Accounting Specialist

SGF Global; San Juan (PR); On-site; USD 55,000 - 75,000; Full time

Job summary

SGF Global is seeking an Accounting Specialist to join our Finance & Accounting team in Puerto Rico. You will manage accounts receivable, assist with vendor invoices, and support the monthly close.

The role emphasizes accuracy, data analysis, and collaboration with Sales and Customer Service to resolve billing issues. Qualified candidates have 3–5 years AR experience, a Bachelor’s in accounting/finance, and proficiency with CRM and accounting software.

Qualifications

• Bachelor’s degree in accounting or related field.
• 3–5 years in accounts receivable or similar roles.
• Strong knowledge of accounting principles and reconciliations.
• Proficiency in accounting software and CRM systems.

Responsibilities

• Prepare and issue accurate customer invoices.
• Manage AR processes, monitor aging, resolve discrepancies.
• Process deposits and apply customer payments.
• Reconcile monthly deposits in BPPR account.
• Perform revenue reconciliations for data accuracy.
• Support monthly close with reconciliations and reporting.
• Assist with data extraction, transformation, and reporting.
• Identify automation opportunities to improve efficiency.
• Collaborate with Sales and Customer Service to resolve billing issues.
• Manage vendor invoices and apply tax withholding where applicable.

Skills

Accounts receivable

Financial analysis

Excel data analysis

Data transformation

Analytical thinking

Attention to detail

Bilingual English/Spanish

Education

Bachelor's degree in accounting/finance

Tools

CRM software (Salesforce)

Accounting software

Job description

We are looking for a detail-oriented and analytical Accounting Specialist to join our Finance & Accounting team. In this role, you will contribute to managing accounts receivable processes, supporting vendor invoice receipt and coding, maintaining monthly volume reports, and supporting the monthly accounting close.

Responsibilities

• Prepare and issue accurate and timely customer invoices
• Manage accounts receivable processes, including monitoring aging and resolving discrepancies
• Process deposits and apply customer payments to the appropriate accounts
• Reconcile monthly deposit transactions recorded in the BPPR account
• Perform revenue reconciliations to ensure completeness and accuracy of financial data
• Support the monthly accounting close process, including account reconciliations and reporting
• Assist with financial data analysis, including data extraction, transformation, and reporting
• Identify opportunities to improve processes and leverage automation or AI tools to enhance efficiency
• Collaborate with cross-functional teams (e.g., Sales, Customer Service) to resolve billing and payment issues
• Manage invoice received from vendors, make tax withholding when applicable and code them appropriately according to budget cost structure and chart of accounts
• Create new vendors as needed by other business units

Requirements

• Bachelor’s degree in accounting, Finance, or a related field
• Minimum 3-5 years of experience in accounts receivable or similar accounting functions
• Strong knowledge of accounting principles and reconciliation processes
• Proficiency in accounting software
• Experience working with CRM systems (e.g., Salesforce or similar platforms)
• Intermediate to advanced proficiency in Microsoft Excel, including data analysis and transformation (e.g., pivot tables, lookups, data modeling)
• Ability to leverage AI tools to enhance productivity and data analysis
• Strong analytical, problem-solving, and organizational skills
• Excellent attention to detail and accuracy
• Fully bilingual (English and Spanish)

Preferred Qualifications

• Experience in financial data analysis or business intelligence support
• Familiarity with automation tools and process improvement initiatives
• Ability to work independently while managing multiple priorities in a dynamic environment

Who We Are

SGF Global is an integrated talent solutions provider, offering staffing, recruitment, Employer of Record (EOR), nearshore, and consulting services across a wide range of industries in 35 countries. We’re a dynamic, people-first organization where fresh ideas are always welcome. Our culture is built on collaboration, innovation, and a genuine passion for helping people grow. At SGF Global, smiles are part of the dress code, and every voice matters.

Are you looking to join an organization where your ideas are valued, your growth is supported, and your work makes a global impact? We’re always looking for talented individuals who are ready to make a difference.