What are the responsibilities and job description for the Accounting Specialist position at Advanced Business Methods, Inc.?
Job description
Overview
We are seeking a detail-oriented and experienced Accounting Specialist to join our finance team. The ideal candidate will possess a strong understanding of accounting principles and practices. This role is crucial for ensuring the accuracy of financial reporting and supporting our organization's financial health.
Responsibilities
- Review Distributor invoices and validate margins and customer discounts
- Invoice customers with accuracy
- Record payments from customers
- Communicate if customer accounts are delinquent to Sales so they can engage in the collections process and next steps
- Enter and deposit check from customers
- Collections on past due accounts
- Enter credit card charges and collecting receipts
- Process employee expense reimbursements
- Credits : Validate and post refunds or sponsorships, Microsoft funding etc. to proper division.
- Co-Op Funding : Collect and submit receipts for claiming Microsoft funds.
- Back-end incentives payout reconciliation and correct alignment to business groups
- Onboard Net New AI Customers and team with Tech group for on boarding of MSP Services
- New customer emails –
- Welcome email and who to contact within the company etc.
- Safe Sender emails to customers
- Audit customer account in CRM for the proper documentation
- Collect W9’s
- Collect CSP Questionnaire
- Collect NDA
- Duties as assigned
- Credit Checks on customers we are onboarding through D&B
- Pull NCE renewal status of customers and share with the Sale Team
Requirements
Join our team as an Accounting Specialist where you will play a vital role in maintaining our financial integrity while contributing to the overall success of our organization.
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