Key skills
Sales
About this role
Role Overview
- Cash monitoring of daily deposits
- Review accounts payable and g/l entries and coding
- Review and submit month end bank reconciliations
- Review weekly and monthly transactions for accuracy and troubleshooting
- Train new team members
- Assist with process improvements, technology updates and automation initiatives
- Assist with special projects as needed
- Provide backup when needed
- Contact vendors
- Prepare and review 1099s
Requirements
- 2‐3 years of accounts payable and/or bookkeeping experience
- Working knowledge of general ledger and bill pay software
- Experience with double entry bookkeeping encouraged
- Strong attention to detail
- Ability to work well in a team environment
- Ability to be flexible
- Ability to handle more than one project / task at a time
- Ability to learn different software and understand how they work and improve the firm in total
- Ability to think critically
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options