Staff Accountant at EDI Specialists, Inc.

The Role:

As a member of the finance team you will work with internal resources in the Sales, Marketing, Technical Support, and Professional Services departments. Major responsibilities include reconciling accounts and recording necessary transactions, maintaining accurate and complete accounts receivable and revenue records, participating in the monthly financial close process and related analysis necessary for management to make business decisions. The Staff Accountant will analyze business operations and financial information and make recommendations to improve us. Additionally, this position will pursue continuous improvements and implement appropriate accounting policies and procedures.

In order to contribute to our award-winning sales and customer service, all employees live by our Core Values:

Do the right thing

Be fun to work with

Take ownership

As a Staff Accountant you will need to:

Reconcile daily account transactions to ensure they are correct. Timely reconcile accounts on a monthly basis in order to support accurate financial results. Input and verify necessary banking transactions, maintain accurate records, audit on a regular basis.

Ensure that billing to customers is accurate and timely, especially agreement, inventory, and service billing.

Ensure that the revenue is collected, recorded and correctly recognized. This includes maintaining accounts receivable balances.

Establish records for new business accounts (projects) and ensure that customer deposits and payments are received timely and applied accurately.

Maintain accurate and complete accounts payable records, including reconciling between both SOR (Quickbooks and Bill.com). Obtain appropriate approvals for invoices and ensure complete paperless archives.

Office manager duties including monitoring supplies, mail, cleaning schedule, and communications with property manager in the event of facility issues.

Document and implement procedures for the department. Assess their success and implement improvements where needed with the team.

Analyze customer account data for trends and develop management reports of that data.

Required Skills and Abilities:

Exceptional internal and external Customer Service skills, strong verbal and written communication skills and phone presence, as well as excellent attention to detail.

Strong analytical and problem-solving skills.

High degree of integrity and work ethic. Professional demeanor and appearance, and a personal style that builds trust, and a sense of urgency.

Open minded, friendly, strong work ethic, self-motivated. Eager and willing to learn.

Timeliness, accuracy and attention to detail are skills essential for success in this position.