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KBW Financial Staffing & Recruiting · 5 hours ago

Accounting Assistant

Hudson, MA

Full-time

Onsite

New Grad, Entry Level

KBW Financial has partnered with a well established organization based out of Middlesex County, that is actively looking to add an Accounting Assistant to their growing team. The Accounting Assistant will report to the Controller and assist with AP, AR, Billing and other day to day accounting activities as assigned.

CrowdfundingFinancial ServicesHuman Resources

Growth Opportunities

Responsibilities

Match purchase orders to invoices, resolve discrepancies, code entries to the general ledger, and input data into QuickBooks

Assist with check processing, file supporting documentation, and manage outgoing payments as needed

Process credit references for customer term approvals and post deposits to accounts

Conduct collections calls and process refunds as required

Send payment links to facilitate online payments for machine orders

Generate invoices for sales and webstore orders, including net terms and credit card transactions

Verify accuracy of purchase orders, pricing, quantities, freight charges, shipping methods, and billing/shipping addresses

Track customer returns (RMA) and determine restocking fees; maintain and reconcile RMA logs

Manage offsite inventory, including test units, trade show, showroom, prototype, and repair machines

Coordinate machine returns and follow up with sales team on outstanding units

Oversee customer leasing program, including credit checks via Experian and review of bank/trade references

Prepare and distribute finance packets and agreements; send payment reminders and links

Order office supplies and coordinate office services, including cleaning

Qualification

QuickBooksAccounts PayableAccounts ReceivableCustomer ServiceData Entry

Required

Experience with accounts payable (AP) and accounts receivable (AR)

Proficiency in QuickBooks

Ability to match purchase orders to invoices and resolve discrepancies

Experience in processing credit references and posting deposits

Ability to conduct collections calls and process refunds

Experience in generating invoices for sales and webstore orders

Attention to detail in verifying accuracy of purchase orders, pricing, quantities, freight charges, shipping methods, and billing/shipping addresses

Experience in tracking customer returns (RMA) and determining restocking fees

Ability to manage offsite inventory

Experience in coordinating machine returns and following up with sales team

Ability to oversee customer leasing program, including credit checks and review of bank/trade references

Experience in preparing and distributing finance packets and agreements

Ability to order office supplies and coordinate office services

Company

KBW Financial Staffing & Recruiting

KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.

Founded in 2005