Accounting Specialist - Financial Services

Directors Investment Group•Abilene, TX

1d•$50,000 - $55,000

About The Position

The Accounting Specialist performs day-to-day bookkeeping activities to maintain accurate financial records for assigned clients. This is a foundational, entry-level role focused on learning core bookkeeping and funeral-home accounting fundamentals, including debits and credits, general ledger coding, the chart of accounts, and standard workflows. Assigned tasks are completed accurately and are subject to review. FDL Financial Services (FDLFS), a subsidiary of Directors Investment Group (DIG), provides accounting and lending services to funeral homes. The company is based in Abilene, Texas, and describes its workplace as fun, friendly, and supportive. DIG is founded on Christian principles of leadership through service, integrity, honesty, and respect, and its mission is to be known as the best, most-respected provider of service to the funeral industry.

Requirements

Strong attention to detail and accuracy.
Ability to maintain confidentiality when handling sensitive information.
Strong organizational and time-management skills.
Ability to follow established procedures and meet deadlines.
Effective problem-solving and follow-through skills.
Ability to work collaboratively as part of a team.
Proficiency in Microsoft Office applications.
Strong written and verbal communication skills.
Professional interpersonal skills when interacting with clients and coworkers.
Adaptability and willingness to learn new systems and processes.
0–2 years of relevant experience.

Nice To Haves

Experience using QuickBooks and QuickBooks Online.
Experience with other accounting or accounts payable systems.

Responsibilities

Communicate and reinforce the mission and vision of DIG and its subsidiaries.
Exemplify DIG’s core values of love, growth, and community.
Record client financial transactions daily, ensuring accurate account coding and attention to detail.
Maintain bookkeeping records that support accurate financial reporting.
Perform routine analysis of transactions, costs, revenues, and financial activity to support reporting accuracy.
Maintain key accounting processes required for monthly, quarterly, and annual filings and deadlines.
If assigned at the supervisor’s discretion, process accounts payable for assigned clients, including vendor invoices, payment runs, and vendor records.
Use client administration software to support accurate revenue recognition and documentation.
Maintain and update client workflows to ensure assigned work is completed accurately and on time.
Double-check entries and work to catch errors before review or delivery to the client.
Follow established procedures and raise questions or escalate matters outside routine work rather than improvising.
Begin keeping personal notes on recurring tasks as a foundation for future documentation.
Prioritize time-sensitive tasks and manage assigned workload, relying on a supervisor to set priorities.
Learn and use the team’s AI and automation tools, including AI assistants, automated bank feeds, and data entry tools, and ask how manual steps could be automated.