Junior Accounting/Finance Specialist

Taiber Kosmala & Associates; Chicago (IL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Job summary

Taiber Kosmala & Associates seeks a Junior Accounting/Finance Specialist to support billing, A/P-A/R, and FP&A workflows. The role may be hourly part time or potentially full time depending on qualifications. Compensation is commensurate with experience.

The ideal candidate has a Bachelor’s degree in accounting/finance and 1–3 years of experience, with strong attention to detail and proficiency in Microsoft Office and Orion Portfolio Accounting.

Qualifications

• Bachelor’s degree in accounting/finance is required.
• 1–3 years of accounting or finance experience.
• Experience with Orion Portfolio Accounting preferred.
• Strong attention to detail and accuracy.
• Excellent time management and organizational skills.
• Proficient in Excel, Word, Outlook, and Teams.

Responsibilities

• Maintain and process monthly/quarterly billing using Orion.
• Assist with monthly/quarterly payables report distribution.
• Process ad hoc billing requests accurately and timely.
• Assist CEO with financial reporting and analysis.
• Transition and document recurring CFO workflows.
• Manage and monitor accounts receivable to keep accounts current.
• Provide prompt, professional responses to customer inquiries.

Skills

Attention to detail

Time management

Written and verbal communication

Education

Bachelor’s degree in accounting and/or finance

Tools

Orion Portfolio Accounting

Microsoft Office Suite

Job description

Junior Accounting/Finance Specialist

Job Summary

The role of Junior Accounting/Finance Specialist, encompasses a variety of internal finance-oriented workflows across billing systems, A/P-A/R, and a variety of FP&A functions. This position may be structured as hourly part time or potentially full time depending on qualifications. Compensation is commensurate with level of qualifications and experience.

Responsibilities

• Maintain and process monthly and quarterly billing using Orion portfolio accounting software for investment platform accounts.
• Assist with monthly and quarterly payables report distribution to intermediary clients and managers.
• Process day-to-day ad hoc final billing requests for investment platform accounts accurately and in a timely manner, escalating discrepancies as needed.
• Assist CEO with financial reporting and analysis initiatives.
• Transition and documentation of recurring fractional CFO workflows to internal management.
• Manage and monitor accounts receivable to ensure accounts remain current.
• Provide timely, professional, and accurate responses to customer inquiries and concerns.

Qualifications

• Bachelor’s degree in accounting and/or finance required
• 1-3 years of previous accounting or finance experience
• Experience with Orion Portfolio Accounting billing system strongly preferred
• Exceptional attention to detail and accuracy
• Strong time management and organizational skills
• Written and verbal communication skills
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams)

Benefits

Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.