Offer summary

Qualifications:

1-2 years of experience in an accounting or billing role., Solid understanding of basic accounting principles and practices., Proficiency in Excel and experience with SalesForce and Certinia is preferred., Strong attention to detail and problem-solving abilities..

Key responsibilities:

Assist with customer invoicing and verify billing details in accounting software.

Prepare monthly reports of sales transactions and assist with employee expense reports.

Complete the invoicing process and post expense reports in accounting software.

Perform general accounting tasks and prepare standard journal entries.

Job description

About FirstClose:

FirstClose is an innovative, dynamic and leading finance technology provider that designs, develops, and delivers best-in-class nationwide property & borrower data intelligence and settlement services to financial institutions in real estate and mortgage lending. Our innovative platform (a proprietary Software-as-a-Service application (SaaS)) has streamlined the loan process for over 400 lending institutions by directly integrating with existing loan origination systems to deliver instant property data, valuation, title, and settlement services, all in one place efficiently. Our mission is to empower lenders and their borrowers with cutting-edge solutions, enhance efficiency and drive success in the ever-evolving mortgage industry. We are continually growing and evolving. FirstClose operates on five core values: 1) Clients First - Focus on the market and needs of our clients. 2) Accountability - Be the change you seek, 3) Passion - Develop new ways to do things. 4) Respect - Build a culture of trust and transparency. 5) Engagement - Foster inclusion and collaboration.
Shape

Accounting Specialist (Part-Time) Job Description

Position Overview

An Accounting Specialist plays a crucial role in maintaining the financial health of an organization by performing a variety of accounting tasks. This position requires a detail-oriented individual with strong analytical skills. FirstClose is hiring a part-time Accounting Specialist to assist the finance team for a period of three months.

Responsibilities

Assist with customer invoicing using accounting software (Certinia) and transaction database
- Verify that billing details on existing customer contracts are entered correctly in accounting software and transaction database.
- Populate "billing" fields in accounting software and transaction database for new customers and contract renewals
- Review monthly transaction usage file to ensure that it is complete and correct
- Upload data into accounting software
- Complete invoicing process in accounting software
- Prepare monthly report (in Excel) of sales transactions with E&O coverage
Assist with employee expense reports
- Review for completeness and populate GL account & department (in Expensify)
- Post expense reports in accounting software
Assist with general accounting tasks
- Prepare and post standard journal entries
- Prepare COGS reports
- Perform data entry and administrative tasks as needed to support the accounting department.

Required Skills and Experience

1-2 years of experience in an accounting or billing role
Excellent attention to detail and accuracy.
Solid understanding of basic accounting principles and practices.
Ability to work independently and as part of a team in a fast-paced environment.
Strong problem-solving abilities and a proactive approach to resolving issues.

Qualifications