Accounting Specialist

Key Responsibilities

• Prepare journal entries, record cash receipts and revenue, and support accounting operations across multiple entities using Workday.
• Reconcile financial data across systems, investigate discrepancies, and ensure accurate, timely reporting.
• Manage recurring accounting processes, including compensation calculations, while maintaining accuracy and meeting deadlines.
• Leverage Microsoft Excel, Microsoft Copilot, and other approved technologies to analyze data, streamline workflows, and improve efficiency.
• Identify opportunities to simplify, standardize, and automate processes while supporting new technology and system improvements.
• Adapt to evolving systems and processes, document procedures, and collaborate with team members to share knowledge and best practices.
• Provide responsive, professional support to associates, financial professionals, and internal business partners.
• Maintain accuracy, confidentiality, and data security while supporting team projects and cross-training opportunities.

Requirements & Tech Stack

• Six months to one year of related experience, education, or training in accounting, finance, or a related field.
• Foundational understanding of accounting principles, including debits and credits, journal entries, and reconciliations.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel (formulas, lookups, sorting, filtering, summarizing data).
• Familiarity with Microsoft Copilot or similar AI tools, or an interest in learning.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities while maintaining accuracy.
• Continuous improvement mindset, adaptability to change, and strong communication skills.

Preferred Qualifications

• Experience with accounting or financial systems, such as Workday Financials.
• Background in accounting operations, bookkeeping, billing, payment processing, financial services, or process improvement.
• Experience documenting workflows, improving processes, or supporting automation initiatives.