Accounting Operations Associate

Job Description

Job Description

Job Summary: 
The Accounting Operations Associate is an entry-level role that supports Dynamic Logistix’s cash cycle and helps maintain strong customer and carrier relationships. Key responsibilities include recording cash receipts, communicating account status updates, and building foundational knowledge of accounting operations in the freight industry. 

This role provides structured development with a path toward more advanced responsibilities within DLX. Successful associates bring a positive, humble, persistent, and forward-thinking approach. The position offers exposure to experienced finance professionals and opportunities to contribute ideas that support DLX’s goals and strategy. 

Duties/Responsibilities:  

• Reconcile customer and carrier accounts, researching discrepancies and ensuring accurate balances 

• Assist with daily, weekly, and month-end accounting tasks, such as ledger updates, reporting, and account reviews 

• Maintain accurate financial records and documentation, including digital filing and audit-ready organization 

• Support cash application processes, including matching payments to invoices and resolving unapplied cash 

• Monitor and update internal accounting systems, ensuring data accuracy and consistency across platforms 

• Assist with financial reporting preparation, including KPI tracking, variance notes, and ad-hoc reports 

• Support internal controls, following established procedures and identifying gaps or improvement opportunities 

• Collaborate with operations and sales teams to resolve billing issues, missing documents, or rate discrepancies 

• Participate in process improvement initiatives, automation projects, and system enhancements 

• Provide customer service support for finance-related inquiries, ensuring clear and timely communication 

• Assist with compliance tasks, including maintaining documentation for audits or regulatory requirements 

• Other duties as assigned 

Required Skills/Abilities: 

• Strong analytical and problem-solving skills 

• Demonstrates business aptitude, seeking continuous improvement and profitability 

• Desire and ability to work in an environment seeking continuous improvement, leveraging automation technology and AI 

• Excellent communication for cross-functional collaboration 

Education and Experience:  

• Bachelor’s degree in business related major (Accounting/Finance) preferred 

• 1+ years of accounting or business operations experience  

• Familiarity with ERP Systems (Sage Intaact, Bill.com, Lockstep, or similar) preferred 

• Strong Microsoft Excel and Outlook skills 

Physical Requirements:  

• Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate a keyboard and other office equipment, use a telephone, access file cabinets and other items stored at various levels, including overhead 

• Ability to speak and hear well enough to communicate clearly and understandably with sufficient volume to ensure an accurate exchange of information in normal conversational distance, over the telephone, and in a group setting 

• Ability to continuously operate a personal computer for extended periods of time (4 or more hours) 

• Mental acuity sufficient to collect and interpret data, evaluate, reason, define problems, establish facts, draw valid conclusions, make valid judgments and decisions 

Dynamic Logistix is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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