Accounting Specialist
Partners Personnel Management
Position Overview:
We are seeking a detail-oriented and customer-focused AccountingSpecialist to join our custom seating and upholstery company. This role bridges customer service with basic accounting functions, ensuring a smooth experience from order placement through billing and delivery. Ideal candidates will have a strong grasp of customer management, order tracking, and financial processing in a fast-paced, design-driven environment. Key Responsibilities:
We are seeking a detail-oriented and customer-focused AccountingSpecialist to join our custom seating and upholstery company. This role bridges customer service with basic accounting functions, ensuring a smooth experience from order placement through billing and delivery. Ideal candidates will have a strong grasp of customer management, order tracking, and financial processing in a fast-paced, design-driven environment. Key Responsibilities:
- Serve as the primary liaison between customers and internal departments (production, design, finance, and logistics)
- Prepare and manage quotes, invoices, sales orders, and payment confirmations
- Track and follow up on customer payments and outstanding balances
- Perform basic bookkeeping tasks, such as data entry, reconciliations, and updating financial records
- Generate and review customer account statements to ensure accuracy
- Ensure all transactions are recorded in compliance with company policies and accounting standards
- Monitor customer credit limits and coordinate with finance on approvals or holds
- Assist with month-end and year-end closing processes related to customer accounts
- Manage tax documentation and ensure proper application of sales tax based on location
- Collaborate with accounting to resolve discrepancies or billing disputes
- Maintain accurate records of customer interactions, purchase orders, change orders, and payment history
- 2+ years of experience in account management, customer service, or accounting support (experience in furniture, manufacturing, or interior design preferred)
- Proficiency in accounting software such as QuickBooks, Xero, or NetSuite
- Solid understanding of accounts receivable (A/R) and invoicing processes
- Familiarity with purchase orders, sales tax application, and inventory systems
- Experience with CRM tools and Microsoft Office, especially Excel
- Strong numerical aptitude and attention to detail
- Excellent communication, organizational, and time management skills
- Ability to handle sensitive financial information with discretion and accuracy
- Experience with ERP systems and integration of sales and accounting functions
- Understanding of product costing and margin analysis
- Ability to interpret and analyze financial reports related to customer accounts
- Bilingual in Spanish or another language (optional)
Vacancy posted 4 days ago
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