Accounting Associate
The Accounting Associate supports multiple company regions by managing accounts receivable and payable, transaction input, and monthly financial close processes. This role emphasizes accuracy, proactive follow-up on outstanding items, and leveraging AI tools to enhance efficiency. The position offers a hybrid work schedule and growth opportunities within a fast-growing food sales and marketing agency.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Confidential Client is hiring an Accounting Associate to join their finance team in Charlotte, NC. This full-time role supports multi-entity accounting operations (AR/AP, treasury, reconciliations, invoicing) and partners regularly with sales teams and third-party clients. Entry-level candidates (0–2 years) are welcome — we value curiosity, strong Excel skills, attention to detail, and a willingness to adopt AI-enabled productivity tools.
Key Responsibilities
- Perform full-cycle Accounts Receivable and Accounts Payable tasks with accuracy and timeliness.
- Enter and translate transactions, post deposits, and maintain data integrity in QuickBooks/Intuit or similar systems.
- Prepare monthly close deliverables: account reconciliations, monthly stats, and variance analysis.
- Reconcile commission and billing discrepancies; follow up on open receivables and reimbursements until resolved.
- Support daily and monthly treasury activities, including online bank deposits and scanning documents to SharePoint.
- Generate and submit client invoices for reimbursable expenses; coordinate billing for trade-show activity and other events.
- Maintain quality-control checkpoints for billing workflows and approval backup.
- Triage department communications, draft professional responses, and escalate as needed (AI-assisted drafting encouraged).
- Actively use approved AI tools (e.g., Microsoft Copilot, Claude) and Excel automation (Power Query, advanced formulas) to accelerate analysis and reporting.
- Process daily incoming mail and checks; perform other finance admin duties as required.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- High proficiency in Excel (formulas, data transformation, reporting).
- Working knowledge of accounting software (QuickBooks/Intuit or equivalent) and Microsoft 365 (Word, PowerPoint, SharePoint).
- Strong verbal and written communication skills; ability to influence internal partners and chase down RFIs.
- Demonstrated discipline: able to multi-task, meet deadlines, and follow through on open items independently.
- Comfortable learning and using AI-assisted productivity tools as part of daily work.
Desired Qualifications
- 2+ years of professional accounting experience (preferred, not required).
- Experience with QuickBooks Online / Intuit Enterprise Suite.
- Hands-on experience with AI tools (Copilot, ChatGPT, Claude) in a professional setting.
- Familiarity with expense/automation tools (SAP Concur, RAMP) and reporting tools such as Power BI.
- Prior exposure to multi-entity or agency-style close processes.
Compensation & Growth
- Entry-level (0–2 years): $55,000+ base depending on experience; up to 10% bonus potential; 120 hours PTO.
- Clear growth path within the finance organization for candidates who demonstrate ownership and consistent follow-through.
Schedule & Work Model
- Monday–Friday, 8:00 AM – 5:00 PM.
- Hybrid after training: typically 3 days in-office, 2 days remote.
- Minimal travel (rare, primarily for continuing education).
Benefits
- Medical, dental, and vision insurance.
- Company life insurance and disability coverage options.
- 401(k) retirement plan.
- Employee Stock Ownership Plan (ESOP).
- Paid time off and company holidays.
What We Look For in You
- Strong attention to detail and a bias for resolving outstanding items proactively.
- Collaborative team player who can also work independently.
- Technically curious — quickly learns new platforms and leverages automation/AI to increase impact.
- Professional communicator who can interact with internal stakeholders and external clients.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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