Client Data Coordinator- Hybrid Work Schedule Job at PBMares LLP
PBMares is seeking a Client Data Coordinator to support our Harrisonburg or Richmond, VA location. May consider fully remote.
What you will do:
- Responsible for organizing all data needed or desired to meet the engagement objectives in accordance with the arrangement letter
- Interact with external Pathway clients in a professional manner
- Successfully follow defined processes
- Contribute to improvement of efficiencies in cooperation with the Lead Data Coordinator
- Coordinate with the Controller regarding client transactions, inefficiencies, and end of month review items
- Consult with the Lead Data Coordinator on any questioned or unusual items
- Communicate client status to the Lead Data Coordinator on a weekly basis
- Complete tasks as assigned per the workflow system including daily, weekly, and monthly tasks
- Process client transactions utilizing platform systems
- Manage day to day A/P invoice transactions with clients
- Manage A/R invoices & Payments, transferring POS data
- Manage payroll integrations, imports, and summary journal entries
- Record standard journal entries
- Validate client, automated, and other transaction entries
- Work with a multi-dimensional transaction coding/tagging
- Bank/credit card reconciliations
- Maintain files and documentation thoroughly and accurately including work paper preparation, account analysis, and checklist completion
- Assist with other projects as needed
- Use problem solving skills to resolve accounting issues
- Work both independently and as a team
What you get:
- Full benefits: medical, dental, 401K match
- Paid Time Off
- 9 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours- Friday half days (based on a minimum 40 hour work week)
- Company investment of a minimum of 40 hours learning and development annually
- Path to Partner Program
- CPA Certification reimbursement and bonus program
- The opportunity to grow and shape the future of the firm
Job Type: Full-time
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