Accounting Technician: Portfolio & Reporting Specialist

SDI International; United States; On-site; USD 45,000 - 60,000; Full time

Job summary

A financial services company in the United States is seeking an Accounting Technician to manage a diverse financial portfolio including general, trust fund, and professorship accounts. The ideal candidate will have strong analytical and problem-solving skills, effective communication abilities, and proficiency in Microsoft Excel. This role involves maintaining accurate accounting records and preparing financial reports, making it essential for candidates to pay close attention to detail and work collaboratively within a team.

Qualifications

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.

Responsibilities

• Manage and oversee a portfolio of accounts including general accounts and trust funds.
• Maintain accounting records with high accuracy.
• Prepare and generate financial reports for managers and faculty.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Organizational skills

Communication skills

Proficiency in Microsoft Excel

Education

Associate's or Bachelor's degree in Accounting or related field

Tools

Financial accounting systems

Job description

A financial services company in the United States is seeking an Accounting Technician to manage a diverse financial portfolio including general, trust fund, and professorship accounts. The ideal candidate will have strong analytical and problem-solving skills, effective communication abilities, and proficiency in Microsoft Excel. This role involves maintaining accurate accounting records and preparing financial reports, making it essential for candidates to pay close attention to detail and work collaboratively within a team.