Accounts Payable Specialist - Charlotte, United States - Certinia

Description

WHO WE ARE

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.

The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility.

Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures.

For more information, visit


THE ROLE

Reporting to the Accounts Payable Manager, the Accounts Payable Specialist plays a critical role in the company's accounting, treasury, procurement, and A/P cycles.

Account Payable Specialist is responsible for ensuring timely and accurate payment and expense reporting processes, compliance with procurement and expense policies, and assisting with end-of-month Accounts Payable and General Ledgers.

This role must work dynamically and communicate efficiently and effectively with all internal departments and external customers.


WHAT YOU WILL DO IN THIS ROLE

• Manage full-cycle AP workflow from timely and accurate processing of incoming AP invoices; this includes 3-way matching, coding and entering invoices, and processing vendor payments.
• Analyze accounts payable monthly invoices for accrual estimate, including monthly communication with vendors for current monthly invoicing/estimates.
• Work closely with Procurement Analyst to ensure proper and timely processing of purchase order and non-purchase order invoices.
• Review and approve expense reports based on the company's T&E policy and serve as primary contact for all-expense report inquiries.
• Book cash entries/journals for company payments, including monthly GL close journals and payable invoice journal entries related to intercompany.
• Perform flux analysis of various vendors and GL accounts in support of the end-of-month closing process.
• Reconcile various balance sheet accounts monthly, including managing and updating schedules.
• Serve as point of contact for credit cardholders to resolve credit card holds, charge inquiries, fraud alerts, etc.
• Support Finance team during Audit by providing supporting detail and answering questions related to Accounts Payable functions.
• Prepare, issue and file 1099s in compliance with the IRS regulations.
• Participate in initiatives to improve department processes by leveraging technology, documenting workflows, and bringing new ideas to the table.
• Communicate effectively with managers and peers across the company as needed, providing education and guidance on policies including procurement, expense reimbursements, and accounts payable
• To function as a team lead as needed by the department manager.
• Ad hoc projects and research as assigned by the manager.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

• Degree in accounting or business-related degree or equivalent work experience
• Minimum of 3 years related work experience in accounting, preferably with bank accounts and general ledger reconciliations, receivables, and payables
• Good working knowledge of overall Microsoft business suite, specifically Excel (pivot tables, VLOOKUP), PowerPoint, and Word
• A proactive, self-directed approach with the ability to multi-task, think creatively, and learn quickly in a fast-paced environment
• Exceptional organizational skills, detail-oriented mindset, and a high sense of urgency.
• Strong work ethic
• Excellent and effective verbal and written communication skills, comfortable interacting with all levels of the organization
• Team-oriented with a positive attitude and a fit in our fast-paced, inclusive culture

WHAT ELSE WOULD BE GREAT

• Experience with Navan and Salesforce
• Good working knowledge of overall Google business suite, including sheets, Docs & Gmail

Salary Range:
$52,800 - $72,600

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