About the Role:

The Financial Accounting Specialist supports the Accounting Department by reviewing financial statements, researching accounting-related questions, coordinating financial transactions, and assisting with budget preparation. Reporting to the VP of Accounting, this role helps maintain financial accuracy, resolve accounting discrepancies, and provide reliable information to internal team members and clients.

The ideal candidate has strong attention to detail, sound analytical and research skills, and the ability to communicate effectively through both verbal and written channels. This position requires someone who can manage sensitive financial information responsibly, exercise good judgment, and work confidently with accounting systems and banking platforms.

Key Responsibilities:

• Review financial statements and supporting documentation to identify errors, inconsistencies, and discrepancies.
• Communicate verbally and in writing with internal team members to discuss financial adjustments and resolve accounting questions.
• Research accounting-related questions from clients and internal team members and provide accurate, well-supported answers.
• Facilitate monetary transfers and banking transactions while following established procedures and authorization requirements.
• Assist with the preparation, review, and maintenance of budgets.
• Investigate financial discrepancies and collaborate with the appropriate team members to determine necessary corrections.
• Maintain accurate financial records and documentation related to accounting activities and transactions.
• Use accounting systems and other financial tools to complete tasks efficiently and accurately.
• Spend approximately 25–50% of the shift on the phone, communicating with internal team members and addressing accounting-related questions.

Qualifications & Skills:

Important Skills:

• Strong attention to detail and financial accuracy.
• Knowledge of accounting principles and financial statement review.
• Analytical thinking and problem-solving abilities.
• Research skills and the ability to interpret accounting information.
• Effective verbal and written communication skills.
• Ability to explain financial information clearly to internal team members and clients.
• Familiarity with budgeting, banking transactions, and financial processes.
• Strong computer proficiency and ability to learn new industry-specific software.
• Ability to handle confidential financial information responsibly.
• Strong organizational skills and the ability to manage multiple priorities.

Ideal Personality & Mindset:

• Detail-oriented: Carefully reviews financial information and ensures transactions and records are accurate.
• Analytical: Approaches accounting questions logically and investigates discrepancies thoroughly.
• Proactive: Takes initiative to research questions and identify solutions rather than waiting for direction.
• Dependable: Handles financial responsibilities with consistency, accountability, and professionalism.
• Collaborative: Communicates effectively with internal team members and works toward shared financial goals.
• Resourceful: Uses available resources to research accounting issues and provide well-informed answers.
• Adaptable: Learns new accounting systems, software, and processes quickly.
• Professional: Exercises sound judgment when handling sensitive information and communicating financial matters.

Tools & Technologies:

• Accounting and financial reporting software.
• Banking platforms and transaction systems.
• Budgeting and financial documentation tools.
• Email and telephone communication platforms.
• Industry-specific software and internal systems.

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment:

• Days: Monday–Friday
• Hours: 8:30 AM–5:00 PM Pacific Time
• Department: Accounting
• Reports To: VP of Accounting
• Work Environment: Accounting-focused role involving financial statement review, research, banking transactions, budgeting, and regular communication with internal team members and clients.

Compensation:

• Starting at $5/hour depending on experience.
• All raises and bonuses are at the discretion of the client.