Staff Accountant

Apollon Wealth Management; Mount Pleasant (SC); On-site; USD 52,000 - 66,000; Full time

Job summary

Apollon Wealth Management seeks a Staff Accountant to join the finance team in Mount Pleasant, SC. The role reports to the Controller and is exempt. You will manage accounts payable, maintain vendor records, perform reconciliations, and assist with month-end close and ad hoc reporting.

Qualifications include a Bachelor's degree in finance and accounting and 1–3 years of relevant experience. Proficiency in Excel and accounting software is required and familiarity with Bill.com and Sage Intacct is

Qualifications

• Bachelor's degree in finance and accounting or equivalent preferred.
• 1–3 years of experience in a similar role or industry.
• Proficient in Excel and MS Office, with strong analytical skills.
• Familiarity with accounting software; Bill.com/Sage Intacct a plus.

Responsibilities

• Accounts Payable management: process invoices, coding, and vendor records, with W-9s and Bill.com workflows.
• General accounting support: bank/credit card reconciliations, journal entries, month-end close assistance.
• Ad hoc reporting and projects: support leadership with financial reporting and special accounting tasks.

Skills

Accounts Payable

General Accounting

Excel

Accounting Software

Education

Bachelor's Degree in Finance and Accounting

Tools

Bill.com

Sage Intacct

Asana

1Password

Job description

Staff Accountant

Reports to: Controller

Status: Exempt

Key Responsibilities:

1. Accounts Payable Management
   • Process and review invoices for accuracy and completeness.
   • Ensure timely and accurate coding and entry of invoices into Bill.com.
   • Ensure all credit card activity has been processed through Bill.com with supporting invoices.
   • Respond to vendor inquiries and resolve discrepancies promptly.
   • Maintain vendor records and W-9s and ensure accuracy of vendor information.
   • Maintain login information for multiple vendors across different entities using 1Password.
   • Reconcile all Bill.com clearing accounts in Sage Intacct monthly.
   • Reconcile AP general ledger balance to vendor aging report monthly for each entity.
   • 1099 processing including W-9 administration, vendor setup and annual filings.
2. General Accounting Support
   • Download, record, and reconcile all bank and credit card accounts.
   • Maintain accounting inbox for multiple entities.
   • Scan and file physical mail for the accounting department.
   • Assist with intercompany transactions and reconciliation.
   • Electronically file support for all bank deposits.
   • Maintain up to date process notes with project management tool Asana.
   • Assist with journal entries and month end close as requested.
3. Ad Hoc Reporting and Projects
   • Supports leadership with ad-hoc financial reporting requests and special accounting/finance projects.

Minimum Education:

• Bachelor's Degree in finance and accounting preferred

Skills and Experience:

• 1-3 years of experience in a similar role or industry
• Knowledgeable of basic accounting principles, chart of accounts, and financial statements
• Proficient in excel
• Proficient in accounting software
• Bill.com, Sage Intacct experience a plus, but not required

Firm Requirements:

• Must maintain client confidentiality

• Ability to ensure compliance of firm’s policies and procedures
• Attention to detail with strong oral and written communication skills
• Ability to prioritize and multitask
• Strong interpersonal skills
• Strong organizational and documentation skills
• Creative, flexible, and persistent in completing tasks
• Strong initiative; ability to work independently
• Very experienced in MS Office Suite (Windows, Word, Excel, Email)