Accounts Payable Specialist at MAI Wealth Advisors LLC – Independence, Ohio

GENERAL JOB DESCRIPTION

The Accounts Payable Specialist will help support the Corporate Accounting group by performing primarily accounts payable functions the Firm.

MAJOR DUTIES AND RESPONSIBILITIES

• Responsible for completing timely and accurate accounts payable tasks in support of the company’s financial operations.
• Responsible for receiving, timely processing, and verifying vendor invoices.
• Classifying, recording and maintaining data (e.g., vendor information, vendor invoices and payments) within the Firm’s ERP system
• Communicate internally with various departments within MAI, along with external vendors regarding invoices/payments.
• Establish and maintain relationships with vendors’ accounts receivable teams.
• Continued focus on digital payment methods for invoices and reducing the need to send paper checks.
• Timely investigation and resolution of duplicate invoices, unapplied payments, discrepancies, etc.
• Process outgoing payments in compliance with financials policies and procedures
• Assist with month-end/year-end closing activities.
• Additional assignments as needed.

EXPERIENCE/CREDENTIALS

• Bachelor’s degree in Accounting and/or equivalent experience
• 1-2 years of experience and knowledge of accounts payable and general accounting preferred
• Working knowledge of accounts payable systems and databases
• Experience analyzing data and summarizing findings.
• Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint

COMPETENCIES

• Strong organizational, verbal, and written communications skills with a demonstrated commitment to teamwork and partnerships.
• Strong attention to detail and accuracy
• Ability to manage multiple tasks while still maintaining flexibility to meet team and Firm needs.
• Ability to think in complex and ever-changing situations.
• Thrives in a fast-paced and dynamic team-based, collaborative environment.
• Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standard in all practices.
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity

FEATURED BENEFITS:

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement