Accounting & Financial Outsourcing (AFO) Accounting Operations Associate

Overview

This role is an hourly, non-exempt position focused on accurate and timely transactional accounting support for multiple clients. The Accounting Operations Associate processes routine accounting activity, maintains supporting documentation, and prepares a limited number of basic journal entries using established instructions and templates. Work is performed under general supervision, with exceptions or unusual activity escalated to more experienced team members.

Responsibilities

Technical

• Occasionally process routine accounts receivable transactions, including invoice preparation and customer record maintenance.
• Research routine differences and escalate unresolved items.
• Prepare and post basic, recurring journal entries using approved templates and instructions (e.g., standard reclassifications or other straightforward entries).
• Support payroll-related transaction entry and other recurring accounting processes as assigned.
• Use accounting software and client systems to complete assigned work consistently and accurately.
• Identify missing information, unusual transactions, or process exceptions and communicate them promptly.
• Record and apply cash receipts, identify the appropriate customer accounts/open receivables, and allocate new revenue to the correct general ledger accounts.
• Export and import receipt data from point-of-sale systems and donor databases in accordance with client-specific procedures.
• Follow client-specific procedures, internal controls, confidentiality requirements, and documentation standards.
• Assist other team members with routine accounting tasks or special projects as needed.

Behavioral

• Demonstrate strong attention to detail and take ownership of accuracy and completeness of assigned work.
• Organize recurring tasks effectively and meet internal and client deadlines.
• Communicate work status, questions, missing information, and potential delays clearly and promptly.
• Work independently within established processes while knowing when to ask questions or escalate issues.
• Apply feedback and incorporate corrections into future work.
• Adapt to multiple clients, systems, and priorities while maintaining a service-oriented, collaborative approach.
• Protect confidential client and firm information and exercise sound judgment when handling financial data.
• Contribute to a positive, accountable, team-oriented work environment.

Non-Charge

• Participate in required firm, team, technical, and professional-development training.
• Build proficiency in accounting platforms most relevant to assigned clients.
• Participate in firm-sponsored events and activities as appropriate.
• Support internal process-improvement and documentation efforts as assigned.

Requirements

• Associate degree in accounting, finance, business, or a related field, or equivalent relevant bookkeeping, accounting, or transaction-processing experience.
• Foundational understanding of debits, credits, and basic accounting processes, gained through education or practical experience.
• Experience with accounts payable, accounts receivable, bookkeeping, bank reconciliations, or data entry is preferred but not required.
• Ability to enter and review financial data accurately, follow established procedures, and manage recurring deadlines.
• Basic proficiency with Microsoft Excel and comfort learning new software systems.
• Strong written and verbal communication skills and the ability to work with confidential information.

Preferred Qualifications

Experience with the following tools is helpful but not required; training will be provided based on client needs.

• Sage Intacct and/or QuickBooks Online
• BILL or similar accounts payable platforms
• Expense-management and payment platforms
• Microsoft Office (including Excel, Outlook, Word, and Teams)

Travel

Travel, on an extremely limited basis, may be required for client or firm needs.

Compensation & Benefits

• Health insurance – medical, vision, dental
• PTO
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits – 401(K) match and automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement
• Life insurance and disability insurance

Equal Opportunity Employer

An equal opportunity employer. The organization welcomes candidates of any race, religion, color, national origin, political affiliation, pregnancy, ancestry, handicap, medical condition, disability, marital status, age, sexual orientation, or gender.

Additional Notes

Unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms will not be accepted. Any resumes or candidate information submitted without a current, signed agreement in place will be considered unsolicited and will not obligate the organization to pay any fees or commissions.