Accounting Specialist

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.