Senior Accountant / Bookkeeper Job at Edward Martin, Tustin, CA

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  • Edward Martin
  • Tustin, CA

Job Description

Edward Martin is looking for an experienced Accountant/Bookkeeper with strong Microsoft Dynamics expertise to join our growing team. This role blends financial leadership with technology-driven optimization , helping us scale efficiently and strategically. You’ll manage core accounting functions, ensure compliance, and leverage Dynamics to streamline workflows and reporting.

Key Responsibilities

Accounting & Compliance

  • Oversee daily accounting operations: journal entries, reconciliations, month-end close, AP/AR, payroll, and expense management.
  • Prepare and analyze financial statements (P&L, balance sheet, cash flow) in compliance with GAAP.
  • Manage tax filings at federal, state, and local levels, ensuring full regulatory compliance.
  • Maintain internal controls and support audits.

Microsoft Dynamics Optimization

  • Lead all finance functions within Dynamics (Business Central or Finance & Operations).
  • Customize modules, automate processes, and improve reporting accuracy.
  • Implement upgrades, integrations, and user training in partnership with IT.
  • Build dashboards and real-time reporting tools for leadership insights.

Financial Planning & Strategy

  • Support budgeting, forecasting, and variance analysis.
  • Identify trends, risks, and opportunities to inform strategic decisions.
  • Partner with other teams (operations, sales, marketing) to align financial insights with business goals.
  • Integrate Dynamics reporting with tools like Shopify, GA4, and Hyros when applicable.

Qualifications

  • Active CPA license (in good standing).
  • Bachelor’s degree in Accounting, Finance, or related field.
  • 3–7 years of corporate accounting experience.
  • Proven expertise in Microsoft Dynamics (Business Central or D365 F&O).
  • Strong knowledge of GAAP, tax regulations, and financial reporting.
  • Advanced Excel and data analysis skills.

Why Edward Martin

  • Competitive salary + annual performance bonuses.
  • Health, dental, and vision insurance.
  • Retirement plan with employer contributions.
  • Paid time off and holidays.
  • Support for CPA and Microsoft Dynamics certifications.
  • Collaborative, innovative, and growth-oriented culture.

Job Tags

Local area,

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