Corporate Accounting and Reporting Assistant

Overview

We are seeking a detail-oriented and tech-savvy Corporate Accounting & Reporting Assistant to support our corporate accounting team within the Association Management industry. This role is ideal for someone with a solid foundation in accounting principles, intermediate Excel skills, and a proactive approach to learning and process improvement.

Key Responsibilities

• Generate and compile financial reports from the accounting system for multiple associations (cash basis) and corporate accounts (accrual basis).

• Import and manipulate data in Excel using functions such as VLOOKUP, table refreshes, and formulas to build Addendum Setup spreadsheets and source reports for monthly addendum billing imports.

• Assist with processing reimbursements, vendor invoices (e.g., FedEx, printing, postage), and other documentation for billing. • Maintain organized digital records of reports, PDFs, and supporting documentation.

• Collaborate with the team to support the launch of new initiatives, such as an expense reimbursement program, by contributing to process documentation and improvement efforts.

Work Environment

• Onsite

• Full-time

• Collaborative team environment with opportunities to grow into more strategic or technical responsibilities over time

Required Skills & Qualifications

• Solid understanding of accounting fundamentals (cash and accrual basis).

• Intermediate proficiency in Microsoft Excel (VLOOKUP, formulas, formatting, etc.).

• Ability to learn and navigate accounting software.

• Strong attention to detail and organizational skills.

• Comfortable working with data and generating reports. Preferred/Bonus Skills

• Experience with CINC is a plus but not required.

• Experience with Microsoft Access and/or basic VBA scripting.

• Familiarity with HubSpot or other CRM platforms.

• Exposure to FreshDesk or similar ticketing systems.

• Interest or experience in process improvement or documentation.