Financial Account Specialist in Charlotte, North Carolina at Clark Simson Miller Inc

Essential Functions

An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.

• Proficient with Google Suite applications including Gmail, Docs and Sheets
• Communicate effectively in person or by using telecommunications with our clients and fellow co-workers and generally enjoy working with a diverse clientele
• Strong interpersonal, written and verbal communication skills required
• Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
• Strong decision-making, organizational and problem-solving skills
• Read Ledgers to follow transactions
• Filing of accounting documents
• Review financial statements for accuracy and completeness
• Communicate via phone and email with clients and fellow employees
• Apply fundamental accounting theories and concepts to support the Accounts Payable process
• Assist with the setup and maintenance of new and existing vendor payable accounts
• Assist with the monthly Accounts Payable close and accrual process
• Perform other duties as assigned
• Understand cash flow process for HOAs
• Monitor Petty Cash disbursements and provide receipts for coding
• Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs
• Review all invoices to double check for accuracy and avoid duplicate payments
• Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis
• Process and distribute billing statements for clients
• Monitor accounts receivable for clients and initiate collections when necessary
• Identify accounting errors or discrepancies on financial statements
• Handle or facilitate all client inquiries and requests
• Communicate well with fellow employees and be comfortable working as part of a team
• Demonstrate integrity and strong character
• Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
• Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
• Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure and adjust to change.

Education and Training:

• High School Diploma
• 2-5 years related experience; or equivalent combination of education and experience

Adaptability:

• Adapts to changing work demands.
• Stays focused on own work when faced with challenges and/or difficulties.
• Stays open to and learns from feedback.

Physical Activities

The following physical activities are necessary to perform one or more of the essential functions of this position.

• Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
• Creates documents, reports, etc. using a writing instrument or computer.
• Ability to enter and locate information on a computer.
• Visually verifies and/or reads information.
• Sits for an extended period of time.
• Must be physically present in the office as the needs of the business dictates.