Overview
This role involves preparing accounting and financial records and reports, including general ledger and management reports. The specialist compiles data necessary to complete reports and maintains relevant records.
Responsibilities
- Enter monthly invoices, debit notes, and credit notes into the accounting system.
- Process deposits against the appropriate customers and accounts.
- Balance deposits in the accounting system.
- Follow systems of checks and balances.
- Allocate broker commissions for payment.
- Respond to internal and external customer calls.
- Update customer-related information in the accounting system.
- Identify and resolve problems in a timely manner.
- Follow up on delinquent accounts and manage open items.
- Collect and post claim payments against monthly invoices in the accounting system.
- Enter and process monthly fee claims for ancillary product offerings via claim system.
- Process advanced accounting entries, such as reclasses, debits, and credits.
Requirements
- Minimum 2 years of experience working in an accounting system within a finance environment.
- Minimum 2 years of experience with both accounts receivable and accounts payable.
- Minimum 2 years of experience in financial auditing and billing.
- Ability to work Monday through Friday from 8am to 5pm Eastern Standard Time.
- Strong working knowledge of Microsoft Excel, including Pivot Tables and formulas.
Preferred Qualifications
- Strong critical thinking and analytical skills.
- High attention to detail.
- Effective problem-solving skills.
- Good organizational skills.
- Ability to meet monthly deadlines.
- Customer service skills.
- Strong oral and written communication skills.
Education
- Associate’s degree in Accounting or Finance, or equivalent experience (high school diploma or GED plus 3 years of relevant experience).
Compensation & Benefits
- Typical pay range: $18.50 - $42.35 per hour.
- Actual base salary offer depends on experience, education, geography, and other relevant factors.
- Eligible for bonus, commission, or short-term incentive programs in addition to base pay.
- Comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources based on eligibility.
Work Schedule
- Full-time position.
- 40 hours per week.
- Monday to Friday, 8am to 5pm EST.
Location
Additional Information
- Qualified applicants with arrest or conviction records will be considered in accordance with all federal, state, and local laws.
- Application window closes on 07/07/2026.