Operations Specialist Accountant
The O'Neil Group Company - Colorado Springs, CO
posted 4 months ago
About the position
The Operations Specialist Accountant at The O'Neil Group Company plays a crucial role in enhancing the efficiency and effectiveness of the company's accounting and clerical operations. This position is designed for individuals who are looking for growth opportunities within the organization. The primary responsibilities include supporting the Controller and Accountants with daily transaction data entry across various accounting systems, with a strong focus on Accounts Payable and Receivables. The role also involves balancing and reconciling general ledger and bank accounts, organizing corporate credit card transactions, and ensuring accurate coding and posting of receipts. In addition to these core tasks, the Operations Specialist Accountant will compile, review, and submit invoices and statements for approval, process purchase orders and vendor bills, and manage vendor payment filings. The position requires meticulous organization and tracking of deadlines for various banking documents, as well as preparing and presenting standard reports that interpret financial statements. The role also includes assisting with cash flow forecasting and budgeting, as well as managing compliance-related tasks such as W9/COI/1099 audits for insurance and government reporting. The Operations Specialist Accountant will also support various corporate and affiliate departments by implementing and maintaining both physical and electronic filing systems, editing and reformatting documents, and maintaining correspondence regarding administrative matters. This position requires a proactive approach to assist employees with basic office and accounting processes, maintain Standard Operating Procedures, and ensure compliance with accounting calendars. The ideal candidate will be detail-oriented, organized, and capable of multitasking in a fast-paced environment, while also being a team player who can effectively communicate with various stakeholders.
Responsibilities
- Support the Controller and Accountants with daily transaction data entry in various accounting systems.
- Emphasize heavy volume on Accounts Payable and Receivables.
- Balance and reconcile general ledger and bank accounts.
- Organize and reconcile corporate credit card transactions, verifying receipts, coding, and posting.
- Compile, review, and submit invoices and statements for approval and submission.
- Process purchase orders and vendor bills; manage vendor payment filings.
- Organize, track, and review deadlines for various banking documents.
- Prepare and present standard reports; interpret financial statements.
- Assist with cash flow, forecasting, and budgeting.
- Conduct W9/COI/1099 audits and compile for insurance and government reporting.
- Track compliance for asset and vehicle management.
- Track, scan, file, and attach documents within corporate drives and accounting systems.
- Monitor department deadlines and completion of tasks and projects.
- Identify, implement, and maintain physical and electronic filing systems.
- Edit and reformat written or electronic drafts of documents.
- Maintain correspondence about administrative matters and general office policies.
- Assist employees with basic office, accounting, and other functional processes and procedures.
- Maintain accounting calendars for department and corporate compliance.
- Research software and process improvements; assist with implementations.
Requirements
- Associate degree in Accounting or Office Management desired or equivalent experience.
- Public Accounting or multi-company based experience is a plus.
- Proficiency in QuickBooks Desktop; experience with QBO, AppFolio, or Unanet is a plus.
- Strong skills in Microsoft O365 Suite: Outlook, Excel, Word, OneDrive, Teams, SharePoint.
- Exceptional attention to detail and strong critical thinking skills.
- Excellent written and verbal communication skills.
- Strong organizational and task management skills.
- Knowledge of filing systems, electronic records documentation, and naming conventions.
Nice-to-haves
- Experience in public accounting or multi-company environments.
- Familiarity with additional accounting software beyond QuickBooks.
