The Accounting Specialist position offers a great opportunity for someone wanting to grow with us. Assignments are wide-ranging from data review and entry to financial reporting. Daily work involves independent and cross-team effort to accomplish goals.
JOB DUTIES & ESSENTIAL FUNCTIONS:
- Use of Service Titan and Quickbooks to track accounting transactions
- Reconcile accounts in the general ledger
- Process jobs/invoices in Service Titan (our CRM)
- Monitor data for errors and inconsistencies, ensuring corrections are made when necessary
- Assist in closing financial periods, financial reporting
- Monitor relevant KPI’s and develop process changes to improve our results
- Become proficient at Service Titan so as to be a go-to for questions
- Communicate with customers when needed to complete paperwork, process payments, and answer questions
- Work on projects as needed; could involve Excel, Tableau, and/or other tools
- Perform other related duties as necessary or assigned, including participating in cross-department team
Education/Experience Required:
- 2-years accounting
- 2-years Quickbooks
PLUS ONE OR MORE OF THE FOLLOWING:
- Bachelor Degree in Accounting
- 4-years accounting experience
- 2-years Payroll processing experience
- 2-years experience with Service Titan
- 2-years experience in an HVAC company