Accounts Payable Specialist

Mission Wealth; Santa Barbara (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron’s Top 100 RIA firm, is hiring a growth-minded Accounts Payable Specialist to join our award-winning team in Santa Barbara. The role supports vendor invoicing, payments, and month-end close, leveraging Ramp, QuickBooks, and Salesforce to maintain accurate financial records.

The ideal candidate has 3+ years in accounts payable, strong Excel skills, and a detail-oriented, service-focused approach.

Qualifications

• 3+ years of accounts payable or related experience preferred.
• Experience with Ramp, QuickBooks, and Salesforce is highly preferred.
• Associate's or bachelor's degree in Accounting, Finance, Business, or a related field preferred; equivalent relevant experience will be considered.

Responsibilities

• Review, code, and process vendor invoices accurately and in a timely manner.
• Manage accounts payable workflows and expense-related activities within Ramp, including coding and processing corporate credit card transactions.
• Record and maintain accurate accounts payable transactions within QuickBooks.
• Utilize Salesforce to access and maintain relevant information and support cross-functional workflows.
• Review invoices for appropriate documentation, coding, and approvals prior to payment.
• Prepare and process vendor payments in accordance with established company procedures.
• Maintain accurate vendor records and supporting documentation.
• Reconcile vendor statements and research and resolve discrepancies.
• Respond promptly and professionally to vendor inquiries regarding invoices and payments.
• Partner with internal departments to resolve invoice, coding, approval, and payment issues.
• Review employee expense and reimbursement submissions, verify supporting documentation and coding for accuracy and compliance with the company’s internal expense policy, and submit approved reimbursements for processing.
• Reconcile accounts payable activity and assist with month-end close.
• Support the preparation of accruals and other accounts payable-related journal entries, as needed.
• Maintain appropriate documentation and adhere to established internal controls and approval procedures.
• Support internal and external audit requests by gathering invoices, payment records, approvals, vendor documentation, and other accounts payable support as needed.
• Assist with year-end vendor reporting, including Form 1099 preparation and processing.
• Help maintain consistency and accuracy of information across Ramp, QuickBooks, and Salesforce.
• Prepare and send a limited volume of manual client invoices, currently approximately 20–40 invoices per quarter.
• Coordinate with advisors to confirm billing details, resolve questions, and support timely and accurate invoicing for these accounts.
• Identify opportunities to streamline accounts payable workflows and improve efficiency.
• Support the Director of Finance and Accounting team with special projects and other responsibilities as needed.

Skills

Accounts payable

Excel

Attention to detail

Communication

Problem solving

Education

Associate or Bachelor's degree in Accounting/Finance/Business

Tools

Ramp

QuickBooks

Salesforce

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Accounts Payable Specialist to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is an accounting professional with hustle and a few years of experience working in an accounts payable role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to accounting. If you can articulate your proven success in an accounts payable position, we want to hear from you ASAP!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Key Responsibilities

• Review, code, and process vendor invoices accurately and in a timely manner.
• Manage accounts payable workflows and expense-related activities within Ramp, including coding and processing corporate credit card transactions in accordance with the company’s internal expense policy.
• Record and maintain accurate accounts payable transactions within QuickBooks.
• Utilize Salesforce to access and maintain relevant information and support cross-functional workflows.
• Review invoices for appropriate documentation, coding, and approvals prior to payment.
• Prepare and process vendor payments in accordance with established company procedures.
• Maintain accurate vendor records and supporting documentation.
• Reconcile vendor statements and research and resolve discrepancies.
• Respond promptly and professionally to vendor inquiries regarding invoices and payments.
• Partner with internal departments to resolve invoice, coding, approval, and payment issues.
• Review employee expense and reimbursement submissions, verify supporting documentation and coding for accuracy and compliance with the company’s internal expense policy, and submit approved reimbursements for processing.
• Reconcile accounts payable activity and assist with month-end close.
• Support the preparation of accruals and other accounts payable-related journal entries, as needed.
• Maintain appropriate documentation and adhere to established internal controls and approval procedures.
• Support internal and external audit requests by gathering invoices, payment records, approvals, vendor documentation, and other accounts payable support as needed.
• Assist with year-end vendor reporting, including Form 1099 preparation and processing.
• Help maintain consistency and accuracy of information across Ramp, QuickBooks, and Salesforce.
• Prepare and send a limited volume of manual client invoices, currently approximately 20–40 invoices per quarter.
• Coordinate with advisors to confirm billing details, resolve questions, and support timely and accurate invoicing for these accounts.
• Identify opportunities to streamline accounts payable workflows and improve efficiency.
• Support the Director of Finance and Accounting team with special projects and other responsibilities as needed.

Qualifications

• 3+ years of accounts payable, accounting, bookkeeping, or related experience preferred.
• Experience with Ramp, QuickBooks, and Salesforce is highly preferred.
• Associate's or bachelor's degree in Accounting, Finance, Business, or a related field preferred; equivalent relevant experience will also be considered.
• Experience supporting billing or accounts receivable activities is helpful but not required.
• Working knowledge of accounts payable processes and basic accounting principles.
• Strong proficiency with Microsoft Excel and other Microsoft Office applications.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time-management skills.
• Ability to manage multiple priorities and consistently meet deadlines.
• Strong analytical and problem-solving skills, particularly when researching discrepancies or reconciling transactions.
• Strong written and verbal communication skills.
• Ability to learn and navigate technology platforms efficiently.
• Ability to handle confidential financial and business information with discretion.

What we are looking for

• Takes ownership of responsibilities and follows through on commitments.
• Has a strong eye for detail and enjoys keeping financial records accurate and organized.
• Is comfortable working daily across Ramp, QuickBooks, Salesforce, and Excel.
• Can investigate discrepancies and independently work toward solutions.
• Communicates professionally and provides excellent service to employees and vendors.
• Works effectively both independently and collaboratively.
• Is adaptable and comfortable working in a technology‑driven environment.
• Looks for opportunities to improve processes while maintaining strong financial controls.
• Brings a positive, dependable, and service-oriented approach to the team.

Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Santa Barbara. This is an in-office position.

Salary: $70,000 base, plus $20,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.