[Hiring] Accounting Specialist @Boldr

Role Description

As an Accounting Specialist, you will support the day-to-day accounting operations of the organization, with primary responsibility for Accounts Payable (A/P), Travel & Expense (T&E), and related accounting processes. This role ensures transactions are processed accurately, timely, and in accordance with company policies and accounting principles.

• Work closely with internal and external stakeholders, following established procedures and escalating non-routine matters to your supervisor.
• Resolve outstanding items, maintain accurate financial records, support month-end close, and provide analysis of company spending.
• Be highly organized, proactive, communicative, and comfortable owning day-to-day responsibilities and independently driving improvements to processes and controls.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 3+ years of experience in Accounts Payable, general accounting, or a similar role.
• Strong, well-rounded knowledge of accounting principles, including Accounts Payable, accrual accounting, expense recognition, reconciliations, and budgeting.
• Proficiency in Microsoft Excel and the Microsoft Office Suite.
• Experience with ERP and accounting systems; experience with Sage X3, Bill.com, and/or Rydoo is a plus.
• Experience with reporting and data visualization tools such as Power BI is a plus.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to organize and prioritize multiple responsibilities in a fast-paced environment with changing deadlines.
• Strong written and verbal communication skills.
• Ability to communicate effectively and professionally with employees at all levels of the organization as well as external vendors and partners.
• Ability to work both independently on routine tasks and collaboratively as part of a team.
• Proactive and resourceful approach to problem-solving, escalating non-routine issues to your supervisor.
• Ability to identify inefficiencies and share recommendations for process improvements with your supervisor.
• Comfortable asking thoughtful questions while also demonstrating initiative in finding solutions to routine issues.
• Ability to work with a sense of urgency while maintaining accuracy and attention to detail.
• Adaptable, flexible, and willing to take on new responsibilities as business needs evolve.
• Comfortable analyzing financial information and presenting findings to colleagues and supervisors.
• Commitment to maintaining confidentiality and handling sensitive financial information appropriately.

Requirements

• Manage the Accounts Payable process from invoice receipt through payment and reconciliation, following established procedures.
• Create and maintain vendor records in Sage X3, ensuring complete and accurate vendor documentation, including W-9s and other required tax information.
• Review and process invoices through Bill.com and Sage X3, ensuring accurate coding, appropriate approvals, supporting documentation, and purchase order information.
• Enter and review requests for payments, reimbursements, and other accounting transactions.
• Ensure expenses are appropriately categorized and recorded in the correct accounting period.
• Monitor invoice and payment status and proactively follow up with budget holders and other stakeholders regarding outstanding approvals or unpaid invoices.
• Identify and maintain appropriate vendor tax classifications, including C Corporations, S Corporations, individuals, and foreign entities.
• Respond to vendor inquiries and resolve invoice and payment discrepancies in a timely manner, escalating complex cases to your supervisor.
• Maintain accurate and organized A/P records and supporting documentation.
• Manage and audit corporate credit card and cash expense submissions through Rydoo.
• Review expenses for accurate classification, appropriate supporting documentation, and compliance with the Company's T&E Policy.
• Upload approved expenses from Rydoo to Sage X3 on a weekly basis and communicate outstanding or overdue submissions to employees.
• Review and resolve expense report exceptions within established guidelines and escalate compliance concerns to your supervisor when appropriate.
• Monitor outstanding expense reports and proactively follow up with employees to ensure timely submission and resolution.
• Prepare and distribute a monthly T&E trend report, including commentary on spending patterns and policy compliance, for review by your supervisor.
• Identify recurring issues and share observations with your supervisor to support process improvements and T&E controls.
• Manage and accrue recurring expenses to ensure costs are recorded accurately and in the appropriate accounting period.
• Review and code bank transactions to ensure accuracy and proper classification.
• Assist with month-end close activities, including clearing open items, reviewing account activity, preparing accruals, and completing bank reconciliations.
• Research and resolve accounting discrepancies and outstanding items using established procedures, escalating unusual cases to your supervisor.
• Support annual and interim external audits by preparing requested documentation, schedules, and supporting information.
• Assist with ad hoc accounting analysis, reporting, and special projects as assigned.
• Utilize Power BI, Excel, and other reporting tools to analyze company spending, budgets, and financial trends.
• Identify areas of overspending, unusual activity, and potential cost-saving opportunities for your supervisor's review.
• Partner with budget holders to understand spending trends and support improved budget management.
• Develop clear, concise reporting that provides insights to Accounting and Finance leadership, under the guidance of your supervisor.
• Present relevant financial trends and findings during quarterly MOON meetings and other internal meetings, as directed by your supervisor.
• Work closely with internal departments, suppliers, vendors, and other external partners to resolve accounting-related questions and outstanding items.
• Respond promptly and professionally to inquiries regarding invoices, reimbursements, expense reports, and payment status.
• Proactively follow up on open invoices, expense reports, approvals, and other outstanding accounting items.
• Maintain strong working relationships with internal and external stakeholders to support timely and accurate financial processing.
• Communicate issues, delays, and potential risks proactively rather than waiting for escalation.
• Provide clear and timely updates on the status of assigned responsibilities and outstanding items.
• Own assigned processes and independently drive improvements to efficiency, accuracy, and internal controls, partnering with your supervisor on significant or cross-functional changes.
• Identify recurring issues and independently provide possible solutions based on established procedures and precedent, to your supervisor.
• Demonstrate resourcefulness by researching questions and reviewing available documentation before escalating unresolved issues to your supervisor.
• Assist with the development and documentation of accounting procedures and best practices.
• Participate in social and environmental initiatives that support the Company's sustainability goals.
• Support additional projects, reporting, and assignments based on the evolving needs of the Accounting and Finance teams.

Benefits

• Impact-driven work environment.
• Opportunities for professional growth and development.
• Supportive team culture that champions core values.