Financial Account Specialist

Clark Simson Miller•Charlotte, NC

19h•Onsite

About The Position

This role is responsible for a variety of accounting tasks, including processing vendor invoices, managing accounts payable and receivable, reviewing financial statements, and communicating with clients and team members. The ideal candidate will have a strong understanding of accounting principles, excellent organizational and communication skills, and the ability to work independently and as part of a team.

Requirements

Proficient with Google Suite applications including Gmail, Docs and Sheets
Communicate effectively in person or by using telecommunications with our clients and fellow co-workers and generally enjoy working with a diverse clientele
Strong interpersonal, written and verbal communication skills required
Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
Strong decision-making, organizational and problem-solving skills
High School Diploma
2-5 years related experience; or equivalent combination of education and experience
Adapts to changing work demands.
Stays focused on own work when faced with challenges and/or difficulties.
Stays open to and learns from feedback.
Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
Creates documents, reports, etc. using a writing instrument or computer.
Ability to enter and locate information on a computer.
Visually verifies and/or reads information.
Sits for an extended period of time.
Must be physically present in the office as the needs of the business dictates.

Responsibilities

Read Ledgers to follow transactions
Filing of accounting documents
Review financial statements for accuracy and completeness
Communicate via phone and email with clients and fellow employees
Apply fundamental accounting theories and concepts to support the Accounts Payable process
Assist with the setup and maintenance of new and existing vendor payable accounts
Assist with the monthly Accounts Payable close and accrual process
Understand cash flow process for HOAs
Monitor Petty Cash disbursements and provide receipts for coding
Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs
Review all invoices to double check for accuracy and avoid duplicate payments
Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis
Process and distribute billing statements for clients
Monitor accounts receivable for clients and initiate collections when necessary
Identify accounting errors or discrepancies on financial statements
Handle or facilitate all client inquiries and requests
Communicate well with fellow employees and be comfortable working as part of a team
Demonstrate integrity and strong character
Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure and adjust to change.