Specialist, Accounting Services

Job Title: Specialist, Accounting Services, MIS

Department: Operations

Reports To: Assistant Manager, Accounting Services, MIS

Job Family / Grade: 7

FLSA: Exempt

EEO Category: Professionals

Supervisory Role: No

Job Summary

We are seeking a Specialist, Accounting Services, MIS to support our MIS clients by executing daily and monthly accounting and billing tasks. This role acts as the accounting services lead for mid- to high-complexity client accounts and assists in training new team members, ensuring accurate, timely, and client-focused service delivery.

Key Responsibilities

• Processing Accounting Support Tasks 65%
• Independently manage accounting and billing tasks for a portfolio of mid- to high-complexity client accounts.
• Perform General Ledger, Accounts Receivable, and Accounts Payable activities, including bank reconciliations, billing system reconciliations, month-end reporting, deductible billing, and claims billing.
• Resolve mid- to high-complexity accounting issues and escalate very high-level issues as needed.
• Client Service and Communication – 15%
• Handle inbound client requests via email and participate in client meetings as needed.
• Respond promptly and professionally to client inquiries, ensuring a positive client experience.
• Complete tasks and processes for clients to address their needs efficiently.
• Teamwork and Collaboration – 20%
• Collaborate with colleagues and supervisors to meet client and team goals.
• Assist with interdepartmental projects and process improvements.
• Serve as a resource and mentor for Associates and Analysts, including training new team members on routine tasks.

Note: Responsibilities may evolve based on business needs.

Qualifications

Education

• Associate degree (2 years) in Accounting, Business, or related field required.

Experience

• 3–5 years of accounting experience in AP, AR, or related roles.

Skills & Competencies

• Strong understanding of Accounts Payable, Accounts Receivable, and General Ledger.
• Proficient in Excel and other accounting tools.
• High attention to detail and process-oriented.
• Ability to thrive in a fast-paced, deadline-driven environment.
• Customer-focused with strong problem-solving skills.
• Excellent written and verbal communication skills.
• Team player with a commitment to supporting colleagues.
• Technologically proficient and adaptable to new systems.

Travel: Less than 5% domestic travel.