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Client Accounting Specialist II

Dynamic Office & Accounting Solutions
Concord, CA Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 4/25/2025
Accounting Specialist (Temporary)
Location: Concord, CA
Pay Range: $28-34/hr
Full-Time, Onsite
Temporary Contract

Join our client, a prominent insurance firm, as an Accounting Specialist in during a team member’s leave that offers you the chance to apply your financial expertise in a meaningful way. This position is ideal for detail-oriented professionals who thrive in a fast-paced environment and are eager to contribute to the success of an established organization. In this role you will handle high-volume reconciliation accounts, facilitate fund transfers, and process vendor payments.

If you are ready to take on this exciting challenge as an Accounting Specialist, we want to hear from you! Apply now and call Brett at 888-303-5627 to discuss this opportunity!
Key Responsibilities
  • Financial Oversight and Reporting: Conduct comprehensive monitoring and high-volume reconciliation for client portfolios, ensuring accuracy and compliance with industry standards. Generate and distribute detailed financial reports and ledgers to diverse clientele.
  • Fund Management: Facilitate fund transfers and track financial inflows to maintain optimal account balances. Conduct due diligence on dormant financial instruments and process unclaimed funds according to regulatory requirements.
  • Stakeholder Support: Address and resolve financial inquiries from internal teams and external stakeholders, providing exceptional service and support.
  • Vendor Relations: Process and validate vendor payments while managing vendor relations to resolve discrepancies in accounts payable. Ensure compliance with tax regulations for vendor information management.
  • Daily Operations: Supervise daily financial transactions and deposits, assist in managing refunds, and support invoicing operations.
Key Qualifications
  • HS Diploma or equivalent required, degree in Business or a related field a plus
  • 3 years of relevant experience in financial accounting and high-volume reconciliation, reconciling 20 accounts
  • Exceptional attention to detail with a commitment to accuracy
  • Strong organizational skills with the ability to prioritize tasks effectively
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite, particularly Excel
  • Strong analytical and problem-solving abilities
  • A trustworthy team player with integrity and a strong work ethic
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Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Salary : $28 - $34

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