The position for this requisition is not confirmed. We are finalizing the scope yet. However, please provide both types of resources for the interview.
Job Description
We are seeking a detail-oriented and skilled Accountant/Financial Analyst to join our team. The ideal candidate will have a strong foundation in accounting/finance principles, excellent analytical skills, and intermediate skills in Excel. This role involves working with client portals, managing account reconciliations, check posting and ensuring accuracy in financial transactions. As part of our team, you will need to communicate effectively and work smart to meet the high standards of our clients and organization.
Key Responsibilities
Client Portal Balance Verification: Regularly verify and update client portal balances, ensuring accuracy and consistency.
Check Posting: Process and post checks in a timely and accurate manner.
Reconciliation: Perform account reconciliations, investigating discrepancies and resolving issues as needed.
Financial Analysis: Utilize analytical skills to interpret financial data, identify trends, and provide insights to support business decisions.
Excel Proficiency: Use intermediate Excel skills for data management, analysis, and reporting.
Email and Communication Skills: Maintain professional communication with clients and team members via email to ensure smooth workflow and resolve any inquiries.
Work Smart: Demonstrate efficiency and effectiveness in handling tasks, prioritizing workload, and adhering to deadlines.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field (Business graduate preferred).
Proven knowledge of accounting principles and practices.
Experience with financial reconciliations and client portal management is a plus.
Proficiency in Excel, including functions, data sorting, and basic formulas.
Strong analytical and problem-solving skills.
Effective written and verbal communication skills.
High attention to detail and ability to work both independently and in a team environment.