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Accounting Specialist
Accounting SpecialistAscensus • Jacksonville, Florida, USA
Accounting Specialist

Accounting Specialist

Ascensus • Jacksonville, Florida, USA
8 days ago
Job type
  • Full-time
Job description

FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds : high-touch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .

Section 1 : Position Summary

This position is primarily responsible for supporting various business lines and timely and accurate support of cash application and collections.

Section 2 : Job Functions Essential Duties and Responsibilities

  • Work closely with the finance coordinators to understand the impact of day to day processing
  • Review of daily cash posting balancing and approval
  • Review monthly unapplied reports and client refunds
  • Review AR cash monthly close process
  • Monitor day to day collection process
  • Review monthly aged receivable
  • Assist with AR and collection set-up on new acquisitions
  • Interface with internal and external audit
  • Complete special projects for manager and other financial functions within the department as required
  • Comply with Sox audit requirements
  • Support year end external audit
  • Perform other duties and special projects as assigned

Supervision

  • N / A

    • Section 3 : Experience Skills Knowledge Requirements

  • Bachelors or associates degree preferred in Business Administration or related discipline
  • Minimum 2 years business related experience
  • Prior Supervisory position held a plus
  • Strong analytical skills
  • Detailed / Result oriented
  • Proficient in Microsoft Word / Excel
  • Knowledge of Lawson Billing System a plus
  • Strong written and verbal communication skills
  • Ability to handle multiple priorities and meet deadlines
  • Strong interpersonal skills with internal and external clients

    • We are proud to be an Equal Opportunity Employer

    Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.

    Required Experience :

    IC

    Key Skills

    Account Payable,Invoicing,Journal Entry,Data Entry,Accounting & Finance,Tax Returns,QuickBooks,General Ledger Accounting,Microsoft Excel,Reporting,Payroll,Financial statement,Account Receivable,ACCA,CPA

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Accounting Specialist • Jacksonville, Florida, USA