JOB DESCRIPTION - HCW Employee Benefit Services

JOB DESCRIPTION

Accounting Clerk

The Accounting Clerk is a part time role (20-25 hours per week) and supports the Accountant in helping to prepare financial statements. The person in this role must have knowledge of GAAP, excel, and QuickBooks.

Essential Duties and Responsibilities include the following:

? Compiles accounts payable owed by the company to vendors, suppliers, or other organizations/individuals. Prepares and remits payment and maintains all transaction records.

? Maintains relationships with vendors and addresses vendor issues on behalf of the company.

? Records payments, commissions and bonuses; solicits payment from clients on overdue accounts.

? Tracks commission splits on all clients by running a commission report; Establishes payment plan, and updates employee records as required.

? Other duties may be assigned to meet business needs.

Qualification/Requirements:

? Requires a bachelor's degree in area of specialty, and 1-2 years of experience in the field or commensurate experience (3-4 years). Familiarity with a variety of accounting concepts, practices, and procedures.

? Exhibits sound judgment and discretion. ? Good math skills and ability to apply concepts such as fractions, percentages,

ratios, and proportions to practical situations. ? Highly self motivated, achievement oriented with the ability to work in teams. ? Good communication skills, verbal and written. ? Good grammar skills, verbal and written. ? Excellent computer and keyboarding skills, demonstrated proficiency with

Microsoft Office and QuickBooks. ? Excellent customer service skills (friendly, courteous and helpful).

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Knowledge: ? Knowledge and ability to use QuickBooks ? Knowledge of the organization, employees and their roles ? General knowledge of accounting procedures and GAAP ? Knowledge of internal processes

Skills: ? Time management- attends to and self- manages the completion of a broad range of recurring activities such as monthly and weekly reports ? Organization- keeps track of and arranges a variety of pieces of information such as accounts payable, accounts receivable, reporting requirements, and financial data ? Accuracy- accurately and precisely enters data and prepares reports ? Communication skills both verbal and written- successfully functions as a liaison with vendors and employees ? Mathematical- applies basic mathematical concepts including the use of formulas to analyze data ? Multi-task- attends to and prioritizes multiple activities and deadlines

Attributes: ? Integrity- maintains the confidentiality of employee and financial information; Represents all information honestly and truthfully; behaves ethically and upholds the organization's core values ? Collaborative- works to find common ground among team members and solve problems for the good of the company; shows flexibility when dealing with different personalities and requests ? Detail-oriented- accurately attends to and organizes large amounts of detail ? Accurate- precisely enters data and reports on information ? Ability to deal with routine tasks- completes routine tasks such as commission tracking, accounts payable, and accounts receivable

Tools: ? QuickBooks- uses QuickBooks daily to manage all financial aspects of the organization such as accounts payable, accounts receivable, financial reporting, and connections to other financial tools such as ADP; has a high level of proficiency in the features and functions of QuickBooks ? Excel- uses Excel for data management and reporting purposes; strong ability to use the features and functions of Excel ? Commission Tracker- tracks commission splits for all clients; has a high level of proficiency in the features and functions of Commission Tracker ? SalesLogix- tracks tasks/appointments and organization of activities.

Revised 4/13 SZ Accounting Clerk | JOB DESCRIPTION 2

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