Accounting Associate
FORTIS Resource Partners
FORTIS Resource Partners is a boutique recruiting firm supporting successful companies in Southern California. Our client is seeking to hire an Accounting Associate who is a reliable, organized, professional, analytical, self-starter to jump in and support the team where needed. Position Overview The Accounting Associate plays an essential role in supporting the financial operations of a mission-driven nonprofit organization. This position assists with day-to-day accounting activities, including accounts payable, accounts receivable, and donor-related financial tracking. This role works closely with the Director of Finance to ensure financial data integrity, compliance with nonprofit accounting standards, and timely reporting. The ideal candidate is detail-oriented, dependable, and passionate about contributing their accounting skills to support the organization’s mission and programs. Primary Responsibilities Enter invoices in a timely and accurate manner, preparing necessary backup if needed. Reconcile Credit Card Statements and record payment. Process payments via check, ACH, or other methods while maintaining supporting documentation and confidentiality. Maintain accurate vendor files and respond to inquiries promptly. Record and reconcile incoming contributions, grants, and program-related or event revenue. Prepare and distribute invoices, receipts, and acknowledgments as appropriate. Support donor record management and integration between software systems (training provided). Monitor outstanding receivables and assist with light collections follow-up when necessary. Maintain organized documentation in accordance with audit and grant compliance standards. Maintain and monitor Fixed Asset changes. Assist with reports needed for Accounting Firm Preparation of Tax Returns, Audit Firm Preparation of Annual Audit, and assist with and/or prepare reports as needed for Board, Staff and Event Meetings. Generate financial and donor reports for Annual Report, Grant Requests, Philanthropy Department Requests, and others as needed. Prepare spreadsheets in Microsoft Excel to support budget grant reporting, and other reports needed or requested. Assist with the preparation of 1099s and other required annual and bi-annual filings. Communicate effectively with internal departments, program staff, and external partners. Support process improvement initiatives and help maintain documentation of accounting procedures. Uphold confidentiality and ensure adherence to nonprofit accounting policies and GAAP standards. Assist with events or functions as necessary (10% of the job). This could include, but is not limited to, traveling to a local event, process payments from attendees, and set up or tear down, with the possibility of an overnight stay or working at a weekend event. Qualifications Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred (equivalent experience considered). 2+ years of hands-on accounting or bookkeeping experience. Proficiency in Microsoft Excel (including pivot tables and VLOOKUPs). Familiarity with fund accounting and donor management systems a plus. Experience with Financial Edge NXT and Raiser’s Edge preferred but not required. Proficiency in Microsoft Excel (including pivot tables and VLOOKUPs). Strong data entry accuracy and attention to detail. High level of organization, reliability, and accountability. Strong analytical and problem-solving skills. Ability to work both independently and collaboratively within a team. Excellent communication, interpersonal, and time management skills. FORTIS Resource Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #J-18808-Ljbffr
- ...more. This position offers a base plus bonus opportunities. Position Summary We are seeking a detail‑oriented and motivated Accounting Associate to support our accounting team with daily financial operations and month‑end close activities. This role is ideal for an early...SuggestedInternship
- ...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote | Location/Supporting: Longwood, FL | Book Focus: Construction, Property Please note: If this position is posted as either fully remote and/or hybrid...SuggestedContract workRemote work
- ...Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Account Associate with Farmers Insurance - Eva Chong, you will play a key role in driving the growth and success of our insurance agency. Your...SuggestedFlexible hours
$94k - $102k
...recognized as an innovator, industry thought leader and trusted advisor to our clients. Role Overview We are currently seeking an Account Associate (AA), Internal Sales, to join our U.S. Global Wealth Management team. The AA will work closely with a field-based Account...SuggestedWork experience placementLocal areaFlexible hoursShift work- FORTIS Resource Partners is hiring an Accounting Associate to support the financial operations of a nonprofit organization in Costa Mesa, California. This role involves day-to-day accounting activities including accounts payable and receivable, alongside donor-related...Suggested
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Account Associate page is loaded## Account Associatelocations: Newport Beach, CA USA: Austin, TX USAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R106277PIMCO is a global leader in active fixed income with deep expertise across public and private markets...Flexible hoursShift work- Position Overview State Farm Insurance Agent located in Fountain Valley, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member you will build and develop customer relationships within the community to promote State Farm ...For contractors
$3,000 - $8,000 per month
Account Associate - State Farm Agent Team Member Full Time in Fountain Valley, CA Position Overview State Farm Insurance Agent located in Fountain Valley, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Ken Tran...Full timeFor contractors- Insurance Office of America in Newport Beach is seeking a Senior Account Associate - Commercial Lines to provide support to our account teams. This role requires 3+ years of customer service experience in the insurance industry and an active P&C license. The position is...Remote jobWork at office
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$94k - $102k
PIMCO is seeking an Account Associate for their U.S. Global Wealth Management team in Newport Beach, CA. This role supports the Account Manager in managing client relationships and requires a Bachelor's degree, strong communication skills, and 2-3 years in financial services...$94k - $102k
A global investment management firm in Newport Beach seeks an Account Associate to support financial advisors and enhance client relationships. The role involves market research, client engagement, and providing sales support. Candidates should have a Bachelor’s degree...- Ken Tran - State Farm Agent in Fountain Valley, CA is looking for an outgoing professional to join the team. You will build customer relationships to promote various State Farm products, including auto, home, and life insurance. This role involves working with the agent...
