Accounting Associate

Role Overview

• Process financial transactions (A/P, A/R, and Payroll) in an accurate and timely manner
• Prepare and process client invoices, wire transfers, and expense reports
• Research and solve client problems, providing clear explanations of reports and collaborating on solutions
• Maintain client data and ensure all monthly tasks are tracked (e.g., using Canopy)
• Proactively communicate with clients, answering questions and providing timely follow-up on requests
• Meet with client operations teams and internal client relationship teams to ensure commitments are met
• Assist with client onboarding and provide backup coverage for teammates
• Document processes to ensure service continuity
• Collaborate with other Associates to identify and implement process improvements for greater efficiency and accuracy

Requirements

• 1+ years of experience working in a business office environment
• 2-year or 4-year degree that includes business training
• Experience in accounts payable and payroll
• Experience with QuickBooks Online and Excel

Benefits

• Health insurance
• Life & ADD insurance
• LTD
• STD
• Paid Time Off
• Paid Holidays
• 401(k) with company matching
• Voluntary benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance.)