Staff Accountant responsible for accounting tasks including reconciliations and financial reporting at Obie. Join a fast - moving team in a hybrid work environment focused on real estate insurance.
About the role
- Detail-oriented Accounting Professional managing invoicing for Baxter & Woodman clients. Working closely with clients and internal teams to ensure timely and accurate invoicing and project setup.
Responsibilities
- Review all client contracts and set up projects in the project management software system
- Prepare and complete special forms and documents per client requirements
- Create, review, and send out monthly statements to clients
- Work with other team members to ensure projects are initiated and implemented according to expectations
- Maintain document materials in an organized fashion
- Perform project analysis and assist project managers and clients
- Review, approve, and process employee expenses
- Respond daily to all billing and expense-related questions
- Provide professional customer service to clients and employees
- Increase department efficiencies through identifying process improvements
- Complete monthly reconciliation and accounting assignments
Requirements
- Associate's or Bachelor's degree in Accounting, Finance, or General Business
- Critical thinker and problem solver
- Excellent written and verbal communication skills
- Highly developed organizational, mathematical, analytical, and time management skills
- Ability to effectively manage and progress work in challenging situations
- Exhibit a high degree of professionalism
- Excellent knowledge of MS Office (particularly Excel)
Benefits
- Medical, dental, and vision plans
- Employee Assistance Program
- Financial planning program
- Life and disability insurance
- Tax savings plans
- Paid time off
- Paid holidays
- Parental leave
- Flexible work arrangements
- 401k plans
- Employee Stock Ownership program
Job title
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Experience level
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Degree requirement
Location requirements
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