Accounting Specialist

Description

As an Engage Fi employee, you can expect:

• To work with an amazing and collaborative team
• To create and innovate in your role and see the impact you make on the business and client experience
• To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
• All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
• To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

• Competitive pay, incentive programs, 401k matching
• Unlimited time off plus 11 paid holidays
• Medical, dental, and vision health plans with FSA or HSA options
• Opportunities to volunteer and give back to the communities we serve
• Paid remote work expenses
• Career development, trainings, continuous learning, and employee recognition
• Team engagement events and activities
• Culture of growth and continuous improvement
• A great place to work

About Us:

Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com

Position Summary:

The Accounting Specialist plays a critical role in the financial operations of the organization. This position is responsible for various accounting tasks, ensuring accuracy, compliance, and efficiency in financial transactions and reporting. The Accounting Specialist reports directly to the Team Lead, Accounting Operations and collaborates closely with other members of the finance team.

Essential Functions:

• Financial Record Keeping: Maintain accurate and up-to-date financial records including accounts payable, accounts receivable, general ledger entries, and expense reimbursements.
• Accounts Payable: Process vendor invoices, verify accuracy, and ensure timely payments. Resolve discrepancies and inquiries from vendors.
• Accounts Receivable: Generate customer invoices, monitor accounts receivable aging, and follow up on overdue payments. Coordinate with internal teams to resolve billing issues.
• Bank Reconciliation: Perform regular bank reconciliations to ensure accuracy between bank statements and accounting records.
• Month-End Close: Assist in the month-end closing process by preparing journal entries, reconciling accounts, and generating financial reports.
• Financial Reporting: Assist in the preparation of financial statements, variance analysis, and other ad hoc financial reports as required.
• Compliance: Ensure compliance with accounting principles, company policies, and relevant regulations. Stay updated on changes in accounting standards and regulations.
• Audit Support: Provide support during internal and external audits by preparing documentation, responding to inquiries, and addressing audit findings.
• Process Improvement: Identify opportunities for process improvements and efficiency gains within the accounting function. Implement best practices to streamline processes and enhance accuracy.
• Cross-Functional Collaboration: Collaborate with other departments such as procurement, sales, and operations to address financial issues, provide support, and ensure alignment with organizational goals.

Requirements

Required Skills & Competencies:

• Highly adaptable in a dynamic and fast-paced environment
• Excellent organizational skills and exceptional attention to detail
• Excellent written and oral communication skills
• Excellent team player, self-starter, and the ability to work independently
• Ability to anticipate work needs and interact professionally with clients and team members
• Ability to identify priorities and meet deadlines

Required Education and Experience:

• Bachelor's degree in Accounting, Finance, or related field
• 2+ years of experience in accounting or finance roles
• Strong understanding of accounting principles and practices
• CPA certification (preferred but not required)
• Proficiency in Microsoft Office Suite
• Experience with QuickBooks, NetSuite, HubSpot or Bank of America CashPro a plus 

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Position Type/Expected hours of Work:

• Full Time / 40 hours per week

Location:

• Remote 

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.

EEO Statement:

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.