AP​/AR Clerk | Accounting

Reports to: Vice President | Corporate Operations

Crawford Square Real Estate Advisors (“CSREA”) is a privately held, full-service real estate firm based in Birmingham, Alabama which leases and manages retail and mixed-use assets. The company strives to provide a unique approach to every property which results in exceptional asset performance.

The AP/AR Clerk is a key member of the Accounting Department responsible for high-volume accounts payable and accounts receivable functions across a portfolio of commercial real estate properties managed for multiple ownership groups. Because requirements, processes, approval structures, and banking procedures may vary by property and ownership group, this position requires a high degree of accuracy, organization, critical thinking, and attention to detail.

This is not a data-entry-only AP/AR position. The successful candidate must be able to learn and retain detailed processes, understand how individual responsibilities affect the broader accounting workflow, and apply prior training to new and recurring situations. The role requires the ability to manage multiple priorities and deadlines while maintaining accuracy in a fast-paced environment.

Crawford Square operates with a lean accounting team in which each team member carries significant individual responsibility. Training and support are provided; however, employees are expected to progressively become self-sufficient, take ownership of assigned responsibilities, research routine discrepancies, follow tasks through completion, and recognize when an issue requires escalation. Success in this position requires both accuracy and productivity, along with the ability to learn quickly and consistently apply established procedures.

This position requires demonstrated success working in an environment where processes vary by account, entity, client, or ownership group; the ability to recognize and correctly apply those differences is essential.

• Assemble invoices to be completed for payment
• Obtain proper approval, information and/or data regarding invoice payments
• Resolve discrepancies in payments with vendors or internal departments
• Enter invoices into the system for payment
• Maintain files with copies of vouchers, invoices or correspondence necessary for audit and tax compliance
• Maintain vendor records, including W-9 forms and setting up new vendors in the system
• Communicate with vendors and internal teams to resolve invoice disputes or payment delays
• Maintain Avid Xchange by submitting invoices for processing, monitoring the system for accurate entry and proper coding, and approve invoices for payment processing
• Assist with 1099 preparation and reporting
• Enter Positive Pay details into the bank to ensure fraud protection and verify check data to prevent unauthorized payments and monitor the bank for any flagged checks requiring verification

• Post tenants’ payments daily by recording received checks, ACH’s and lockbox transactions into the accounting software
• Work with the accounting team to report payment trends and issues
• Prepare bank deposits by totaling and recording deposit amounts, completing deposit slips, bundling funds with
• corresponding documentation, and ensuring timely deposit at the bank and or by remote deposit
• Must exhibit a team-oriented approach regarding the day-to-day functions. Administrative duties may include things like handling and distributing mail, copying, printing, preparing Fed Ex shipments, filing, office supply inventory or perform other such duties that may be assigned
• Assist with month-end and year-end closing procedures

• High proficiency in software. Experience in Microsoft Office Suite and Yardi is a plus
• St…