A national accounting, audit, and consulting firm specializing in real estate, community development, and government sectors.
Handles client invoicing, account maintenance, and time entry review in finance.
8 days ago ago
$43,000 - $49,000
Junior (1-3 years)
Full Time
Cleveland, OH
Office Full-Time
Company Size
550 Employees
Service Specialisms
Audit
Tax
Valuation
Property Compliance
Consulting
Government Consulting
Valuation Advisory
Litigation Support
Sector Specialisms
Affordable Housing
Community Development
Historic Preservation
Opportunity Zones
Renewable Energy
Real Estate
Government
Buildings
Role
Description
timesheet review
invoice processing
erp maintenance
journal entries
credit refunds
ad hoc reporting
Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies.
Process client credit card refunds. Download and report on client confirmation and credit card transactions.
Review client invoices for accuracy and distribute monthly invoices through mail and email.
Maintain accuracy of client account data within the ERP accounting system.
Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs.
Create and process ad hoc invoices.
Follow-up on client accounts that have non-deliverable addresses.
Process time and billing adjustments.
Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates.
Produce ad hoc reports related to time and billing.
Requirements
finance
detail oriented
excel
accounting software
communication
time management
Sound understanding of financial concepts.
Strong organizational and follow-through skills, performing work accurately with strong attention to detail.
Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems.
Excellent verbal and written communication skills.
Ability to meet deadlines and effectively prioritize a fast-paced and varied workload.
Benefits
Competitive benefits package
Competitive salaries with continuous review of market conditions
Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment
Strong growth opportunities
Discretionary annual bonuses for eligible positions & CPA bonus plan
Remote and hybrid opportunities
Dress for your day policy
Inclusive workplace, providing strong professional growth and development opportunities
Flexible working hours and work arrangements
Increased number of paid holidays per year
401(k) package with firm profit-sharing
Compensation: $43,000 - $49,000 depending on experience. More is possible if experience dictates.
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Company
Overview
1989 Founded
Year Established
The year the company was established, marking its long-standing presence in the industry.
specializes in serving real estate, community development, and government sectors with tailored financial services.
With offices across the country, offers expertise in affordable housing, low-income housing tax credits, and tax credit syndication.
known for deep involvement in policy-making, helping shape the tax code and community development programs.
clients range from developers and financial institutions to government agencies and non-profit organizations.
reputation for excellence makes them a go-to resource for complex financial projects and consulting services.
broad industry expertise covers tax credits to property management and audit services, focusing on real estate and community development.
Culture + Values
Committed to the highest level of professional integrity and client service.
Believes in building lasting relationships based on trust and mutual respect.
Values continuous learning and professional development for all team members.
Fosters an environment of teamwork and collaboration.
Supports a culture of excellence, encouraging employees to challenge themselves and grow.
Environment + Sustainability
Net-Zero by 2050
Long-Term Sustainability Goal
Aims to achieve net-zero emissions as part of its sustainability efforts.
Committed to reducing environmental impact.
Implemented energy-saving initiatives and promotes sustainable office practices.
Active in renewable energy and green building projects.
Inclusion & Diversity
Employees feel valued and respected in a diverse and inclusive workplace.
Diversity goals are established and prioritized at all levels of the organization.
Employee resource groups are supported to foster a sense of community.
Regular reviews and reporting on diversity and inclusion metrics are conducted to drive continuous improvement.