Staff Accountant I in Noblesville, Indiana at Taylored Systems

Key Accountabilities:

1. Accounts Receivable, Billing and Collections
2. 1099 Processing and Compliance
3. Intercompany Accounts Receivable and Reconciliation
4. Month-End Account Reconciliations
5. Prepare, analyze, and post assigned journal entries

Job Summary:

Responsible for performing professional accounting activities requiring the application of accounting principles, GAAP knowledge, analytical skills, and independent judgment. Responsible for assigned month-end close activities, financial analysis, journal entries, reconciliations, financial reporting support, and maintaining effective internal controls. Responsible for accounts receivable processing and collections. Responds to inquiries and contacts other departments and customers to resolve a variety of problems. Assists in performance of various clerical duties. Maintains policies and procedures necessary to ensure compliance with rules and regulations and proper system of internal controls.

What you bring to the position:

• You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the “ways” we operate.
• You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
• You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction.
• You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
• You are a self-starter who is prepared to develop and execute your plan and deliver quarterly goals on a consistent basis.
• You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a “know-it-all.”

You successfully fulfill the following essential duties and responsibilities:

You will utilize your ADMINISTRATIVE SKILLS to efficiently:

• Process credit card payments for customer invoices.
• Follow up with customers on past due/disputed amounts and work with other personnel to resolve issues.
• Exercise sound judgment when handling collections, billing issues, and customer account adjustments, including recommending or processing write-offs and credits after training and within established guidelines.
• Research and resolve invoice/bill discrepancies.
• Maintain accurate customer account, billing, and payment information.
• Prepare annual 1099 forms and related documentation in accordance with established reporting requirements.
• Prepare monthly GL account reconciliations.

You use your COLLABORATIVE SKILLS:

• Compile and prepare reports, schedules, and supporting documentation related to internal and external audits.
• Coordinate assigned audit requests, working with internal departments and external auditors to obtain, analyze, and provide accurate supporting documentation.
• Independently prepare, analyze, and post assigned journal entries and review general ledger activity, exercising professional judgment to identify and resolve discrepancies.
• Assist with budgeting and forecasting by preparing and analyzing financial data and supporting schedules.
• Assist with the development, documentation, and ongoing evaluation of accounting policies, procedures, and internal controls.
• Perform assigned month-end close activities, including account analysis, balance sheet reconciliations, variance investigation, journal entry preparation, and preparation of financial reporting schedules.
• Prepare and analyze assigned financial reporting schedules, investigate unusual activity and variances, and communicate findings to management.
• Research and resolve questions and discrepancies related to general ledger activity and accounting transactions.
• Collaborate with internal departments to resolve accounting issues and ensure the accuracy and completeness of financial information.
• Identify opportunities to improve accounting processes, strengthen controls, and increase efficiency through improved system utilization and automation.
• Assume additional accounting responsibilities as systems, processes, and departmental needs evolve.
• Support the company by completing other duties as assigned.
• Provide occasional telephone coverage and general departmental support as needed.
• Maintain, organize, and file financial records and supporting documentation, transitioning to electronic document management as processes become increasingly paperless.

As a successful employee, you will demonstrate the following professional skills as you carry out your position:

• Oral Communications – Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
• Written Communications – Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
• Customer Service – Respond promptly and courteously to customers’ requests for service and assistance; manage difficult or emotional customer situations.
• Presentation – Deliver business, non-technical, and limited-technical presentations to audiences of 20-150 individuals.
• Leadership – Lead people and get results through others in a positive and inspiring manner.
• Ethics – Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; uphold company values.
• Organizational Support – Follow company policies and procedures and complete other duties as assigned.
• Judgment – Include appropriate people in decision-making process.
• Interpersonal Skills – Maintain confidentiality; keep emotions under control; listen well.
• Strategic Thinking – Develop strategies to achieve organizational goals; analyze market and competition; identify external threats and opportunities and adapt strategy to changing conditions.
• Planning and organization – Organize and manage multiple priorities; plan work activities; use time efficiently; plan for additional resources; set goals and objectives; meet deadlines.
• Professionalism – Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; follow through on commitments.
• Adaptability – Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events.
• Task & Detail-Oriented – Manage and follow through on multiple tasks, items, and communications in a timely manner; focus and concentrate; perform tasks with a high-level of accuracy and attention to detail.

You will meet the following educational, licensing, certification and work experience requirements:

• Bachelor's Degree in Accounting, Finance, or related field required.
• 2+ years of accounting experience required.
• Demonstrated understanding and application of Generally Accepted Accounting Principles (GAAP).
• Ability to analyze financial statements, account activity, and accounting transactions and make independent recommendations.
• Ability to exercise professional judgment in the interpretation and application of accounting policies and procedures.
• Strong Microsoft Excel skills, including formulas, pivot tables, and data analysis.
• Proficiency with accounting and ERP systems; experience with Sage Intacct, ConnectWise, or comparable systems preferred.
• Ability to manage multiple projects and ongoing tasks while consistently meeting deadlines.
• Ability to keep data, files, and all other company information confidential.
• Hold and maintain a valid driver’s license; driving record must meet the criteria of Tayloreds’ insurance carrier for acceptance of coverage.

You will embrace the Taylored Systems Core Values:

Humor & Fun

• We believe it’s important to take time outside of work to spend time with family and keep the wind in our sails.
• We collaborate and value sharing our unique perspectives.
• We’re inclusive and create activities that align with people’s interests and passions.

Resilience

• We pride ourselves in meeting high-pressure challenges.
• We never quit and demonstrate the ability to see daunting assignments through … successfully.

Lead by Example

• We demonstrate courage in having crucial (and sometimes “tough”) conversations.
• We are reliable and highly accountable in our use of systems and tools.

Continuous Improvement

• We’re creative thinkers who can adapt to evolving situations.
• We’re humbly confident, know our stuff, are willing to coach and be coached.
• We’re willing to make “healthy” self-sacrifices for the greater good.

“Team First” Initiative

• We are pro-active and stay on top of training and certifications.
• We willingly take on more responsibility if we see a need and can assist.
• We view individual accountabilities as representing the whole team.

You are able to work in the following environmental and working conditions:

• Prolonged periods of sitting at a desk and working on a computer and phone.
• Work in a general office environment.
• You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.