Accounting Assistant

Job Description

Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/

Website: www.equifyfinancial.com

Position Summary: The Accounting Assistant will be responsible for processing and monitoring AP transactions, ensuring accurate and timely payments to vendors, and maintaining proper documentation of financial records. This role will also be responsible for assisting the accounting department with administrative items such filing, recordkeeping, data entry, invoicing, and other tasks as assigned.

Key Roles / Responsibilities:

• Process and monitor accounts payable transactions, including coding, verifying, and reconciling invoices and purchase orders.
• Ensure accurate and timely payments to vendors, in accordance with established policies and procedures.
• Respond to vendor inquiries and resolve any discrepancies in a timely and professional manner.
• Maintain accurate and complete documentation of financial records, including invoices, receipts, and purchase orders.
• Assist with month-end and year-end closing processes related to accounts payable.
• Contribute to the development and implementation of AP policies and procedures, ensuring compliance with internal controls and accounting standards.
• Collaborate with cross-functional teams to improve AP processes and systems.

Required Education, Experience, and Qualifications:

• High school diploma or equivalent – Required.
• Associate or bachelor’s degree in accounting or finance – Preferred
• Experience in the financial services industry.
• Strong problem-solving and analytical skills.
• Two (2) or more years of experience in accounts payable or a related field.
• Strong knowledge of accounts payable processes, including coding, verification, and reconciliation of invoices and purchase orders.
• Familiarity with Microsoft software such as Outlook, Word, Excel, Teams, and others.
• Familiarity with financial software, such as Microsoft Dynamics, Solifi, or others.
• Detail-oriented with excellent organizational and time management skills.
• Ability to work independently and prioritize tasks effectively.
• Excellent verbal and written communication skills.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits:

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program – Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

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