Accounting Specialist

Job Description

Job Description

Position Summary

The Accounting Operations Specialist performs daily finance operations with a focus on

customer billing, payments, reconciliations, and administrative tasks. This role ensures

smooth departmental operations and enables Finance leadership to focus on technical and

strategic priorities.

Key Responsibilities

Accounts Receivable

 Manage AR inbox, customer invoicing, and payment application.

 Process customer payments (checks, ACH, credit card) and ensure accurate application

to accounts.

 Maintain customer communications, follow up on past dues, and support collections.

 Process customer refunds and credits.

 Review and process customer credit applications, including credit references.

 Import settlement batches from Amazon, PayPal, and credit card processors.

 Clear unapplied customer deposits, payments, and deposit applications.

Accounts Payable

 Import and enter freight bills.

 Assist with vendor invoice routing and tracking.

 Support processing of vendor-related reporting.

Reconciliations & Reporting

 Perform bank reconciliations and corporate credit card reconciliations.

 Reconcile prepaid and unapplied balances.

 Assist with recurring financial and operational reporting.

Administrative & General Support

 Assist in the coordination of leadership meetings and finance-related deadlines.

 Handle general administrative tasks such as sorting mail, filing, and scanning.

 Partner with Finance leadership on process improvements and system enhancements to

improve efficiency.

Qualifications

 2+ years of experience in AR, AP, or accounting operations preferred, but not required

 Proficiency in Microsoft Excel preferred.

 Strong organizational and time-management skills.

 Detail-oriented with a commitment to accuracy and follow-through.

 Professional communication skills, with the ability to interact with customers and

vendors.

Skills & Attributes

 Dependable and consistent in handling recurring responsibilities.

 Comfortable balancing both transactional accuracy and customer / vendor interaction.

 Process-oriented and disciplined in following through on deadlines.

 Collaborative mindset, able to support leadership priorities by absorbing critical

operational tasks.