requirements are understood, feasible, and testable.
  • Facilitate workshops, requirements sessions, and stakeholder meetings, ensuring alignment and clear communication across all parties.

The right candidate for this role would be an outgoing and passionate customer service advocate with a strong attention to detail. Candidates should be well versed in and efficiently using modern technology. This role is perfect for a dynamic self-starter with strong analytical skills who has experience delivering excellent customer service in a fast-paced environment.

While this position is fully remote, we encourage in-person collaboration when possible. For this reason, we will prioritize candidates who are local to the Allentown, PA area or within commuting distance of our office.

We are committed to maintaining a diverse and inclusive workplace and seek candidates who share these values. To be considered for the position, please submit a cover letter, resume, and your salary expectations following the prompt provided. It is important to note that a cover letter is mandatory for consideration for this position. Overall, we are excited to begin reviewing applications from exceptional professionals with varied backgrounds and experiences and bring together top talent. We aim to foster an environment of collaboration, innovation, and respect and we believe that embracing diversity only strengthens our ability to do so. Thank you for your interest, and we look forward to reviewing your application.

Requirements

To be considered, candidates must meet the following criteria :

  • 7+ years experience in Accounting required
  • Deep knowledge of QuickBooks Online, QuickBooks Desktop, and (preferably) Zoho Books and Sage
  • Advanced Excel user
  • Exceptional problem solving, organizational, and prioritization skills required
  • Strong attention to detail
  • Ability to lead projects and see them through to their completion with detailed communication along the way
  • Experience in software development, project management, or planning preferred
  • Experience in manufacturing, inventory and ERP systems a plus
  • Benefits

  • Fully-paid medical, vision and dental for you and your family with company funded HRA reimbursement for office visits, urgent care and emergency room copayments.
  • Our competitive company-matched 3 : 9% contribution retirement program.
  • PTO
  • Company paid short- and long-term disability and life insurance.
  • Education reimbursement for relevant activities and continued education learning.
  • Flexible work scheduling.
  • Requirements

    As a Senior Accountant at KDG, you will join our client services team to help lead and execute projects including : Accounting software conversions and implementations - Projects can include : Reviewing current books and making recommendations for cleanup and facilitating those recommendations Performing the accounting software conversion / implementation process Supporting the go live process once the data has been converted Providing assistance and / or training during the initial stage of the client using the new software. Facilitating possible transition based on client additional needs. Accounting and tax advisory – Projects can include : Prepare and examine accounting records, tax records, sales tax and other tax collections, payments and processes, and other financial reporting. Ability to analyze financial reports for business operations and budgeting / forecasting purposes. Perform tax and non-tax reviews, tax filings, and ensuring adherence to standard requirements Perform basic bookkeeping and GL maintenance The right candidate for this role would be an outgoing and passionate customer service advocate with a strong attention to detail. Candidates should be well versed in and efficiently using modern technology. This role is perfect for a dynamic self-starter with strong analytical skills who has experience delivering excellent customer service in a fast-paced environment. There will be no tax preparation at all as part of this role. Qualifications To be considered, candidates must meet the following criteria : CPA or EA (Enrolled Agent) required 7+ years experience in Accounting required Deep knowledge of QuickBooks Online, QuickBooks Desktop, and (preferably) Zoho Books and Sage Advanced Excel user Exceptional problem solving, organizational, and prioritization skills required Strong attention to detail Ability to lead projects and see them through to their completion with detailed communication along the way Experience in software development, project management, or planning preferred Experience in manufacturing, inventory and ERP systems a plus While this position is fully remote, we encourage in-person collaboration when possible. For this reason, we will prioritize candidates who are local to the Allentown, PA area or within commuting distance of our office. We are committed to maintaining a diverse and inclusive workplace and seek candidates who share these values. To be considered for the position, please submit a cover letter, resume, and your salary expectations following the prompt provided. It is important to note that a cover letter is mandatory for consideration for this position. Overall, we are excited to begin reviewing applications from exceptional professionals with varied backgrounds and experiences and bring together top talent. We aim to foster an environment of collaboration, innovation, and respect and we believe that embracing diversity only strengthens our ability to do so. Thank you for your interest, and we look forward to reviewing your application.

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    Senior Accountant • Allentown, PA, us

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