10/23/2024
Do you love number crunching? We are seeking an Accounting Specialist !
We are seeking an organized, detail-oriented, and proactive Accounting Systems Specialist who will take full ownership of our financial processes. The ideal candidate will ensure timely and accurate data entry, proactive invoicing management, consistent collections follow-up, and expert cash flow oversight. This person will not only complete tasks but focus on achieving key financial outcomes that drive the success of the organization.
** Key Outcomes:
1. Timely and Accurate Data Entry: Ensure that all financial transactions are recorded accurately and promptly, maintaining up-to-date and error-free financial records.
2. Proactive Invoicing Management: Create and manage invoicing templates for every signed project agreement in advance. Ensure that invoices are issued on time, specifically when the final project drawings are delivered.
3. Monthly Collections Follow-up: Follow up regularly on outstanding accounts, ensuring monthly collection activities are completed, and overdue payments are minimized.
4. Red Flag Notifications: Set up a system to flag critical issues such as unissued invoices or unpaid receivables that require urgent action, including notifying management when work may need to stop due to non-payment.
5. Cash Flow Management: Leverage your understanding of cash flow management to help the organization minimize cash gaps, advising on timing of expenses and receivables to ensure financial stability.
6. Ownership and Accountability: Take full responsibility for the financial processes, ensuring that all tasks are completed with a focus on outcomes, not just task completion. This includes consistent communication with management on the status of key financial metrics and any issues that arise.
- Responsibilities -
• Create Invoices and Follow-up on Receivables: Ensure all project invoices are issued promptly and accurately, following up consistently on outstanding accounts.
• Set up Invoicing Templates: Prepare invoicing templates for all signed project agreements, ensuring they are ready for use when project milestones are met.
• Analyze Project Profitability: Review project profitability on a regular basis to ensure financial goals are being met.
• Document Financial Transactions: Record all financial transactions accurately in the accounting system, ensuring financial data is kept up to date.
• Summarize Financial Status: Collect and summarize financial information to prepare balance sheets, profit and loss statements, and other critical financial reports.
• Reconcile Financial Discrepancies: Investigate and resolve discrepancies by collecting and analyzing account information.
• Maintain Accounting Controls: Assist in reviewing and recommending modifications to accounting policies and procedures to ensure internal controls are strong and up-to-date.
• Support Month-End and Year-End Close Processes: Assist in ensuring timely and accurate month-end and year-end closings.
• Develop and Document Procedures: Create and maintain documentation for business processes, accounting systems, and policies, to ensure clarity and consistency in operations.
• Provide Financial Insights: Analyze financial information to provide recommendations for improving profitability, reducing costs, or managing risks.
• Assist in Goal-Setting and Budgeting: Participate in financial forecasting, department goal-setting, and budgeting processes.
• Communicate with Clients: Regularly communicate with clients to discuss invoicing, account statuses, and any charges or discrepancies that may arise.
Requirements and Skills:
• Proven experience as an Accounting Specialist, Accountant, or similar role with a focus on invoicing, collections, and cash flow management.
• Expertise in managing accounting procedures and principles.
• Strong communication skills, with the ability to work collaboratively with internal teams and clients.
• Attention to detail, time management, and excellent problem-solving skills.
• Proficient in QuickBooks Desktop, Excel, and other financial systems software, with working knowledge of Outlook.
• Strong math and research skills.
• Bachelor's degree in Accounting, Finance, or a related field is preferred but not required.
Pay is competitive and based on experience, potential is unlimited! We're looking forward to adding an additional member to our growing team!
Pm for further info or send your resume to [email protected]
