Accounting Assistant

The Cook & Boardman Group, LLC
  • Phoenix, AZ
    22 days ago

    Job Description

    This entry-level office position provides administrative support across accounting, collections, and general business functions, with a primary focus on billing and accounts receivable. The role works closely with the Accounting Manager and project teams to ensure accurate documentation, timely communication with customers, and efficient processing of financial transactions. The ideal candidate is detail-oriented, organized, and eager to learn. This position may also serve as backup for front desk/reception duties as needed.

    Essential Functions

    Prepare, submit, and track waiver requests; resolve any issues preventing timely issuanceEmail or mail monthly statements and invoice copies to customers upon requestScan and send pay applications to general contractors, and file paid applications appropriatelySupport collection efforts by coordinating with project managers and project accountants to follow up on past-due invoicesApply customer payments and assist with maintaining cash receipts spreadsheets and cash sales recordsProcess customer credit card payments and perform monthly credit card reconciliationsSupport daily administrative tasks including documentation, data entry, and internal communicationsProvide receptionist support as needed, including answering phones and greeting visitorsPerform other related duties and special projects as assigned

    Minimum Qualifications

    High school diploma or equivalent; some college coursework in business or accounting preferred

    Knowledge, Skills, and Abilities

    Basic understanding of accounting and collections processesProficiency in Microsoft Excel and Word requiredStrong written and verbal communication skillsHigh attention to detail, accuracy, and ability to meet deadlinesCustomer service mindset with professionalism in all interactionsSelf-motivated and well-organized with the ability to prioritize and multitask effectively

    Numbers & Facts

    LocationPhoenix, AZ

    Skills

    • Accountingunmatched
    • Accounts Receivableunmatched
    • Administrative Skillsunmatched
    • Billingunmatched
    • Credit Cardsunmatched
    • Credit and Collectionsunmatched
    • Customer Relationsunmatched
    • Data Entryunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Establish Prioritiesunmatched
    • Financial Transactionsunmatched
    • Microsoft Excelunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Project/Program Coordinationunmatched
    • Salesunmatched
    • Spreadsheetsunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched

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