Accounting Assosciate

The Accounting Associate will work in a team environment and be trained in the accounting profession while working with multiple customers. An Associate will become familiar with maintaining Excel spreadsheets, assignments using QuickBooks and other accounting software. Candidates must be highly organized, a team player, detail-oriented and have excellent communication skills. Experience in Accounts Payable, bank reconciliations and a working knowledge of QuickBooks and Microsoft Office products, is preferred. Degree or certification is a plus but not necessarily required.

ORGANIZATION

The primary goal of the Accounting Associate is to support the Team by completing basic accounting tasks in a timely manner so that delivering monthly financials for our customers can be met. Since the Accounting Associate will be completing these tasks for a number of customers being organized is a must. To keep tasks organized, the successful Associate will utilize Asana, which tracks every task that needs to be complete. Using this tool, the rest of your team is also notified as tasks are complete. When an Associate is not sure of the priority of their assigned tasks, they should communicate the issue to their Senior Account Managers. Not only will the Associate have multiple customers to work on, they will also work with various Senior Account Managers and Account Managers depending on the customer. Working on multiple teams also requires excellent organization. The scheduling timing of tasks with various customers is a must! Keeping organized will also help with tracking your time each day. Recording the time spent on each customer is required daily of all the Streamline Team. Assistance for recording time can be found in Slack but keeping track of time is an individual responsibility. We expect our employees to be adults who are accurately able to account for their time each day.

TEAM PLAYER

The Associate is a member of a Team for each of the customers they are tasked with. Working together with the Team is very important to successfully provide financial data to our customers. Although the Associate does not work on the final monthly financials, without completing each task required, delivering accurate financials will not be possible. When each task is completed on time the Team can count on finishing the monthly financials in time to meet the customer’s needs.

DETAIL ORIENTED

Working on repetitive accounting tasks requires an Accounting Associate to be very highly detailed. Each tasks process may be repetitive but the details of the tasks are not. Some of these tasks include entering credit card receipts, recording bank deposits, recording Net Checks and adding bills for Accounts Payable. The Team is depending on the Associate to get all the details correct. We do not want our Managers to be micro managers. We all count on the accuracy of the Associate. Reconciliations can help! Many of the reconciliations are the responsibility of the Accounting Associate. A successful associate will complete bank reconciliations weekly, sometimes more often. This helps reduce errors and ensures that our customer’s accounts are being monitored regularly.

EXCELLENT COMMUNICATION

All of the facets that make a successful Accounting Associate require excellent communication. As you are organizing your tasks make sure to communicate to your Senior Managers if there is any conflict with other assigned tasks. Communicating issues in advance will ensure that priorities can be determined and tasks can be rescheduled as needed. Great communication with Team members will give them assurance that all tasks are completed in a timely manner so that our goals to the customer can be met. Since most of us are not in an office setting, we greatly depend on Slack for communication with our Team. Slack should be used to let everyone know when you are working and how long you will be working each day, in addition to being used as an instant messenger service to communicate with the Team. Slack should be used for quick questions and simple answers throughout the day to reduce the number of emails or phone calls needed. Using Slack is a must for everyone. Quick responses are generally expected unless you are working with another Team member at the time. To effectively communicate within the Team, make sure to provide detailed information anytime a Manager has a question. Providing all the details effectively will reduce time needed to resolve any issues that may arise. Any lengthy communication should be presented concisely in an email and may require a phone call or Teams meeting. Communication is a two way street. The Associate should expect the same level of communication from the rest of their Team!