Senior Trust Accountant

Cadex; Buffalo (NY); Hybrid; USD 50,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Senior Trust Accountant to manage the trust accounting process. This hybrid role involves managing trust funds, preparing invoices, and ensuring compliance with internal controls. Ideal candidates will possess strong analytical skills and have significant experience in accounting, specifically within order to cash management.

Qualifications

• 5 years experience as a senior accountant or business analyst.
• People management experience.
• Experience working with order to cash systems is preferred.

Responsibilities

• Manage and control trust funds.
• Prepare client invoices for collection services.
• Ensure timely remittance of trust funds to clients.

Skills

Advanced Microsoft Excel

Problem-solving

Analytical skills

Communication skills

Education

Bachelor of Science

Tools

NetSuite

Great Plains

Job description

Join to apply for the Senior Trust Accountant role at Cadex

1 month ago Be among the first 25 applicants

Join to apply for the Senior Trust Accountant role at Cadex

Who We Are

Cadex Solutions Corporation is an international holding company formed by Trivest Partners LP to build the premier provider of commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 800 employees serving over 1,000 clients across all industries from locations including the United States, Colombia, Brazil, Romania, Italy, India, Singapore, and South Africa.

Who We Are

Cadex Solutions Corporation is an international holding company formed by Trivest Partners LP to build the premier provider of commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 800 employees serving over 1,000 clients across all industries from locations including the United States, Colombia, Brazil, Romania, Italy, India, Singapore, and South Africa.

Since 2019, Cadex has been putting together a strong portfolio of ARM companies, including

• A.G. Adjustments, formed in 1974 and headquartered in Melville, NY
• D&S Global Solutions, formed in 1997 and fully remote
• ABC-Amega, formed in 1929 and headquartered in Buffalo, NY
• TranSubro, formed in 2012 and headquartered in Oceanside, NY
• DAL, formed in 1974 and headquartered in Clifton Heights, PA
• Insurance Recovery Group, founded in 1994 and headquartered in Marlbourgh, MA.
• Receivables Control Corporation, founded in 1970 and headquartered in Maple Grove, MN.
  
  

This position is a Hybrid position in the US only. Cadex Solutions is currently ONLY hiring in the states of AZ, FL, GA, LA, MA, NH, NY, NC, SC, OH, PA, TX and VT.

This position will be the Senior Trust Accountant for Cadex Solutions, working with one of Cadex’s seven divisions. The role reports directly to the Divisional Controller.

Who You Are

A meticulous and driven individual who has a passion for accounting and numbers. You are one to never miss a detail and has the intuition when to know if something doesn’t look quite right. You can work independently but also collaborate in a team, and can be flexible with variables and change.

What We Need

Cadex is seeking a Senior Trust Accountant to manage the Trust Accounting process for one of Cadex’s seven divisions. Key objectives include:

• Ensure timely and accurate remittance of “trust funds” to clients.
• Invoicing clients for debt collection activities performed.
• Reconciling bank accounts, collection system records, and general ledger accounts.
  
  

Are you interested? Keep reading for the full job description!

OBJECTIVE

Management of the trust accounting process for Cadex Solutions. Cadex is a collection agency. Funds collected they are held in “Trust” until returned to the client. This role manages the trust funds and invoices the client for collections services performed.

Primary Job Duties

• Manage and control “Trust Funds”.
• Perform all accounting duties relating to trust funds, revenue recognition relating to collection activities, fees paid to attorneys etc.
• Prepare client invoices for collection services performed.
• Interact with clients as needed and provide “white glove” treatment to the companies largest clients.
  
  

Secondary Job Duties

Work closely with Divisional Controller on tasks they need assistance with

Hire, train, cross-train, develop and appraise staff; take corrective action as necessary on a timely basis and in accordance with company policy; consult with Human Resources as appropriate

Continuously update and maintain process documentation related to all key tasks

Protect company assets by establishing, monitoring and enforcing sound internal controls

Maintain 100% confidentiality unless legal requirements apply

Provide assistance to other departments and teammates when they are in need

Other Job Duties

This position will perform other duties as requested. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without advanced notice.

SUPERVISORY RESPONSIBILITY

This position supervises several trust accountants.

Internet

• US: Wired Connection: 5 Mbps Download 3 Mbps Upload Ping less than 100 ms
  
  

WORK HOURS

This is a full-time professional leadership position with associated work expectations to mee the demands of the business.

TRAVEL

This role is based out of the Buffalo, NY office. Occasional travel may be required but on a very limited basis.

Required Education And Experience

• Bachelor of science or similar degree.
• 5 years experience working as a senior accountant or business analyst. Order to Cash or similar experience preferred.
• People management experience.
• Process optimization and re-engineering experience preferred.
  
  

Skills Required

• Advanced Microsoft Excel skill. Much of the work requires use of advanced Excel functions and techniques.
• Experience working with order to cash systems.
• Experience working with accounting systems (NetSuite and Great Plains preferred)
• Ability to work with cross functional teams.
• Good problem solving skills.
• Proficient communication and comprehension skills, including professional written and telephone communication
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Attention to detail and accuracy
• Problem-solving and analytical skills
• Ability to apply common sense understanding to carry out instructions furnished in written or oral form.
  
  

Additional Eligibility Requirements/Responsibilities

None required for this position

WORK ENVIRONMENT

This job operates in a professional office setting. This role routinely uses standard office equipment and the noise level in the work environment is usually moderate.

This role is a hybrid role as it relates to working from home. It is generally expected that the candidate will work at least 3 days per week from the Buffalo, NY office.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear. This is a largely sedentary role; however the employee is occasionally required to stand, walk, use hands, and reach with hands and arms. Specific vision abilities required by this job include color vision, depth perception and the ability to adjust focus. Repetitive motion is frequently required.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

EQUAL EMPLOYMENT STATEMENT

Cadex provides equal employment opportunities to all employees without regard to race, color, creed, religion, sex, age, national origin, disability, marital status, familial status, predisposing genetic characteristics, domestic violence victim status, gender identity or expression, pregnancy, sexual orientation or military status.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

Referrals increase your chances of interviewing at Cadex by 2x

Get notified about new Trust Accountant jobs in Buffalo, NY.

Buffalo, NY $50,000.00-$60,000.00 4 weeks ago

Buffalo, NY $55,000.00-$70,000.00 7 months ago

Buffalo, NY $62,000.00-$73,000.00 3 weeks ago

Buffalo, NY $65,000.00-$85,000.00 1 day ago

Buffalo, NY $70,000.00-$90,000.00 3 weeks ago

Senior Staff Accountant ($70K - $74K) Buffalo NY 14228

Buffalo, NY $70,000.00-$74,000.00 4 weeks ago

Amherst, NY $68,000.00-$75,000.00 3 weeks ago

Buffalo, NY $55,000.00-$67,500.00 1 month ago

Buffalo, NY $60,000.00-$90,000.00 3 weeks ago

Tonawanda, NY $76,500.00-$112,200.00 4 days ago

Buffalo, NY $63,000.00-$80,000.00 3 weeks ago

Buffalo, NY $74,000.00-$90,000.00 4 weeks ago

Buffalo, NY $60,000.00-$70,000.00 2 days ago

Buffalo-Niagara Falls Area $70,000.00-$90,000.00 1 hour ago

Buffalo, NY $65,000.00-$85,000.00 21 hours ago

East Aurora, NY $92,000.00-$113,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.