About this role
Role Overview
- Support accurate and efficient financial operations: Record daily financial transactions to ensure information is complete and up to date.
- Organize and maintain financial documents so they are easy to locate and review.
- Assist with monthly account reviews by checking data for accuracy and identifying discrepancies.
- Contribute to reliable monthly financial reporting: Review account balances and compare them with supporting documents to identify discrepancies.
- Help prepare schedules or worksheets used in monthly reporting.
- Gather and organize information needed for month‑end close activities.
- Improve the efficiency of accounting processes: Observe daily workflows and identify steps that could be simplified or improved.
- Share suggestions with the accounting team and assist in testing new procedures.
- Help document updated processes so they are clear and easy to follow.
- Other related duties as assigned.
Requirements
- Current enrollment in a college‑level program with coursework in accounting, finance, business, or a related field that provides foundational knowledge of financial recordkeeping.
- Basic understanding of accounting principles, such as how transactions are recorded and how financial documents are organized.
- Proficiency with common office software, including spreadsheets and word‑processing tools, to support documentation and basic reporting tasks.
- Completion of intermediate‑level coursework in accounting topics such as financial accounting, managerial accounting, or auditing.
- Prior experience in an office, finance, or administrative setting—such as part‑time work, volunteer roles, or student organization treasurer duties.
- Strong proficiency with spreadsheet tools, including creating formulas, sorting data, and organizing information.