Accounting Assistant

The Accounting Assistant i s responsible for all aspects of AR and file maintenance, relating to cash application and reconciliation, invoice and credit transactions and bank reconciliations for AR receipts.

Essential f unctions

Reasonable accommodations may be made to enable individuals with disabilities to perform the se essential functions.

D ownload daily the ROA report from the day before and apply all CC transactions

Daily deposits

Every morning, check bank for ACH / wires and Lockbox Deposits

Post all ACH / wires to proper payment location

Post all lockbox deposits before the end of the day or within 24 hours.

Make note on the account for any overpayments

Send any Lien releases / account correspondence to Credit Admin istrators

Post any returned checks or Credit Card Chargebacks

Apply credit requests from branch admins daily

Send out requests for refunds daily - ensure original check pulled / reason for refund

Clean up A / R account as necessary

Pre-Closing

P rocess and record all cash transactions received before the end of the day

All checks, ACH's, Wire and cash must be posted before closing

Apply all Warranty credits from the current month

Apply all Parts and Commission credits from the current month

Run miscellaneous reports as requested by management

Supervisory r esponsibilit ies

None

Work e nvironment

Environment is consistent with that of an office environment, using a computer, telephone, and other office equipment . May encounter interruptions through out the day.

Physical d emands

Prolonged periods of sitting at a desk, working on a computer and telephone.

Travel required

None

Preferred e ducation and e xperience

1-2 Years Accounts Receivable, Accounting or Finance experience

Associates Degree in Accounting or Finance

Other Duties

Please be aware that while this job description provides an overview of the main activities, duties, and responsibilities expected of the employee in this role, it may not encompass every task or requirement. Additionally, the nature of the position necessitates the potential for changes in duties, responsibilities, and activities, which may occur with or without prior notice. The employer reserves the right to modify and adapt these aspects as necessary to meet evolving business needs and organizational objectives .

Additional Eligibility Requirements

At Synergy Equipment, we prioritize the safety and well-being of our employees. To ensure a secure work environment, we require all successful candidates to undergo a drug test and background check before their start date. This policy is in place to maintain the highest standards of safety and security for our team members.

What are the Benefits?

Synergy Equipment values its employees and their families. Because of this we offer many benefits to our employees. These include medical, dental, and vision insurance; health savings accounts; 401(k) and Roth retirement options with company match; Life and Disability Insurance; and Paid Time Off that includes vacation and paid holidays.

At Synergy, we are committed to fostering professional growth and development. We provide comprehensive training programs to equip our employees with the skills they need to excel in their roles. Moreover, we prioritize offering career growth opportunities, allowing individuals to progress and advance within the company.

By offering these extensive benefits, fostering a supportive work environment, and investing in our employees' development, Synergy Equipment demonstrates its dedication to the overall well-being and long-term success of our employees.

Synergy is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.