Associate - Accounting Operations

Location: Hybrid (Onsite 6 days per month – Every Monday and Every Other Thursday)
Employment Type: Contract-to-Hire

We are seeking a detail-oriented Accounting Operations Specialist to support critical cash application and accounting operations functions within a fast-paced financial services environment. This role is responsible for reviewing incoming payments, applying cash accurately, researching payment discrepancies, reconciling transactions, and supporting internal stakeholders with revenue reporting and account investigations.

The ideal candidate is highly organized, analytical, and proactive, with strong communication skills and a willingness to take ownership of tasks. This position offers excellent opportunities for professional development and long-term career growth while working closely with a collaborative team.

• Review lockbox activity and process incoming payments accurately and efficiently.
• Apply cash payments to invoices, policies, and accounts while ensuring payment allocations are accurate.
• Research and resolve unapplied, unidentified, duplicate, or missing payments.
• Verify payment application dates, amounts, and supporting documentation.
• Follow up with internal and external stakeholders regarding payment discrepancies and reconciliation issues.
• Maintain accurate records of carriers, carrier contacts, clients, account information, policy numbers, and other identifying data.
• Assist with commission processing, revenue reporting, and investigations related to missing payments or commissions.
• Prepare reconciliations between bank receipts and cash postings to ensure completeness and accuracy.
• Collaborate with internal departments to identify and resolve accounting and reconciliation issues.
• Support audit requests and provide documentation as needed.
• Assist with onboarding new business acquisitions onto internal systems and processes.
• Communicate professionally with stakeholders at various levels across the organization.

• High school diploma or equivalent required.
• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• 1–2 years of accounting, finance, accounts receivable, cash application, or related experience.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Excel.
• Strong written and verbal communication skills.
• Ability to analyze information, research discrepancies, and solve problems independently.
• Ability to manage multiple priorities in a deadline-driven environment.

• Experience with cash application, payment processing, accounts receivable, or accounting operations.
• Experience researching payment discrepancies and performing account reconciliations.
• Knowledge of financial services, insurance, banking, or commission-based environments.
• Experience supporting audits and maintaining financial documentation.

• Cash Application & Payment Processing
• Accounts Receivable
• Account Reconciliation
• Research & Problem Solving
• Microsoft Excel
• Financial Data Analysis
• Written & Verbal Communication
• Attention to Detail
• Time Management & Organization
• Stakeholder Collaboration

• Hybrid work schedule with onsite presence required six times per month.
• Collaborative team environment with strong training and development opportunities.
• Fast-paced, detail-oriented accounting and operations setting.
• Opportunity for long-term career growth within a stable and growing organization.