Accounting Associate – Part-time

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

• Paid Time Off
• 401(k) with company matching
• Voluntary benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance.)