- ...time off 401(k) Competitive salary Dental insurance Health insurance Vision insurance About the Role: Join CTR America as an Accounting Associate in our vibrant Irvine, CA office! The Accounting Associate will support daily accounting operations for our aftermarket and...Work at office
$60k - $70k
...Reports To: Manager, Accounting & Finance Required Hours Availability: 40 Hours This is a hybrid position, 3 days in-office work is required. Salary: $60,000 - $70,000 per year, based on experience and qualifications Pay: $60,000 to $70,000 / 40 Hours per week + Bonus...Full timeWork at officeRelocationMonday to FridayFlexible hours- ...Description POSITION DESCRIPTION: Axia is seeking a detail‑oriented and motivated Junior Accounting Associate to support our residential renewable energy business. This is an entry‑level position. Candidates with an Accounting or related degree are preferred. This role...Work at office
$80k - $85k
...establish a long-term career. Job Description We are seeking an Associate to join our Economic Damages & Valuations team. This is a... ...with a well-rounded skill set to apply their finance and accounting knowledge across a variety of different projects. You will be...Remote workFlexible hours$60k - $65k
...Accounting Associate Irvine, CA $ 60,000.00 - 65,000.00 (US Dollar) About the job Accounting Associate Job Title: Accounting Associate Company: A Fast-Growing Hospitality Company Location: Irvine, CA Type of Work: Full-Time Benefits:...Full timeLocal area- ...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote, Eastern and Central Time Zones only | Location/Supporting: Longwood, FL | Book Focus: General, Construction, Hospitality, Real Estate Please note: If this position...Contract workRemote work
$26 per hour
Responsive recruiter Replies within 24 hours Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be...Hourly payFor contractorsWork at officeFlexible hours$26.23 - $43.71 per hour
Job Title Responsible for originating and booking direct customer transactions, including heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson. Primary Responsibilities Work with the technology vendor to understand...Hourly payWork experience placement- State Farm Agent in Huntington Beach is looking for a qualified professional to become an Account Associate. This role focuses on building customer relationships and providing valuable experiences to drive business growth. You'll engage in lead development and market various...
- ...Job Summary Responsible for providing customer service and clerical support to assist the service team in supporting existing accounts. Essential Duties And Responsibilities Creates prospect and customer files on shared drive; Assists with preparing group...
- Insurance Office of America is looking for a Senior Account Associate to support the account team fully remotely. The ideal candidate has over 3 years of customer service experience in the insurance industry and a strong understanding of client needs. This role involves...Remote jobWork at office
$26.23 - $43.71 per hour
Overview: Responsible for originating and booking direct customer transactions, including heavy cold calling efforts to repeat direct customer contacts not currently assigned to a salesperson. Primary Responsibilities: Work with the technology vendor to understand their...Hourly payFull timeWork experience placementLocal area- ...Orange County based full-service CPA firm, that exclusively services the nonprofit sector, is looking to immediately add an associate to our accounting consulting department. An ideal candidate would be a self-starter, willing to learn, and eager to be responsible for...Work experience placementImmediate start
- Job Description Job Description Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents...For contractorsFlexible hours
$40k - $85k
...for a workplace that values teamwork, growth, and making a difference, we'd love to have you join us! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jerrad Ragsdell - State Farm Agent, you are vital to our daily business operations and customers...Full timeFor contractorsWork at officeFlexible hours- ...salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jeff Noviello - State Farm Agent, you are vital to our daily business operations and...Flexible hours
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