Accounting Specialist

Summary

Engage fi is a consulting firm that helps financial institutions improve vendor relationships, efficiency, and savings. The Accounting Specialist supports the organization’s financial operations by maintaining records, processing payables and receivables, reconciling accounts, assisting with month-end close and reporting, supporting audits, and improving accounting processes.

Responsibilities

• Financial Record Keeping: Maintain accurate and up-to-date financial records including accounts payable, accounts receivable, general ledger entries, and expense reimbursements
• Accounts Payable: Process vendor invoices, verify accuracy, and ensure timely payments. Resolve discrepancies and inquiries from vendors
• Accounts Receivable: Generate customer invoices, monitor accounts receivable aging, and follow up on overdue payments. Coordinate with internal teams to resolve billing issues
• Bank Reconciliation: Perform regular bank reconciliations to ensure accuracy between bank statements and accounting records
• Month-End Close: Assist in the month-end closing process by preparing journal entries, reconciling accounts, and generating financial reports
• Financial Reporting: Assist in the preparation of financial statements, variance analysis, and other ad hoc financial reports as required
• Compliance: Ensure compliance with accounting principles, company policies, and relevant regulations. Stay updated on changes in accounting standards and regulations
• Audit Support: Provide support during internal and external audits by preparing documentation, responding to inquiries, and addressing audit findings
• Process Improvement: Identify opportunities for process improvements and efficiency gains within the accounting function. Implement best practices to streamline processes and enhance accuracy
• Cross-Functional Collaboration: Collaborate with other departments such as procurement, sales, and operations to address financial issues, provide support, and ensure alignment with organizational goals

Skills

• Highly adaptable in a dynamic and fast-paced environment
• Excellent organizational skills and exceptional attention to detail
• Excellent written and oral communication skills
• Excellent team player, self-starter, and the ability to work independently
• Ability to anticipate work needs and interact professionally with clients and team members
• Ability to identify priorities and meet deadlines
• Bachelor's degree in Accounting, Finance, or related field
• 2+ years of experience in accounting or finance roles
• Strong understanding of accounting principles and practices
• Proficiency in Microsoft Office Suite
• Prolonged periods of sitting at a desk and working on a computer
• CPA certification (preferred but not required)
• Experience with QuickBooks, NetSuite, HubSpot or Bank of America CashPro a plus

Qualifications

Must Haves

• Highly adaptable in a dynamic and fast-paced environment
• Excellent organizational skills and exceptional attention to detail
• Excellent written and oral communication skills
• Excellent team player, self-starter, and the ability to work independently
• Ability to anticipate work needs and interact professionally with clients and team members
• Ability to identify priorities and meet deadlines
• Bachelor's degree in Accounting, Finance, or related field
• 2+ years of experience in accounting or finance roles
• Strong understanding of accounting principles and practices
• Proficiency in Microsoft Office Suite
• Prolonged periods of sitting at a desk and working on a computer

Nice to Haves

• CPA certification (preferred but not required)
• Experience with QuickBooks, NetSuite, HubSpot or Bank of America CashPro a plus

Benefits

• Competitive pay and incentive programs
• 401k matching
• Unlimited time off plus 11 paid holidays
• Medical, dental, and vision health plans with FSA or HSA options
• Opportunities to volunteer and give back to the communities we serve
• Paid remote work expenses
• Career development, trainings, continuous learning, and employee recognition
• Team engagement events and activities
• Remote work
• Personal and professional growth, empowerment, and servant leadership