Staff Accountant

iVision Scale LLC

About The Position

The Staff Accountant is an entry-level role designed for someone early in their accounting career who is eager to build a strong foundation in core accounting processes. This position supports day-to-day accounting operations, including invoicing, cash application, expense report review, and month-end close activities, while gaining exposure to GAAP, internal controls, and financial reporting.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field (or expected soon)
  • 0–2 years of accounting or finance experience
  • Basic understanding of accounting principles and the general ledger
  • Strong attention to detail and willingness to learn
  • Proficiency in Excel (basic formulas, filters, pivot tables)
  • Good organizational and time-management skills
  • Clear written and verbal communication skills

Nice To Haves

  • Exposure to invoicing, cash application, or expense reporting
  • Experience with an ERP system (NetSuite a plus)
  • Internship or entry-level experience in accounting or finance

Responsibilities

  • Prepare and issue customer invoices for 3 lines of business
  • Including entering complex multi-year managed services rules for invoicing
  • Apply customer payments accurately and timely to open invoices
  • Manage AR inbox
  • Research and resolve unapplied cash, short payments, and customer discrepancies
  • Assist with AR aging reviews and support collection follow-ups
  • Complete customer credit checks
  • Review employee expense reports for accuracy, policy compliance, and proper documentation
  • Submit for bi-weekly payroll
  • Prepare and post journal entries with appropriate support
  • Perform balance sheet account reconciliations and follow up on variances
  • Assist with month-end close tasks, schedules, and roll-forwards
  • Maintain organized and audit-ready supporting documentation
  • Follow established accounting policies, procedures, and internal controls
  • Assist with audit requests by preparing schedules and documentation
  • Support process improvements to increase efficiency and accuracy
  • Perform ad hoc accounting and reporting tasks as assigned
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