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Job Summary: The Business Services and Outsourcing (BSO) Paraprofessional is responsible for organizing, coordinating and processing accounts payable data for clients utilizing a cloud based accounts payable program that integrates to accounting programs such as QuickBooks and Intacct, as well as completing bookkeeping on basic accounting tasks utilizing client records. This position also performs administrative duties that support the BSO department processes and procedures. Job Duties:
- Uses software programs to organize, coordinate and process accounts payable data for clients that include but are not limited to Bill.com, QuickBooks, Intacct., Microsoft Office Suite and Adobe PDF
- Processes vendor payments efficiently, accurately and consistently with procedures established
- Collects Form W-9s for client vendors and assists in preparing and filing of Form 1096 and Form 1099 at year end
- Responds to client requests regarding matters related to the Accounts Payable function
- Assists with vendor follow-up calls
- Maintains files in GoFileRoom in an organized and consistent manner
- Complies with all Firm policies, standards and BSO client procedures
- Meets internal deadlines to match the client expectations for timely delivery of service and ensures client data is collected and processed in a timely manner to comply with payment deadlines and filing requirements
- Other duties as required
Supervisory Responsibilities:
Qualifications, Knowledge, Skills, and Abilities: Education:
- Relevant course work toward an Associate or Bachelor degree in Accounting or Finance, preferred
Experience:
- Two (2) or more years of industry related experience in a professional services firm, required
- Experience with accounts payable processing and bookkeeping, preferred
License/Certifications:
Software:
- Advanced level of proficiency in Microsoft Office Suite, required
- Advanced proficiency in QuickBooks, preferred
- Proficient with Bill.com, Intacct, and Adobe PDF, preferred
Other Knowledge, Skills & Abilities:
- Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail
- Ability to successfully multi-task while working independently or in coordination with other professionals
- Ability to understand and maintain the confidentiality of all information
- Excellent interpersonal skills with the ability to relate with diverse personalities in a tactful and mature manner
- Excellent written and verbal communication skills
- Ability to respond tactfully and professionally in high demand situations
- Ability to takes ownership of work and completes tasks in a timely manner
- Ability to prioritize and meet both client and departmental demands
- Ability to check their own work to eliminate errors and rework
- Follows procedures and communicates issues and status to multiple supervisors
- Ability to efficiently process data using strong technology skills
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