Engage fi · 1 day ago
Accounting Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expEngage fi is a company focused on understanding clients' needs and delivering exceptional financial services. The Accounting Specialist plays a critical role in maintaining accurate financial records, processing transactions, and ensuring compliance with accounting standards.
ConsultingFinanceFinancial Services
Responsibilities
Maintain accurate and up-to-date financial records including accounts payable, accounts receivable, general ledger entries, and expense reimbursements
Process vendor invoices, verify accuracy, and ensure timely payments. Resolve discrepancies and inquiries from vendors
Generate customer invoices, monitor accounts receivable aging, and follow up on overdue payments. Coordinate with internal teams to resolve billing issues
Perform regular bank reconciliations to ensure accuracy between bank statements and accounting records
Assist in the month-end closing process by preparing journal entries, reconciling accounts, and generating financial reports
Assist in the preparation of financial statements, variance analysis, and other ad hoc financial reports as required
Ensure compliance with accounting principles, company policies, and relevant regulations. Stay updated on changes in accounting standards and regulations
Provide support during internal and external audits by preparing documentation, responding to inquiries, and addressing audit findings
Identify opportunities for process improvements and efficiency gains within the accounting function. Implement best practices to streamline processes and enhance accuracy
Collaborate with other departments such as procurement, sales, and operations to address financial issues, provide support, and ensure alignment with organizational goals
Qualification
Required
Highly adaptable in a dynamic and fast-paced environment
Excellent organizational skills and exceptional attention to detail
Excellent written and oral communication skills
Excellent team player, self-starter, and the ability to work independently
Ability to anticipate work needs and interact professionally with clients and team members
Ability to identify priorities and meet deadlines
Bachelor's degree in Accounting, Finance, or related field
2+ years of experience in accounting or finance roles preferred
Strong understanding of accounting principles and practices
Proficiency in Microsoft Office Suite
Preferred
Experience with QuickBooks, HubSpot, or Bank of America CashPro a plus
Benefits
Competitive pay, incentive programs, 401k matching
Unlimited time off plus 11 paid holidays
Medical, dental, and vision health plans with FSA or HSA options
Opportunities to volunteer and give back to the communities we serve
Paid remote work expenses
Career development, trainings, continuous learning, and employee recognition
Team engagement events and activities
Culture of growth and continuous improvement
Company
Engage fi
engage fi is a credit union consultant that helps in financial analysis and technology trends solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Falfurrias Capital Partners
2022-02-09Private Equity
Leadership Team
Andres Pasantes
President and CEO
Recent News
Company data provided by crunchbase