Part-Time Staff Accountant
PortfolioAbout the role
Description
At Portfolio/StarGard, we pride ourselves on our responsive, innovative, efficient, and sincere serving standards (R.I.S.E).
We are seeking a Part-Time Staff Accountant who will be responsible for performing a variety of accounting tasks, ensuring accuracy, compliance, and timeliness in financial transaction processing, reporting, reconciling, and auditing.
If you're ready to be part of a dynamic team that values integrity and excellence, apply today! Join Our Team at Portfolio/StarGard!
* This role requires you to report to our office in La Mesa, California, every day.
* This role requires strong computer skills, including proficiency with Microsoft Office (Excel) and accounting software.
* 2+ years of experience in finance or accounting.
Compensation:
- Starting range of pay: $32.00 - $35.00 per hour, depending on experience!
Work schedule:
- Schedule: Monday-Friday, 9:00 am - 3:00 pm PST (Flexible Part-Time Hours, 20-30 hours per week).
Essential Functions:
- Ensure compliance with accounting standards and internal controls.
- Collaborate with team members to improve accounting processes and systems.
- Perform bank and account reconciliations to identify and resolve discrepancies.
- Create invoices (via import and manual) for all incoming contracts received.
- Payment application to invoices.
- Audits DMS sales and invoice transactions.
- Deposits check payments to the bank.
- Support the month-end and year-end close processes.
- Adds Customers and Item Codes into the accounting system as needed.
- Runs Monthly Statements once contracts are balanced.
- Prints all Monthly Statements, sorts, and reviews.
- Monitor and analyze data to identify trends and variances.
- Email out monthly statements to Agents.
- Mails out monthly statements to Dealers.
- Assists with Data Entry with reports when time allows/as needed.
- Strives to enforce and live Portfolio’s Philosophy each and every day.
- Takes ownership of changes and is personally responsible for managing change in an upbeat, positive manner.
- Support budgeting, forecasting, and financial planning activities.
- Ad hoc analysis projects.
- Other job duties as assigned.
Requirements
Education and Qualification Requirements:
- Strong computer skills, including proficiency with Microsoft Office and Accounting Software.
- High School diploma or equivalent.
- 2+ years of experience in finance or accounting.
Preferred Requirements:
- Some college or bachelor's degree preferred.
- Excellent customer service skills.
- Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
- Excellent communication skills, both verbal and written.
- Previous accounts receivable or accounts payable experience.
Work Environment and Physical Requirements:
- Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
- Ability to grasp objects such as a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
- Ability to walk, stand, reach with hands and arms; stoop, kneel, crouch, and lift up to 25 pounds.
- Ability to frequently sit for long periods of time.
- Ability to hear and talk, both in person and by phone.
- Ability to spend extended hours in front of a computer screen
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