Financial Operations AR Specialist

Onbe; Plano (TX); Hybrid; USD 62,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Unlimited PTO

Job summary

Onbe seeks a Financial Operations AR Specialist to ensure accuracy of financial records and reconcile transactions. You will work with the finance team to maintain standards and drive corrective actions. This hybrid role requires onsite presence in Dallas metro area with travel as needed.

Responsibilities include reconciliations, issue resolution, data entry accuracy, and supporting standard financial reporting while ensuring internal controls and audit readiness.

Qualifications

• Bachelor’s degree in accounting, finance, or related field (or equivalent work experience).
• 3+ years of accounting or bookkeeping experience.
• Proficiency in Microsoft Excel; Great Plains experience is a plus.
• Strong attention to detail and ability to manage multiple tasks.
• Good written and verbal communication.

Responsibilities

• Reconciliations: Perform routine reconciliations of financial records, including bank statements, accounts payable and receivable, and general ledger accounts.
• Issue Resolution: Identify and help resolve basic discrepancies in financial data, escalating more complex issues as needed.
• Data Entry & Accuracy: Ensure accuracy in financial transactions and maintain organized records and supporting documentation.
• Reporting Support: Assist in preparing standard financial reports and summaries for internal use.
• Compliance: Follow internal controls and company policies to support compliance with accounting standards and audit requirements.
• Team Collaboration: Work closely with the finance team and other departments to support day-to-day accounting operations.
• Automation: Explore opportunities for process automation and implement tools or systems to enhance efficiency in reconciliation tasks.

Skills

Attention to detail

Multi-tasking

Written and verbal communication

Regulatory knowledge

Education

Bachelor’s degree in accounting, finance, or related field

Tools

Microsoft Excel

Great Plains

Job description

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!

Summary: As a Financial Operations AR Specialist, you will play a crucial role on the Financial Operations team in ensuring the completeness and integrity of financial records within our organization. Your primary responsibility will be to reconcile financial transactions and accounts, identify discrepancies, and implement corrective actions to maintain the financial health of the company. You will work closely with the finance team to ensure accordance with accounting standards and internal policies.

This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.

Responsibilities:

• Reconciliations: Perform routine reconciliations of financial records, including bank statements, accounts payable and receivable, and general ledger accounts.
• Issue Resolution: Identify and help resolve basic discrepancies in financial data, escalating more complex issues as needed.
• Data Entry & Accuracy: Ensure accuracy in financial transactions and maintain organized records and supporting documentation.
• Reporting Support: Assist in preparing standard financial reports and summaries for internal use.
• Compliance: Follow internal controls and company policies to support compliance with accounting standards and audit requirements.
• Team Collaboration: Work closely with the finance team and other departments to support day-to-day accounting operations.
• Automation: Explore opportunities for process automation and implement tools or systems to enhance efficiency in reconciliation tasks.

Qualifications:

• Bachelor’s degree in accounting, finance, or a related field (or equivalent work experience).
• 3+ years of experience in an accounting or bookkeeping role.
• Familiarity with general accounting principles and basic financial reporting.
• Proficiency in Microsoft Excel; experience with Great Plains is a plus.
• High attention to detail and ability to manage multiple tasks.
• Good written and verbal communication skills.
• Knowledge of regulatory requirements and compliance in the finance and accounting field.

The base salary range for this position is budgeted for $61,740 to $75,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply. #LI-HYBRID

At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.

We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence

Create a Job Alert

Interested in building your career at Onbe? Get future opportunities sent straight to your email.