Accounting Specialist responsible for managing client portfolios and delivering financial reports. Engaging in payroll processing, reconciliations, and maintaining strong client relationships at Elevated Advisory & Accounting.
About the role
- Operational Accounting Associate IV reconciling GL accounts for M&T Bank in a hybrid role. Leading projects, mentoring staff, and ensuring accurate financial reporting to compliance standards.
Responsibilities
- Reconciliation of assigned GL accounts and DDAs timely and accurately
- Identify out of balance conditions and unusual or aged items in assigned accounts
- Research of complex issues
- Lead projects
- Timely and accurate reconciliation / reporting of assigned portfolio activity to Finance / Audit / SOX
- Gather and research data to prepare routine accounting reports
- Perform problem resolution around more complex issues
- Communicate with internal cross-functional areas, business partners and investors
- Provide input regarding updates to procedures due to changes in process or accounting requirements
- Participate in responsibilities associated with new business initiatives
- Mentor and train less experienced staff
Requirements
- Bachelor’s Degree in financial field
- 4 years of relevant work experience in lieu of a higher education degree
Benefits
- Health insurance
- Retirement plans
- Forty hours of paid volunteer time each year
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