Staff Accountant

Primary Job Function

To process and manage the syncing of AR and AP data from Service Titan software to QuickBooks Desktop. We are a dynamic, successful client-centric growing HVAC company. We offer an inclusive and collaborative environment serving clients in Palm Beach, Broward, and Martin Counties. Employees collaborate with the team often in an informal, engaging way and are expected to bounce ideas off each other as well as work well as a part of the team. You will not be siloed from the rest of the company but will be responsible for independent work. We create a culture where all employees feel welcome, respected, and valued.

Required Qualifications:

• Customer service skills
• Ability to multi-task
• Organized
• Enjoys data.
• Conventional (Moderate to High)
• Computer skills
• High school diploma or general education degree (GED)

Desired Qualifications:

• Bachelor’s degree in accounting

• Expert Knowledge of QuickBooks, Payroll Functions, Excel

• Ability to independently maintain all business financials including A/P, A/R, payroll, reconciliation of bank and credit card accounts, and journal entries

• Effective communication skills (both verbal and written), and experience communicating with clients

• Extremely detail oriented, initiative-taker, leadership personality

• Must be able to work independently but equally collaborative as part of the team

•  Must be able to work independently but equally collaborative as part of the team.

Essential Functions and Responsibilities:

Managing the syncing of AR and AP data from Service Titan software to QuickBooks Desktop

• Working with various departments to confirm the accuracy of financial data being entered into QB

• Communicating with accounting firm to ensure accurate financials

• Entering payroll journal entries into QuickBooks

• Reconciling general ledger accounts

 Success Factors / Job Competencies:

• Apply knowledge of accounting practices

• Ability to keep up with workload

 Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform the essential functions.

Physical Demands:

• Sitting for extended period
• Typing for extended periods of time

• Talking on the telephone for extended periods of time, when required.
• Needs use of voice, eyesight both near and distance

Work Environment:

• Normal Conditioned Office environment

Performance Standards:

Certain key business indicators that will measure the effectiveness of this job description. These include the following:

• Process and manage the syncing of AR and AP data from Service Titan software to QuickBooks Desktop
• Timeliness.

• The status of company’s accounts receivable aging analysis.
• Maintenance of customer history file