Accounting Specialist

Position Summary

The Accounting Specialist supports the day-to-day accounting operations by processing transactions, maintaining accurate financial records, reconciling accounts, and assisting with month-end close and reporting. This role partners with internal stakeholders and external vendors/customers to resolve discrepancies and ensure timely, accurate, and compliant accounting practices.

Key Responsibilities

• Process accounts payable (AP) and accounts receivable (AR) transactions, including invoice entry, coding, approvals, and payment application.
• Prepare, review, and reconcile bank statements, credit cards, vendor accounts, customer accounts, and selected general ledger (GL) accounts.
• Maintain accurate documentation for transactions; ensure records are complete, organized, and audit-ready.
• Support month-end and year-end close activities, including journal entries, accruals, and account reconciliations.
• Assist with financial reporting by compiling schedules, running standard reports, and providing variance explanations as requested.
• Respond to vendor and customer inquiries; resolve discrepancies, short pays, credits, and billing issues in a timely manner.
• Support payroll processing tasks as assigned (e.g., timecard review, wage allocations, reporting), coordinating with HR and payroll providers.
• Assist with tax and compliance activities (e.g., sales/use tax support, 1099 preparation, document retention) in alignment with applicable requirements.
• Participate in internal and external audits by gathering support, answering questions, and documenting controls.
• Help improve accounting processes by identifying efficiencies, maintaining procedures, and supporting system enhancements.
• Maintain confidentiality and comply with company policies, internal controls, and accounting standards.
• Perform other duties as assigned to support the finance team.

Required Qualifications

• Degree in Accounting, Finance, or related field; equivalent combination of education and experience may be considered.
• 2+ years of experience in an accounting support role (e.g., AP/AR, general accounting, bookkeeping).
• Working knowledge of GAAP concepts and common accounting processes (AP, AR, reconciliations, close support).
• Proficiency with Microsoft Excel (e.g., formulas, pivot tables, lookups) and accounting systems/ERPs.
• Strong attention to detail, accuracy, and ability to meet deadlines in a high-volume environment.
• Excellent communication, customer service, and problem-solving skills.
• Ability to handle sensitive information with discretion and maintain confidentiality.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Experience with ERP/accounting platforms (e.g., NetSuite, SAP, Oracle, Dynamics, QuickBooks) and automated AP tools.
• Experience supporting audits, sales/use tax filings, and/or 1099 preparation.
• Industry experience relevant to your organization (e.g., manufacturing, healthcare, nonprofit, construction, professional services).
• Accounting certification or coursework (e.g., bookkeeping certificate); CPA track a plus.

Core Competencies

• Analytical thinking and reconciliation discipline
• Organization and time management; ability to prioritize competing deadlines
• Data integrity mindset; strong documentation practices
• Collaboration and cross-functional partnership
• Continuous improvement and process orientation
• Professional communication (written and verbal)