Accounting Assistant Job at Timothy Jon & Associates, Milwaukee, WI

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  • Timothy Jon & Associates
  • Milwaukee, WI

Job Description

Accounting Assistant

As one of the region's leading real estate firms, our client is experiencing remarkable growth and is eager to expand their team. This dynamic, mid-sized company consistently exceeds client expectations by delivering exceptional service.

With a nationwide presence, this developer boasts a vibrant workplace culture, selecting team members based on skills, integrity, and passion for the industry. They foster a collaborative environment that encourages innovation and empowers employees to take leadership roles by offering the necessary training, tools, and opportunities for career success. This company provides competitive compensation and benefits packages, including top-tier medical plans, flexible spending accounts, a 401(k) plan with company matching, and company-paid life and disability insurance.

Accounting Assistant Responsibilities:

- Assist in explaining invoices to customers to maintain current receivable accounts

- Communicate with customers and business partners via phone and email

- Prepare aging reports, customer statements, and other ad-hoc financial reports

- Enter invoices and apply late fees and interest in YARDI for overdue accounts

- Collaborate with the legal department to issue demand letters as needed

- Ensure accuracy of customer ledgers and financial records

- Analyze account variances, review ledger details, and record necessary adjustments

- Assist in year-end audits and financial reviews

- Respond to tenant inquiries about invoices, statements, and billing issues

- Manage the AR inbox, directing emails to the appropriate departments

- Support account reconciliations as needed

- Contribute to process improvements and drive continuous efficiency

- Perform other duties as assigned

 

Accounting Assistant Qualifications:

- Associate's degree in accounting or finance preferred

- Proficiency in MS Excel at an intermediate level

- Strong understanding of fundamental accounting concepts

- Ability to prioritize and manage multiple tasks effectively; self-driven

- Exceptional attention to detail and strong analytical and problem-solving skills

- Excellent communication skills for working with both internal and external stakeholders (property managers, legal teams, tenants, etc.)

- A collaborative team player who thrives in a fast-paced environment

- A proactive approach to problem-solving and a willingness to learn new skills

- A positive, resilient attitude with a passion for process improvement

- Prior experience with YARDI is a plus

Job Tags

Flexible hours,

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