Accounting Specialist

Job Description

Job Description

Who is Cleaver-Brooks…

Cleaver-Brooks is the market leader in providing fully integrated boiler and burner systems. We lead the boiler/burner industry due to our unmatched distribution network’s ability to deliver the knowledge, service, training and support that are essential to long-term performance. Our customers will tell you that we’re the only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products. They’ll also mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs and optimize space. It is our focus on products that deliver the most efficient, reliable, safe and environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues an 80+ year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment.

The Accounting Specialist maintains financial records and ensures that financial transactions for this location are properly recorded. This role ensures the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts — including Accounts Receivable — to the general ledger. The Accounting Specialist compiles financial data to aid more senior accountants in the preparation of balance sheets, profit and loss statements, and other financial reports, and assists in analyzing current costs, revenues, financial commitments, and obligations incurred to help predict future revenues and expenses.

For this location, the role carries primary responsibility for Accounts Receivable invoicing functions, including all related computer entries, filing, research, invoice preparation and dispatch, and contact with outside representatives and customers. The Accounting Specialist works closely with other members of the finance team to ensure reporting goals and schedules are met.

1. Maintain accurate financial records and ensure financial transactions are properly recorded in the general ledger.
2. Ensure the accuracy of entries to ledger accounts and reconcile subsidiary ledger accounts to the general ledger.
3. Compile financial data to support more senior accountants in the preparation of balance sheets, profit and loss statements, and other financial reports.
4. Assist in analyzing current costs, revenues, financial commitments, and obligations incurred to help predict future revenues and expenses.
5. Process all invoicing actions for the Company.
6. Process SDA invoices from all billing agencies into the IFS System.
7. Answer all customer and representative questions pertaining to invoices and payments.
8. Assist corporate AR in application of payments from customers, ensuring they are charged to the correct department and account.
9. Answer questions from internal and external customers concerning invoices and payments.
10. Email copies of intercompany revenue adjustments to the appropriate location controllers or cost accountants.
11. Assist with the preparation of various financial/fiscal reports; develop supporting analyses for reports using independent judgment to interpret established procedures and instructions.
12. Code freight bills from Trans International and other external customers; upload adjusted site details into IFS for payment.
13. Gather required information for sales tax collection and reporting.
14. Other duties as assigned.

Work requires a few simple, but rapid, hand operations. Work requires simple, easy muscular movements.

Normal plant, shop, field, or office conditions. From time to time, slightly disagreeable features. Negligible/little or no exposure to hazardous conditions.

This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.

• Education: Bachelor’s degree in Accounting or Finance required. (An Associate’s degree with documented intent to pursue a Bachelor’s will suffice to start the position.)
• Experience: Three (3) to five (5) years of relevant accounting experience, with strong skills and abilities in computer data entry. High competency with Microsoft Office applications required. Experience with IFS systems is an asset.
• Typically reports to a supervisor or manager.