Accounting Assistant

Summary

The Accounting Assistant plays a critical role in S. J. Rollins’ success by ensuring accurate financial records and clean, timely billing of technician work. This position provides direct support to the Accounting Team Leader through accounts payable and receivable management, expense tracking, invoice processing, and month‑end support. The role also requires professional communication and coordination with customers, vendors, technicians, and internal teams to resolve billing questions and support excellent service, all while reinforcing S.

J. Rollins culture and values.

• Record invoices, payables and receivables as directed by Team Leader
• Review and approve work orders for Technicians

• Connect customers to the appropriate team and technician for resolution of technical issues
• Establish and maintain professional communication with customers
• Reinforce S. J. Rollins culture and values in all communication with customers

• Provide a good example of S. J. Rollins culture and values
• Be on time for work and scheduled meetings
• Participate in regular team and company meetings
• Take responsibility for personal and career development
• Take responsibility for the training and education of less experienced team members

• Attention to detail
• Strong verbal communication
• Ability to task switch quickly and effectively
• Ability to work efficiently in defined administrative processes
• Ability to create, organize, and analyze financial data using Microsoft Excel
• Experience with accounting and expense management software such as Sage, Quickbooks, Netsuite, and Ramp

• Input financial transactions into accounting software
• Maintain accurate records of accounts payable and receivable
• Process invoices and ensure payments are made or received on time
• Record and categorize all company expenses
• Assist with month‑end and year‑end closing processes

• Ensure invoices are correctly matched with purchase orders and receipts
• Monitor and manage accounts payable to vendors
• Assist in preparing payment runs for vendors, employees, or contractors
• Process invoices and ensure payments are made or received on time

• Review and approve all work orders submitted by technicians
• Ensure estimates are linked when appropriate
• Check for spelling errors
• Ensure description of work is professionally written
• Ensure serial numbers are included as appropriate
• Bill out parts listed on work orders
• Ensure the time is appropriate to the task at hand

• Handle inquiries from clients and vendors regarding payment status or billing questions
• Coordinate with company technicians, account managers, and project managers to resolve billing issues

• Track employee expenses, ensuring they are in line with company policies
• Process expense reimbursements for employees
• Reconcile company credit card usage and receipts
• Receive and process payments against customer accounts

• Adhere to policies and procedures as outlined in the Employee Handbook
• Demonstrate reliability and punctuality
• Show a good attitude towards people
• Manage time efficiently by requesting work from Team Leader
• Prioritize and manage multiple tasks effectively to ensure timely completion of duties
• Demonstrate a basic understanding of all hosted products/services and inventory product lines
• Communicate clearly, effectively, and professionally with colleagues and clients
• Identify errors or discrepancies in financial data and provide solutions to your team leader
• Uphold confidentiality when handling sensitive financial data
• Adhere to ethical standards in all accounting practices