Operations Accountant

Alonso & Alonso Law•San Antonio, TX

About The Position

The Operations Accountant is a critical member of the finance team, responsible for managing, recording, and reconciling financial transactions within the operating accounts. This detail-oriented professional plays a pivotal role in ensuring accurate financial records, supporting cross-departmental collaboration, and maintaining compliance with internal policies. Strong technical skills in accounting systems and financial reporting, combined with a collaborative mindset, are essential for success in this role.

Requirements

At least 2 years of experience in accounting or bookkeeping
Strong foundation of accounting and bookkeeping skills.
Proficiency with QuickBooks Online, preferred.
Strong attention to detail and accuracy in managing financial data.
Excellent organizational skills to balance multiple tasks and projects.
Collaborative, team-oriented mindset to foster effective cross-departmental communication.
Problem-solving ability with a proactive approach to challenges.
Experience in processing large amounts of data and use of pivot tables.
Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Power BI or LookerStudio) and Google Workspace (Gmail, Google Meet, Google Chat, Google Docs, Google Sheets, Google Slides, Google Drive, Google Forms).
Experience working with accounting systems (e.g., QuickBooks, QuickBooks Online).
Experience with financial reporting tools and visualization platforms (e.g., Power BI, Fathom).
Experience with project management tools and software (Monday.com, Jira).
Understanding of CRM platforms (Salesforce, Litify).

Nice To Haves

Bachelor’s degree in Accounting, Finance, or a related field preferred.

Responsibilities

Post all operating checks to QuickBooks Online in compliance with internal policies and procedures.
Record weekly earnings in the operating book as provided by the Trust Accounting team.
Post all deposits and charges related to the operating accounts.
Reconcile checking and credit card accounts monthly to ensure accuracy and completeness.
Process payroll reports and categorize appropriately across various accounts.
Reconcile expenses reported through the Clyr platform for consistency.
Collaborate closely with the Accounts Payable Administrator to ensure timely payment and proper recording of bills in QuickBooks Online.
Assist with the monthly preparation of financial statements.
Maintain updated assignments, projects, and priorities as directed by the manager.
Undertake additional accounting and bookkeeping responsibilities as required.