Accounting Assistant
Are you ready to begin or expand your accounting career? Are you personable with a good attitude, able to get along with others and willing to learn? If you answered yes to all, we want to meet you.
Position Summary:
This position is responsible for preparing information in preparation for creating and sending customer invoices; and maintaining related excel summaries and statements for customers. These duties will be performed for Prime Care Technologies and affiliated companies.
Essential Duties and Responsibilities
- Open payments that arrive in daily mail and sort by company and customer.
- Assist in inputting the customer billing detail sheets for reoccurring charges.
- Assist in the preparation of recurring invoices to customers as well as additional invoicing as needed which includes but not limited to equipment, travel expenses, off boarding, onboarding deposits, amendments, statement of work or any other invoicing needs and review for accuracy.
- Assist in maintenance of recurring invoice batches and update with revenue changes.
- Assist in the review of customer contracts and initiate billing of customer deposits.
- Assist in comparison of prior customer reoccurring charges to current charges and provide summary of variances to Accounting Manager.
- Assist in collecting customer tax exemption certificates
- Assist in creation of new customer accounts ensuring customer is established using standardized methodology and address is valid. Confirm with customer for unique facility/customer numbers.
- Perform various administrative functions for customer accounts, such as recording address changes and contact information.
- Assist in maintenance of database that contains master customer contracts. Notifies management of upcoming termination dates.
- Sort and file invoices, payments and correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
- Assist with Collection activities as needed.
- Perform other duties as assigned.
Minimum Qualifications (Education, Experience, Skills and abilities)
- Associate's degree (A.A.) or equivalent from two-year College or technical school; or three plus years of related experience and/or training; or equivalent combination of education and experience.
- Proficient using Microsoft Office including Word and Excel.
- Exceptional written and oral communication skills, including the ability to speak with customers in a professional manner.
- Working knowledge of accounting software; Sage Intacct
- Must be detail oriented with strong analytical skills and ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
- Able to write correspondence of a technical nature.
- Excellent mathematical skills.
- Exhibits ability to make independent judgments regarding actions that need to be taken.
- Independently initiates efforts to resolve issues and validates accuracy and reasonableness of accounting information prior to input
- Self-starter willing to voluntarily tackle new projects and identify when an analysis may be beneficial to company.