What are the responsibilities and job description for the Accounts Payable Analyst position at Whitley Penn?
How We Work
Whitley Penn has become one of the region’s most distinguished and fastest-growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family, and each person matters. We are more than just a job.
How Will You Make an Impact?
Whitley Penn has become one of the region’s most distinguished and fastest-growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family, and each person matters. We are more than just a job.
How Will You Make an Impact?
- Manage the full accounts payable cycle from receipt of invoices to payment, including coding invoices, matching purchase orders, obtaining approval, and entering the invoices into the accounting system.
- Ensure all accounts payable policies and procedures are adhered to, including travel and related expenses, vendor approval, and invoice processing.
- Collaborate with vendors and managers in other departments regarding discrepancies to resolve any issues.
- Continuously maintain current knowledge of all related company policies.
- Providing both internal as well as external customer services in an effectual and cost-effective manner.
- Investigate and resolve problems associated with the processing of invoices and purchase orders.
- Provide training to AP team members, analyze all key metrics, and prepare appropriate documents according to department policy.
- Receive, research, and resolve a variety of routine internal and external inquiries concerning account status, including communicating the resolution of discrepancies to appropriate persons.
- Assist with 1099 preparation.
- Assist in ad hoc projects as needed.
- Recommended two (2) or more years’ experience in accounts payable. Some college or bookkeeping courses or equivalent combination of related education and experience is preferred, but not required.
- Proficiency in use of technology and accounting programs including Advanced Excel, Microsoft Dynamics 365, Bill.com, and Chrome River.
- Strong attention to detail, focus on accuracy and efficiency as well as the ability to meet deadlines.
- Ability to maintain confidentiality when working with sensitive data.
- Must have strong organizational and time management skills.
- Strong communication and analytical skills and the ability to interface with internal and external clients professionally.
- Participates in career development programs to improve managerial, communication, and interpersonal skills.
- Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
- Voluntary Dental and Vision Insurance
- 17 Annual Firm holidays
- 20 – 25 days PTO for Salaried Employees
- Generous PTO for Non-Exempt Team Members
- Paid Maternity and Parental Leave
- 401(k) with Profit Sharing
- Discretionary Bonus Program
- Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
- Health & Wellness Program
- Pet Insurance
