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A successful Accounting Specialist at Forté is a natural team player, known to be helpful, approachable, and skilled at detailed work. They are collaborative but also work quietly and diligently on their own. They thrive in and help contribute to a culture of accuracy. This position will provide accounting and project support 20 hours per week with a set schedule of either 4 hours Monday thru Friday or 5 hours Monday thru Thursday. Does this resonate with you? If you’re able to work effectively and exceed expectations in a virtual work environment, this may be your dream job.
Position Description
The Accounting Specialist is responsible for managing and overseeing the entire revenue and invoicing process, ensuring accurate and timely invoicing to customers. This role requires a strong attention to detail and a deep understanding of finance, billing, and accounting principles. The position reports to the Director, Finance and Administration and will work closely with the development team.
Key Responsibilities:
· Generate all invoices for annual partnerships, program sponsorships, and advertising invoices. Work with the development team to gather all relevant information including contacts, billing amounts, discounts, and descriptions. Prepare annual partnership letters to accompany invoice.
· Review invoice details, verifying that all information is correct and aligns with contracts and other supporting documents.
· Email all invoices and supporting documents to customers in a timely manner. If required by customer, submit invoice through customer portal.
· Serve as the primary point of contact for billing inquiries from both internal and external stakeholders, responding promptly and professionally to any questions or concerns related to invoices, ensuring customer satisfaction and maintaining strong relationships.
· Maintain accurate and organized records of all invoices issued and processed.
· Report and reconcile program revenue with development team to ensure all invoices have been issued and properly recorded.
· Coordinate with customers to ensure POs are issued timely and re-issue updated invoices as required.
· Initiate collections on past-due account, collaborating with development team as needed.
· Prepare reports detailing account receivable status.
Other
· Maintain accurate customer records, including special billing requirements.
· Assist with other accounting and finance functions including accounts payable as needed.
· Other duties as assigned.
Required Education / Qualifications:
· High school diploma or equivalent required; associate or bachelor’s degree in accounting or a related field is preferred.
· 5+ years of accounting experience, preferably invoicing and collections.
· Strong understanding of accounting and financial principles and practices, such as revenue recognition, accruals, and billing cycles.
· Experience with QuickBooks, Excel, Bill.com, and Expensify preferred.
· Ability to exercise independent decision-making and handle complex, confidential issues, in a fast-paced changing environment.
Desired Characteristics:
· Excellent attention to detail and organizational skills.
· Ability to work independently and as part of a team.
· Strong communication and interpersonal skills.
· Excellent time-management skills.
· Strong analytical skills required.
· Demonstrates energy and passion for the Forté vision to advance women into business leadership with a clear understanding of diversity, equity, and inclusion.
Salary:
Commensurate with experience.
Benefits:
· 401(k) retirement plan with 5% matching available after 1 month of employment.
· Generous paid time off / holiday schedule.
· Job growth opportunities.
· Virtual work environment – home office.
Job Environment:
Employees of Forté work independently from home offices. Each employee should have the capacity within their home to set up a work environment or office. Forté provides a computer, phone, office supplies, and covers the cost of internet service for each employee.
Location:
The ideal candidate will be based in a major metro area in a central or western time zone.
About Forté:
Forté is changing the balance of power in the workplace. We open doors for women to reimagine what they can achieve in business—from launching first jobs to advancing to the C-suite. Our powerful alliance of talented women, influential companies, leading undergraduate and business schools, and pioneering donors empowers women to change their career trajectories, their earning power, and their lives. Through business education, role models, professional networks, and leadership training, Forté shows women how to build the credibility, skills, network, and confidence to thrive as leaders and change the status quo. More information about Forté can be found at http://www.fortefoundation.org.
