Accounting Assistant, Outsourced Finance & Accounting

Job Summary:

The Accounting Assistant, Outsourced Finance & Accounting is responsible for organizing, coordinating and processing financial data for clients utilizing established systems and procedures. This position also performs administrative duties that support the BSO department processes and procedures.

Job Duties:

• Uses software programs to organize, coordinate and process financial data for clients that include but are not limited to Intacct., Microsoft Office Suite and Adobe PDF
• Processes, scans and manages documents using a document management system.
• Maintains client information in Practice Management system in an organized and consistent manner
• Complies with all Firm policies, standards and OF&A client procedures
• Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• High School Diploma/GED, required
• Relevant course work toward an Associate or Bachelor degree in Accounting or Finance, preferred

Experience:

• Two (2) or more years of industry related experience in a professional services firm, required
• Experience with accounts payable processing and bookkeeping, preferred

License/Certifications:

• N/A

Software:

• Advanced level of proficiency in Microsoft Office Suite, required

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
• Ability to successfully multi-task while working independently or in coordination with other professionals
• Ability to understand and maintain the confidentiality of all information
• Excellent interpersonal skills with the ability to relate with diverse personalities in a tactful and mature manner
• Excellent written and verbal communication skills
• Ability to respond tactfully and professionally in high demand situations
• Ability to takes ownership of work and completes tasks in a timely manner
• Ability to prioritize and meet both client and departmental demands
• Ability to check their own work to eliminate errors and rework
• Follows procedures and communicates issues and status to multiple supervisors
• Ability to efficiently process data using strong technology skills