Financial Account Specialist

4 weeks ago

Charlotte, United States Clark Simson Miller Inc Full time
Job DescriptionJob DescriptionDescription:

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.

  • Proficient with Google Suite applications including Gmail, Docs and Sheets
  • Communicate effectively in person or by using telecommunications with our clients and fellow co-workers and generally enjoy working with a diverse clientele
  • Strong interpersonal, written and verbal communication skills required
  • Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
  • Strong decision-making, organizational and problem-solving skills
  • Read Ledgers to follow transactions
  • Filing of accounting documents
  • Review financial statements for accuracy and completeness
  • Communicate via phone and email with clients and fellow employees
  • Apply fundamental accounting theories and concepts to support the Accounts Payable process
  • Assist with the setup and maintenance of new and existing vendor payable accounts
  • Assist with the monthly Accounts Payable close and accrual process
  • Perform other duties as assigned
  • Understand cash flow process for HOAs
  • Monitor Petty Cash disbursements and provide receipts for coding
  • Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs
  • Review all invoices to double check for accuracy and avoid duplicate payments
  • Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis
  • Process and distribute billing statements for clients
  • Monitor accounts receivable for clients and initiate collections when necessary
  • Identify accounting errors or discrepancies on financial statements
  • Handle or facilitate all client inquiries and requests
  • Communicate well with fellow employees and be comfortable working as part of a team
  • Demonstrate integrity and strong character
  • Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
  • Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
  • Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure and adjust to change.
Requirements:

Education and Training:

  • High School Diploma
  • 2-5 years related experience; or equivalent combination of education and experience

Adaptability:

  • Adapts to changing work demands.
  • Stays focused on own work when faced with challenges and/or difficulties.
  • Stays open to and learns from feedback.

Physical Activities

The following physical activities are necessary to perform one or more of the essential functions of this position.

  • Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
  • Creates documents, reports, etc. using a writing instrument or computer.
  • Ability to enter and locate information on a computer.
  • Visually verifies and/or reads information.
  • Sits for an extended period of time.
  • Must be physically present in the office as the needs of the business dictates.

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