Accounting Operations Processor

AE Perkins; Town of Texas (WI); Remote; USD 57,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

401(k) Matching

Flexible Spending Accounts

Health Savings Accounts

Disability & Life Insurance

Employee Assistance Program

LegalShield

ID Shield

Commuter Reimbursement Plan

Tuition Reimbursement

Bonus Pay

Job summary

AE Perkins is seeking an Accounting Operations Processing Specialist to assist in accounts payable, accounts receivable, and other critical accounting operations. You will support bank lockbox processings, exception funding, COBRA and HSA transactions, and collaborate on special projects with the Director of Accounting Operations.

The role requires a minimum of 2 years with a TPA, and a Bachelor's or Associate degree in accounting/finance or related field.

Qualifications

• Minimum of 2 years of experience with a Third-Party Administrator (TPA)
• Bachelor's degree in Accounting or Finance preferred; minimum of an Associate's degree in a related field is required

Responsibilities

• Assist with ticketing queues, accounts payable, accounts receivable, and collection processes to ensure financial accuracy and efficiency (Intermediate)
• Manage bank lockbox processing activities, ensuring timely and accurate application of funds (Intermediate)
• Handle exception funding processes, identifying discrepancies and ensuring proper resolutions (Intermediate)
• Oversee Health Savings Account (H.S.A.) transactions, maintaining compliance with regulations and internal policies (Intermediate)
• Oversee COBRA payments and mail/email, maintaining compliance with regulations and internal policies (Intermediate)
• Execute stop payment entries as needed, ensuring proper documentation and communication (Beginner)
• Collaborate with the Director of Accounting Operations on special projects and process improvement initiatives (Intermediate)

Skills

Accounts payable/receivable

Financial acumen

Technical proficiency

Communication skills

Problem-solving

Attention to detail

Education

Bachelor's degree in Accounting or Finance

Associate's degree in related field

Tools

Banking systems

Job description

Candidate Authenticity Statement

We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.

This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.

Remote-First with In-Person Training:

This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.

POSITION SUMMARY:

The Accounting Operations Processing Specialist supports the Accounting Operations team by assisting in various financial processes and collaborating with the Director of Accounting Operations on projects and process improvements. This role involves hands‑on involvement with accounts payable, accounts receivable, and other critical accounting operations.

PRINCIPAL DUTIES & RESPONSIBILITIES: (Core Competencies)

• Accounts Payable and Receivable Support: Assist with ticketing queues, accounts payable, accounts receivable, and collection processes to ensure financial accuracy and efficiency (Intermediate).
• Bank Lockbox Processing: Manage bank lockbox processing activities, ensuring timely and accurate application of funds (Intermediate).
• Exception Funding Management: Handle exception funding processes, identifying discrepancies and ensuring proper resolutions (Intermediate).
• HSA Processing: Oversee Health Savings Account (H.S.A.) transactions, maintaining compliance with regulations and internal policies (Intermediate).
• COBRA Processing: Oversee COBRA payments and mail/email, maintaining compliance with regulations and internal policies (Intermediate).
• Stop Payment Entries: Execute stop payment entries as needed, ensuring proper documentation and communication (Beginner).
• Project Support and Process Improvement: Collaborate with the Director of Accounting Operations on special projects and contribute to process improvement initiatives (Intermediate).

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Product Knowledge: Solid understanding of core products, including FSA, HRA, COBRA, and H.S.A. (Intermediate).
• Financial Acumen: Ability to read and comprehend financial ledgers, with a fundamental understanding of banking operations and processes (Intermediate).
• Technical Proficiency: Proficient in navigating banking websites and using various financial systems (Intermediate).
• Communication Skills: Comfortable communicating effectively with internal departments and external entities through email, phone, and video (Intermediate).
• Problem-Solving: Ability to troubleshoot financial discrepancies and work collaboratively to find solutions (Intermediate).
• Attention to Detail: High attention to detail, ensuring accuracy and consistency in all accounting tasks (Advanced).

CREDENTIALS & EXPERIENCE:

• Experience: Minimum of 2 years of experience working with a Third-Party Administrator (TPA) is required.
• Education: Bachelor's degree in Accounting or Finance preferred; minimum of an Associate's degree in a related field is required.

NOTE: This position pays between $57,000.00 - $60,000.00 annually plus bonus potential.

BENEFITS

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment.

ADDITIONAL BENEFITS INCLUDE:

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!