What are the responsibilities and job description for the Staff Accountant position at Apollon Wealth Management?
Staff Accountant
Reports to: Controller
Status: Exempt
Type: Hybrid
Key Responsibilities: Reports to: Controller
Status: Exempt
Type: Hybrid
- Accounts Payable Management
- Process and review invoices for accuracy and completeness.
- Ensure timely and accurate coding and entry of invoices into Bill.com.
- Ensure all credit card activity has been processed through Bill.com with supporting invoices.
- Respond to vendor inquiries and resolve discrepancies promptly.
- Maintain vendor records and W-9s and ensure accuracy of vendor information.
- Maintain login information for multiple vendors across different entities using 1Password.
- Reconcile all Bill.com clearing accounts in Sage Intacct monthly.
- Reconcile AP general ledger balance to vendor aging report monthly for each entity.
- 1099 processing including W-9 administration, vendor setup and annual filings.
- General Accounting Support
- Download, record, and reconcile all bank and credit card accounts.
- Maintain accounting inbox for multiple entities.
- Scan and file physical mail for the accounting department.
- Assist with intercompany transactions and reconciliation.
- Electronically file support for all bank deposits.
- Maintain up to date process notes with project management tool Asana.
- Assist with journal entries and month end close as requested.
- Ad Hoc Reporting and Projects
- Supports leadership with ad-hoc financial reporting requests and special accounting/finance projects.
Minimum Education:
- Bachelor’s Degree in finance and accounting preferred
Skills and Experience:
- 1-3 years of experience in a similar role or industry
- Knowledgeable of basic accounting principles, chart of accounts, and financial statements
- Proficient in excel
- Proficient in accounting software
- Bill.com, Sage Intacct experience a plus, but not required
Firm Requirements:
- Must maintain client confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail with strong oral and written communication skills
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks
- Strong initiative; ability to work independently
- Very experienced in MS Office Suite (Windows, Word, Excel, Email)
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