Accounting Specialist

Summary:

The Accounting Specialist carries out day-to-day accounting activities that ensure the accuracy, efficiency, and integrity of financial operations. The position focuses on maintaining timely and precise transaction processing, accurate documentation of vendor activity, and adherence to established accounting procedures and internal controls.

This position contributes to the reliability of the company's financial health through careful review, data validation, and system accuracy. Working within a structured accounting framework, the Accounting Specialist supports departmental objectives through consistent execution, follow-through, and a commitment to process improvement.

The role requires strong analytical skills, exceptional attention to detail, and the ability to collaborate effectively across departments to promote accuracy and consistency in financial data. The Accounting Specialist may also participate in AP-related projects and process alignment initiatives that strengthen the company's expanding accounting platform.

Essential Duties and Responsibilities (but are not limited to):

Accounts Payable

• Manage the SBM AP inbox to ensure invoices are organized, prioritized, and routed for timely review and approval.
• Process vendor invoices through Continia and Microsoft Dynamics 365 Business Central, ensuring accuracy, completeness, and proper workflow routing.
• Match invoices to purchase orders and receipts, verifying quantities, pricing, and supporting documentation.
• Apply appropriate expense coding across general ledger accounts, cost centers, and project numbers.
• Prepare and track vendor prepayment (PPI) invoices with accurate documentation and follow-up actions.
• Assist with AP reconciliations, accrual entries, and month-end close activities.
• Maintain audit-ready invoice and payment records in compliance with company documentation standards.

Accounts Receivable and Project Expense Review

• Review project-related expenses to confirm the accuracy of billable materials prior to customer invoicing.
• Coordinate with Billing and Project Management to resolve discrepancies or coding issues.
• Verify that AP postings align with project billing data to maintain consistent and accurate cost reporting.

ERP and Process Development

• Manage invoice processing through Continia, an automated system connected to the company's accounting platform, Microsoft Dynamics 365 Business Central.
• Participate in ERP and system improvement projects to enhance automation, visibility, and process efficiency.
• Assist with documenting and standardizing accounting workflows and procedures to ensure alignment across the accounting platform.

Intercompany Coordination

• Record and reconcile intercompany transactions and shared expenses among related entities.
• Maintain consistent documentation and communication for intercompany allocations and settlements.

Continuous Improvement

• Identify opportunities to streamline invoice workflows and improve data integrity.
• Provide accounting and administrative support during financial reporting, audits, and special projects.
• Contribute to initiatives that strengthen internal controls and promote operational consistency across entities.

Additional Responsibilities

• Perform other accounting and administrative duties as assigned to support the Finance Department.
• Assist with maintaining customer account accuracy by updating records, payment details, and contact information as needed.
• Prepare and send customer statements and payment reminders in coordination with Accounts Receivable staff.
• Support follow-up on outstanding balances, escalating unresolved items through appropriate internal channels.
• Collaborate with internal teams, including Sales and management, to clarify customer rates, charges, and billing details when necessary.
• Maintain and update bookkeeping databases and spreadsheets to ensure data accuracy and completeness.
• Contribute to maintaining positive customer relationships through clear, professional communication regarding account status and payment arrangements.

Qualifications

• Education: Associate's or Bachelor's degree in Accounting, Finance, or related field.
• Experience: At least three years in Accounts Payable or general accounting, ideally within manufacturing.
• Technical Skills:
• Experience with ERP platforms such as Microsoft Dynamics 365 Business Central (preferred).
• Familiarity with invoice automation tools such as Continia Document Capture for invoice entry, approval, and posting.
• Strong Microsoft Excel and Microsoft 365 skills.
• Understanding of accounting workflows and cost tracking.
• Competencies:
• Accuracy and attention to detail.
• Strong analytical, organizational and problem-solving skills.
• Professional communication and teamwork.
• Ability to manage multiple deadlines in a dynamic environment.