Lead Accounting Operations Specialist jobs in United States
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KBW Financial Staffing & Recruiting · 1 week ago

Lead Accounting Operations Specialist

KBW Financial Staffing & Recruiting has partnered with a global medical device manufacturing organization looking for a Lead Accounting Operations Specialist. The role involves overseeing travel and expense programs, corporate card administration, and cash-related accounting activities while managing daily cash activity and ensuring compliance with financial reporting.

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Growth Opportunities

Responsibilities

Manage daily cash activity by recording bank transactions in the ERP system
Reconcile cash and related accounts, ensuring completeness and accuracy across reporting periods
Prepare and submit sales tax filings and other required compliance reports
Serve as the primary administrator for the company’s travel and expense platform, supporting booking, reporting, and system maintenance
Oversee corporate credit card and purchasing card programs, including card issuance, reconciliation, and ongoing management
Assist with the Accounts Payable process to ensure timely payments and resolve discrepancies as they arise
Work closely with the accounting team to improve expense posting accuracy and general ledger integration
Analyze travel and expense data to identify patterns, cost-saving opportunities, and process improvements
Deliver onboarding and ongoing training for employees on systems, policies, and best practices
Support system integrations between T&E tools and accounting platforms such as payroll and ERP systems
Assist with additional accounting operations projects as needed

Qualification

AccountingCash managementExpense systemsMicrosoft ExcelCorporate credit card managementReconciliationsJournal entriesExpense workflowsTraining

Required

Bachelor's degree in accounting, finance, or a related field (or equivalent professional experience)
3–5 years of progressive experience in accounting or accounting operations
Experience with travel and expense systems such as SAP Concur, Expensify, or similar systems
Experience managing corporate credit card and purchasing card programs
Strong understanding of cash management, reconciliations, journal entries, and expense workflows
Advanced proficiency in Microsoft Excel

Company

KBW Financial Staffing & Recruiting

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

Funding

Current Stage
Early Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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