Staff Accountant

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. 

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/ 

Website: www.equifyfinancial.com 

Position Summary:

Key Roles / Responsibilities:

• Own the full accounts payable process across multiple entities, including invoice processing, coding, approvals, payment runs, and vendor communications.
• Match invoices to supporting documentation, research discrepancies, and resolve exceptions in a timely manner.
• Monitor accounts payable aging, reconcile vendor statements, and ensure outstanding items are appropriately addressed and escalated.
• Maintain vendor records, including W-9s, payment terms, and banking information, in accordance with internal controls.
• Prepare AP accruals, support month-end cut-off procedures, and assist with timely and accurate month-end close activities.
• Complete assigned account reconciliations, investigate variances, and resolve outstanding reconciling items.
• Prepare journal entries and supporting schedules in accordance with the monthly close calendar.
• Process intercompany transactions and ensure balances reconcile across affiliated entities.
• Maintain organized, audit-ready documentation and provide support during audits, tax filings, and annual 1099 reporting.
• Identify opportunities to improve processes, controls, and automation within the accounts payable and accounting functions.

Skills and Proficiencies:

• Strong understanding of accounting fundamentals, including debits, credits, general ledger activity, and account reconciliations.
• Ability to research and resolve discrepancies, identify root causes, and recommend solutions.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent attention to detail and commitment to accuracy.
• Effective written and verbal communication skills.
• Ability to work independently while collaborating across departments.
• Proficiency in Microsoft Excel (pivot tables, lookups) and Microsoft 365 applications.
• Experience working within ERP/accounting systems; Microsoft Dynamics 365 Business Central experience preferred.
• Familiarity with close-management tools such as FloQast is a plus.

Required Education, Experience, and Qualifications:

• Bachelor’s degree in accounting, finance, or a related field, or an equivalent combination of education and hands-on accounting experience, required.
• 0-3 years of accounting experience, including internships, with exposure to accounts payable, reconciliations, journal entries, or month-end close activities.
• Prior participation in a month-end close process is preferred.
• Hands-on experience with an ERP or accounting system is required; experience with Business Central, FloQast, or ILS is preferred.
• Exposure to equipment finance, leasing, banking, or specialty lending is preferred.
• Multi-entity or intercompany accounting experience is preferred.
• Interest in pursuing the CPA or CLFP designation is a plus; tuition reimbursement is available to support continuing education.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to lift 15 pounds at times. 
• Moves throughout the building to access files. 
• Must be able to comprehend and follow written and oral instructions.   
• Must be able to complete tasks even with frequent interruptions.   
• Must be able to use discretion and independent judgment as needed.  
• Must be able to speak clearly on the phone and to fellow workers. 

Benefits:

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage, 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program with Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.  Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.

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