Accounting Operations Specialist

US-WI-Milwaukee

Share This Job

Job Description

Are you looking to join a hardworking team of professionals who make an impact? Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world's largest financial institutions. We are a fast-paced company that provides comprehensive benefits, a dynamic culture, and many opportunities for career growth. We focus on working hard to achieve results, and having fun along the way! Our mission is to enable everyone to understand and impact their financial future.

As an Accounting Operations Specialist at Advicent, you are responsible for various accounting operations tasks covering billing, payroll, accounts payable/receivable, and sales process workflows.

What you’re accountable for

  • Financial workflows related to sales and terminations of Advicent software including activation/deactivation, invoicing, and adjustment of customer accounts in the General Ledger.
  • Administration of customer contacts.
  • Monthly reports of new business, lost business and customer discounts.
  • Assist with projects related to improving effectiveness of CRM system.
  • Ongoing billing of Advicent customers.
  • Preparation of monthly accounting reports and reconciliation of General Ledger accounts.
  • Assist with preparation of materials for periodic audits and year end accounting information.

What skills are required

  • Associate degree in Accounting or Bachelor's degree in Accounting, Finance or other related Business specialty
  • Above average technical skills in Excel
  • Detail oriented with proven accuracy in dealing with math and numbers
  • Maintain high levels of confidentiality

Other preferred skills

  • Strong communication skills
  • Self-starter with the ability to work independently

Why join Advicent?

  • Comprehensive Benefits and Perks - health, dental, vision, HSA/FSA, 4 weeks PTO + 9 paid holidays, flexible scheduling, free access to on-site fitness center, 401K employer match, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda)
  • Company Culture - Collaborative, fast-paced, innovative environment where you are recognized for your performance. With monthly events, release celebrations, charity efforts and wellness initiatives, there's a little something for everyone.
  • Professional Development - onboarding training, advancement potential, innovation day, cross-functional project opportunities, tuition reimbursement

What do employees at Advicent do to succeed? We stay committed to our company mission statement, our 10 corporate beliefs, and we have fun! Think you have what it takes? Apply now and let's grow together!

Advicent is an Equal Opportunity Employer. Must be authorized to work in the United States.