What are the responsibilities and job description for the Senior Accounts Payable Specialist position at Carlson Holdings, Inc.?

Job Description

JOB SUMMARY

Carlson Holdings, Inc. and the Carlson Family Office, is seeking a full time Senior Accounts Payable Specialist. This role supports the accounts payable function for our small, but complex, multiple entity organization. The ideal candidate is technologically savvy, eager to adapt to new technology with a strong focus on automation and process improvement. Responsibilities include leading credit card processing, ensuring invoices are processed and paid in a timely and efficient manner, and serving as the point person to research and resolve inquiries. This role collaborates with internal departments to address complex AP functional and technical issues and identifies best practices to ensure we are meeting company goals and client service expectations. Additionally, this role will support the accounting / finance team on various accounting related tasks and projects to help streamline processes and support the overall department.

At our company we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities. Our team takes collective pride in its work product, professionalism and discretion.

KEY RESPONSIBILITIES

Lead credit card processing, ensuring all credit cards are processed, paid, and reconciled in a timely and accurate manner
Responsible for new vendor setup and maintenance to ensure accurate payments and annual 1099 tax reporting
Scan, code, and enter all invoices into accounts payable software system in an efficient and timely manner
Ensure timely and accurate payments to vendors within agreed upon terms
Support internal and external inquiries in a timely and professional manner
Lead accounts payable with month end close process in partnership with the accounting department to improve transactional accuracy and processing efficiencies
Perform exception-based audits of work and reports findings back to AP leadership (full invoice life cycle) to ensure compliance with service level expectations
Create and maintains accounts payable procedures and quick reference guides to ensure adherence to company guidelines
Contribute ideas for process improvement based on identified themes and observations
Assist with system testing related to ongoing maintenance, upgrades, and security controls
Provide assistance to broader Finance and Accounting team with ad hoc related tasks and projects

QUALIFICATIONS

A minimum of 5 years’ experience in accounting / accounts payable using accounting principles

Bachelor’s degree in Accounting, Finance, or related field required

Family office experience is strongly preferred

Meticulous attention to detail

Ability to work efficiently and accurately in a deadline driven environment

Proven ability to work independently and possess strong critical thinking skills

Strong organizational skills and ability to pivot and adapt to day-to-day changes

Strong desire to learn new technology with an inclination for automation and process improvement

Positive, professional attitude and excellent customer service skills

Dependability along with a strong work ethic and high degree of integrity

Ability to maintain confidentiality of sensitive information

Strong verbal and written communication skills

Ability to build strong working relationships with peers, vendors, business partners, and leadership across the organization

Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, etc.)

Proficient in accounting software; Microsoft Business Central preferred

COMPENSATION AND BENEFITS

The projected salary range for this position is $75K-$90K, plus annual incentive. Final compensation will be determined based on the candidate’s qualifications, including education, relevant experience, and skills.

Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally.

Health and Wellness : Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives

Financial Security : 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses

Work-Life Balance : Hybrid work environment with a minimum three in office days per week, and generous paid time off, including vacation days, sick leave, and holidays

Professional Development : Opportunities for training, certifications, and continuing education

Additional Perks : Onsite café and fitness center

Salary : $75,000 - $90,000

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Senior Accounts Payable Specialist

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