Accounting Assistant

Role Overview

This position focuses on the full-cycle accounts receivable process with heavy emphasis on billing, posting payments, and supporting a cross-trained accounting team. The ideal candidate has experience creating invoices from sales orders, managing billing through packing slip verification, and using Excel to support reporting and reconciliation. Experience with ERP implementations—particularly Epicor—is a major plus, as we are migrating from QuickBooks.

Key Responsibilities

Billing & Invoicing

• Generate 30–50 customer invoices per week from sales orders
• Cross-check packing slips to confirm what was actually shipped
• Create customer-facing billing documents including AIA billing (training available)

Accounts Receivable

• Post incoming ACH, wire, and check payments
• Apply payments, receive deposits, reconcile accounts
• Add and manage customer profiles

Collections (Email Only)

• Send professional, timely email reminders on past-due accounts
• Escalate complex or unresolved accounts to the Senior Accountant

ERP & System Support

• Assist with Epicor implementation (targeting go-live by January 2026)
• Help with data entry, system transitions, and reconciliation tasks

Excel & Reporting

• Maintain tracking and reconciliation spreadsheets
• Use pivot tables, formulas, and filters for reporting and monthly close support

Admin & Cross-Training

• Support team members across accounting functions as needed
• Serve as backup coverage for teammates during absences

Ideal Candidate Qualifications

• 1–3+ years in accounting support, AR, or billing
• Intermediate Excel skills required (pivot tables, formulas, functions)
• Experience with ERP platforms—Epicor experience is a plus
• Comfortable working in Google Sheets with willingness to switch to Microsoft Excel
• Excellent written communication and customer service etiquette
• Bonus experience: AIA billing, vendor management, sales tax processing (multi-state)

Compensation Guidelines

Benefits Summary

• Medical, Dental, and Life Insurance
• 2 weeks paid vacation, plus 1-week sick time
• All major holidays off
• Equipment provided

Interview Process

1. Initial interview with the Senior Accountant & AP Manager
2. Final interview with the VP of Accounting