Office Manager
July 10, 2025Senior Accountant
July 10, 2025CONTRACT-TO-HIRE: Accounting Specialist (10262)
POSITION SUMMARY:
The Accounting Specialist is primarily responsible for managing accounts receivables (AR) for travel expenses associated with the placement of consultants at client sites. The Accounting Specialist invoices clients for travel expenses, receives payments, prepares deposits, and accurately enters payment information into the QuickBooks system. The Accounting Specialist monitors AR reports and contacts clients regarding past due invoices for consulting service fees and travel expenses to collect payment.
The Accounting Specialist works with consultants to process and pay their expenses (generally related to travel) on a weekly basis.
ESSENTIAL DUTIES/RESPONSIBILITIES:
- Create (collect and input information) and issue invoices to customers for consultant’s travel expenses
- Manage entire expense report process for consultants; interface with consultants as needed
- Monitor and maintains customer accounts receivable aging activity
- Contact customers with overdue accounts and attempt to collect the overdue amount
- Maintain records of contacts and attempted contacts with past due account clients as well as entering any payments made toward the outstanding debt in QuickBooks
- Research payment inquiries for customers and assist with payment reconciliations
- Handle customer disputes in order to confirm valid charges, reissue invoices or make billing adjustments
- Utilize internet searches to locate clients who may have merged with other organizations, moved, change phone numbers, or gone out of business
- Receive and processes payment checks
- Update account information for ACH batches to ensure proper payroll and expense payout to temp (W2) employees and Independent Contractors (1099)
- Assist with related special projects as needed
ESSENTIAL QUALIFICATIONS/SKILLS/ABILITIES:
- Knowledge of QuickBooks
- Proficient in using Microsoft Office Products, particularly Excel
- Familiarity with doing research using the internet
- Basic accounting knowledge required, more advanced accounting knowledge a plus
- Excellent written and verbal communication skills
- Good time management skills with the ability to prioritize tasks
- Good problem-solving abilities
- Good negotiating skills
- Professional customer service skills
- Fluent in English
PREFERRED QUALIFICATIONS:
- Bachelor’s degree in accounting or equivalent
EDUCATION AND EXPERIENCE:
- Associates Degree in accounting or related field
- 1-2 years working in accounting positions including invoicing, collections and/or accounts receivable, accounts payable, general accounting
PHYSICAL REQUIREMENTS:
- Position is accomplished in a temperature-controlled office/home environment
- Must be able to utilize a computer, phone, Zoom and/or similar programs and text
- Must be able to sit for extended periods of time