Finance Specialist

Logan A/C & Heat Services • Dayton, OH

3d • Onsite

About The Position

Logan Services is seeking a detail-oriented, organized Finance Specialist to join our Finance team. This position is ideal for someone who enjoys working with numbers, solving discrepancies, improving processes, and collaborating across departments to keep financial operations running efficiently. In this role, you'll work closely with Accounting, Logistics, Purchasing, and Operations to manage purchase orders, receiving, vendor invoices, customer refunds, manufacturer rebates, and other essential accounting functions. If you thrive in a fast-paced environment and enjoy ensuring every detail is accurate, we'd love to meet you.

Requirements

• Associate degree in Accounting, Finance, or equivalent combination of education and experience
• 1-3 years of experience in Accounts Payable, Receiving, Accounting, or a related administrative role
• Working knowledge of General Ledger (GL) coding principles
• Experience with ERP or CRM systems; ServiceTitan and Sage Intacct experience is a plus
• Experience processing invoices, vendor statements, purchase orders, or inventory transactions
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time management skills
• Ability to manage multiple priorities and meet deadlines
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Excel and Microsoft Office applications
• Ability to work independently while collaborating across departments
• Strong follow-up skills and commitment to seeing issues through to resolution
• Ability to maintain confidentiality when handling financial information
• Positive attitude with a continuous improvement mindset

Responsibilities

• Review purchase orders, receiving documents, and vendor invoices to ensure accuracy and compliance with company policies
• Work with managers and department leaders to ensure invoices are properly authorized and processed
• Receive inventory and materials into our CRM while maintaining accurate electronic documentation
• Verify receipts match vendor invoices and statements, investigating and resolving discrepancies as needed
• Maintain a working knowledge of General Ledger (GL) coding and communicate coding corrections when necessary
• Process daily consumer finance company deposits and coordinate with Finance for posting in Sage Intacct
• Apply manufacturer rebates to customer accounts while ensuring timely reimbursement from manufacturers
• Process customer refunds accurately and efficiently
• Monitor warranty credits and vendor returns to ensure vendor statements remain accurate
• Conduct bi-weekly customer open Accounts Receivable audits
• Manage vendor correspondence related to Accounts Payable via phone and email
• Coordinate the Non-Sufficient Funds (NSF) process to ensure timely collection of outstanding balances
• Identify opportunities to improve receiving and Accounts Payable processes and increase operational efficiency
• Maintain accurate financial records while handling confidential information with professionalism
• Perform other duties as assigned

Benefits

• Competitive salary
• Medical, dental, and vision insurance
• Short-term and long-term disability insurance
• Voluntary life insurance
• 100% company-paid life insurance and AD&D
• Traditional 401(k) with a 4% company match plus Roth contribution option
• Paid time off and paid holidays
• Profit-sharing opportunities
• Ongoing training and professional development
• Stable Monday-Friday schedule
• Opportunities for advancement within a growing company

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree