Bookkeeper Accountant

Job Title: Bookkeeper/Accountant

Industry: HVAC

Location (City, State): Wilmington, MA

Compensation: $35/hr

Benefits: This position is eligible for medical, dental, vision, and 401(k) benefits

Work Schedule: Full-time, business hours

We are seeking a detail-driven Bookkeeper / Accountant to support the daily financial operations of a fuel delivery and HVAC services organization. The company is family owned but has experienced rapid growth via M&A over the last 2-3 years, with more M&A activity expected. This role plays a critical part in managing daily cash and credit card activity, full-cycle Accounts Payable (with a need to build out compliance via Vendor management, documentation, and matching principles. Will assist with month end close journal entries, and reconciliations, but initially support evolving buildout of AP/AR workflows.

The ideal candidate is comfortable working in a high-volume, operationally driven environment, understanding how financial transactions flow from the field to the general ledger, and has strong technical and Excel skills. Experience in fuel, HVAC, construction, or other service-based businesses is a plus. Ability to adapt, be flexible, and patience is a must. Most importantly a willingness to learn and seek to continually improve things when and where you can.

Key Responsibilities

Cash & Credit Card Management (Daily Focused)

• Perform daily cash reconciliations across multiple bank accounts and locations
• Record and reconcile credit card activity, including dispatch, service, and field-related charges
• Monitor and clear cash and credit card clearing accounts
• Investigate and resolve discrepancies related to deposits, payments, and field activity
• Ensure strong daily cash controls in a fast-moving operational environment

Accounts Payable – Full Cycle

• Process vendor invoices related to fuel supply, equipment, HVAC parts, utilities, fleet/truck expenses, and services
• Match invoices to approvals, purchase orders, or operational documentation
• Prepare and process vendor payments (ACH, check, credit card)
• Maintain vendor files and assist with 1099 tracking and reporting
• Respond to vendor inquiries and resolve pricing, quantity, and billing discrepancies

Transactional Accounting & Month-End Support

• Post journal entries related to AP, cash, credit cards, and prepaid expenses
• Assist with month-end close, including reconciliations and support schedules
• Maintain clean, organized records that support audits and reviews
• Work closely with the Controller to ensure accurate financial reporting by location, department, and entity

Systems, Workflows & Process Improvement

• Work within integrated accounting and operational systems
• Use Microsoft Excel extensively for reconciliations, analysis, and reporting
• Understand and follow transactional workflows from dispatch / service completion billing cash
• Identify opportunities to improve efficiency, controls, and automation in accounting processes

Required Qualifications

• 2–5+ years of experience in bookkeeping or accounting roles
• Strong experience with cash management and accounts payable
• Solid understanding of transactional accounting in an operational business
• Proficiency in Microsoft Office, especially Excel (formulas, functions, lookups, reconciliations)
• High attention to detail with the ability to manage high transaction volumes
• Strong organizational and follow-through skills

Preferred / Nice-to-Have Qualifications

• Experience in fuel, HVAC, construction, or service-based businesses
• Experience supporting multi-location or multi-entity accounting
• Experience using Sage Intacct (strong plus)
• Familiarity with OCR, automated AP workflows, or integrated operational systems
• Associate or bachelor’s degree in accounting or finance

Core Competencies

• Accuracy and consistency in daily work
• Strong understanding of operational accounting workflows
• Ability to prioritize and meet deadlines in a busy environment
• Process-minded with a continuous improvement mindset

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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