Accounting Specialist
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .
Section 1: Position Summary
This position is primarily responsible for supporting various business lines and timely and accurate support of cash application and collections.
Section 2: Job Functions Essential Duties and Responsibilities
- Work closely with the finance coordinators to understand the impact of day to day processing
- Review of daily cash posting balancing and approval
- Review monthly unapplied reports and client refunds
- Review AR cash monthly close process
- Monitor day to day collection process
- Review monthly aged receivable
- Assist with AR and collection set-up on new acquisitions
- Interface with internal and external audit
- Complete special projects for manager and other financial functions within the department as required
- Comply with Sox audit requirements
- Support year end external audit
- Perform other duties and special projects as assigned
Supervision
- N/A
Section 3: Experience Skills Knowledge Requirements
- Bachelors or associates degree preferred in Business Administration or related discipline
- Minimum 2 years business related experience
- Prior Supervisory position held a plus
- Strong analytical skills
- Detailed / Result oriented
- Proficient in Microsoft Word / Excel
- Knowledge of Lawson Billing System a plus
- Strong written and verbal communication skills
- Ability to handle multiple priorities and meet deadlines
- Strong interpersonal skills with internal and external clients
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.
Required Experience:
IC
Key Skills
- Account Payable
- Invoicing
- Journal Entry
- Data Entry
- Accounting & Finance
- Tax Returns
- QuickBooks
- General Ledger Accounting
- Microsoft Excel
- Reporting
- Payroll
- Financial statement
- Account Receivable
- ACCA
- CPA
About Company
Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.
