Senior Accountant -Billing and Reconciliation Controller Track

Roundtable; Porterville (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Roundtable is seeking an Accounting Analyst to perform day-to-day accounting and administrative support in a fast-paced print manufacturing setting in Porterville, CA. You will ensure accurate invoicing, collaborate with purchasing and sales teams, and support AR activities to maintain timely cash flow.

The role emphasizes detail orientation, problem solving, and familiarity with Sage 50. On-site work with potential for growth into leadership roles is encouraged.

Qualifications

• Detail oriented and analytical with strong critical thinking to understand the numbers.
• Problem solving mindset; investigate inconsistencies across departments.
• Experience with Sage 50 or other accounting software is a plus.
• Strong Excel skills: Filters, Pivot Tables, Xlookup, CSV uploads.
• Experience with CA sales tax guidelines and Adobe Acrobat binders.

Responsibilities

• Post invoices accurately and align them with accrual-based pass-through costs (freight, postage).
• Assemble documentation for customer invoices (Bills of Lading, packing lists, freight charges, postage receipts).
• Generate invoices within 5 days of shipping and track jobs.
• Create customer invoices in Sage with supporting documents; email invoices and track payments.
• Coordinate with Purchasing/Inventory to track purchases and billing on envelopes and items.
• Provide A/R ledgers to sales and assist in collections as needed.
• Review Monthly statements using Sage 50 and mail/email invoices and statements.
• Liaise with Credit Manager and shipping department for pre-production credit checks.
• Perform month-end tie-outs, reconciliations, and audit support.
• Maintain petty cash records and assist in other accounting tasks as needed.

Skills

Detail oriented

Analytical thinking

Problem solving

Excel

Outlook/Microsoft Office

English aptitude

Education

Bachelor's degree in Accounting

Tools

Sage 50

Job description

Purpose

The Accounting Analyst provides day-to-day accounting and administrative support in a fast-paced print manufacturing environment where accuracy, curiosity, and practical problem solving are essential. This role is ideal for someone who enjoys digging into details, identifying discrepancies, asking thoughtful questions, and working with job coordinators, purchasing, and sales teams to ensure timely, accurate preparation of invoices for the company’s business forms and election customer base.

Description

Accounting Analyst

Purpose

The Accounting Analyst provides day-to-day accounting and administrative support in a fast-paced print manufacturing environment where accuracy, curiosity, and practical problem solving are essential. This role is ideal for someone who enjoys digging into details, identifying discrepancies, asking thoughtful questions, and working with job coordinators, purchasing, and sales teams to ensure timely, accurate preparation of invoices for the company’s business forms and election customer base.

Successful analysts demonstrating the required skills and experience may be considered for the Controller position.

Job Duties

Accounting

• Assure proper posting of invoices, and their alignment with accrual-based pass-through costs such as freight and postage.
• Assemble all documentation necessary to prepare customer invoices (i.e., Bills of Lading, packing lists, freight charges, postage receipts, and job envelopes).
• Generate invoices within 5 days of shipping, tracking all jobs and exercising excellent time management.
• Issue postage deposit invoices by creating customer invoices in Sage accounting system with required supporting documents; email invoices, track payments and associated USPS log reconciliations.
• Work closely with Purchasing/Inventory control to track product purchases and billing on envelopes and other items as needed.
• Provide A/R and invoice ledgers to the sales team; assist in collections upon request from Sales.
• Review and send Monthly statements using Sage 50 accounting software.
• Mail or email customer invoices and statements.
• Work with Credit Manager, customer service team, and shipping department regarding pre-production credit checks.
• Advanced reconciliations.
• Discrepancy research.
• Month end tie outs.
• Audit support.
• Petty cash reconciliation.
• Manual check register and entry.
• Liaison to customer service department during busier times.
• All other duties as assigned.

Reporting Relationships

• Reports to: Chief Financial Officer for all accounting functions.
• Assist local office manager in all accounting related areas, or others as needed.
• Assist Coordinator Lead to check accounting work in that department, prior to invoicing.

Qualifications

• Problem-solving mindset with the ability to investigate inconsistencies, connect information across departments, and follow through until issues are resolved accurately.
• Detail oriented and analytical, with strong critical thinking skills and a desire to understand the “why” behind the numbers.
• Prior accounting experience in a print environment is a plus, but not necessary.
• Prior experience using Sage 50 or other accounting software is a plus, but not necessary.
• Strong Excel skills: Filters, Pivot Tables, Xlookup, conversion to CSV format for software uploads.
• Solid understanding of accounting debits and credits.
• Experience with CA sales tax guidelines.
• Experience with creating Adobe Acrobat Binders.
• Customer account maintenance.
• Working knowledge of Outlook email and Microsoft Office.
• Must be exceptionally well organized with the ability to multitask in a fast-paced environment.
• Excellent math and English aptitude.
• Strong character that thrives under pressure with a love of supporting a highly motivated and productive team.
• Desire for upward mobility by taking on new tasks with enthusiasm.

Physical Environment

• Ability to work overtime and weekends as needed.
• Moderate lifting up to 10 pounds.
• Sitting for long periods of time.
• Regular use of hands and fingers to keyboard and operate office equipment and telephones.

Requirements

Bachelor’s degree in Accounting required; however, an equivalent combination of education and relevant accounting experience totaling at least four (4) years may be considered.

Must be able to work on site at our Porterville location.