Senior AR & AP Associate

Schellman is a Top 50 CPA firm and a leading provider of attestation and compliance services. Our professional services focus on security and privacy audits, assessments, and certifications. Schellman has become one of the largest cybersecurity assessment firms in the United States without providing any traditional accounting services. We are an accredited multi-framework ISO Certification Body for security, privacy, business continuity, and quality; a globally licensed PCI Qualified Security Assessor and a top provider to clients serving the federal DoD space as a leading FedRAMP 3PAO and the first assessment firm authorized as a CMMC C3PAO. Our specialty and expertise remain in providing best in class Cybersecurity and IT Audits and Attestations. Our culture, approach with clients, and dedication to our values has led us to consistently be a Great Places to Work certified company and rated as a Best Firms to Work For by Accounting Today and a Glassdoor Best Places to Work. We deeply appreciate our employees, as shown by our first core value – People Come First. This is demonstrated in our culture, benefits, and how we handle business. Come see what makes Schellman special! This r ole is p r i m a r ily r esponsi b le f o r Accoun t s Payable , T r avel and Expense , and Accoun t s Receiva b le p r ocesses , while also suppo rt ing da i ly accoun t ing ope r a t ion s and m on t h - end close p r ocedu r es. This posi t ion p r ovides f unc t ional suppo rt t o all depa rtm en t s wi t hin t he Co m pany and is expec t ed t o ope r a t e wi t h a high deg r ee o f independence , t aking owne r ship o f assigned wo r ks tr ea m s , d r iving p r ocess i m p r ove m en t s , and suppo rt ing audi t and p r o j ec t needs as t hey a r ise . This posi t ion r epo rt s to t he AR , AP & Cash M anage r . T h i s i s a Remo t e based ro l e , but cand i da t e i s requ i red t o be l oca t ed i n t he US Cen t ra l T ime Zone or Eas t ern T i me Zon e . Essential Functions : Manage t he AP inbox daily ; r eview and app r ove supp l ie r in v oices , ensu r ing p r ope r coding , app r op r ia t e app r ovals r ou t ing , and accu r a t e supplie r r eco r d m ain t enance Assis t wi t h pu r chase ca r d (p- ca r d ) ac t ivi t y and r ela t ed jou r nal en tr ies , ensu r ing p r ope r coding and policy co m pliance Assis t wi t h T r avel and Expense ( T&E ) ac t ivi t y ; r eview sub m issions f o r p r ope r coding and adhe r ence t o policy P r ocess cash en tr ies and p r epa r e bank r econcilia t i o ns Pr ocess cus t o m e r cash pay m en t s and accu r a t ely pos t t o cus t o m e r accoun t s Pe rf o rm quali t y assu r ance ac t ivi t ies t o r eview t he accu r acy and ensu r e t i m ely dis tr ibu t ion o f cus t o m er invoices P r ocess cus t o m e r invoices in t o t hi r d - par t y billing po rt als ( e . g ., Coupa , A r iba , e t c.) Assis t wi t h cus t o m e r cash applica t ions Se r ve as a backup f or va r ious accoun t ing f unc t ions as needed t o ensu r e con t inui t y of ope r a t ions Respond in a t i m ely m anne r t o all f o rm s of inqui r ies fr o m in t e r nal and ex t e r nal cus t o m e r s o r supplie r s Resolve iss u es a r ising fr o m ac t ions or even t s involving ad m i nis tr a t ive f unc t ions Suppo rt f inancial audi t ac t ivi t ies by ga t he r ing and o r gani z ing suppo rt ing docu m en t a t ion and liai s ing wi t h audi t o r s as needed M ain t ain , upda t e , and i m p r ove p r ocess f low docu m en t a t ion and poli c ies and p r ocedu r es suppo rt ing t he assigned a r eas I den t i f y inef f iciencies and d r ive p r ocess i m p r ove m en t and au t o m a t ion ini t ia t ives ; docu m en t wo r k f lows, evalua t e con tr ols , and leve r age t echnology t o r educe m anual ef f o r t and d r ive sus t ainable change Assis t wi t h m on th- end close p r ocedu r es , ensu r ing all assig n ed t asks a r e co m ple t ed accu r a t ely and on t i m e Assis t wi t h o t he r du t ies and special p r ojec t s as assigned Kno w ledge, Skills, and Abilities: Unde r s t anding o f bes t p r ac t ices f o r accoun t s r eceivable , accoun t s payable , tr avel and expenses , U . S. G AAP , gene r al ledger , and accoun t r econcilia t ion s Judg m en t t o plan , p r io r i t ize , and acco m plish goals ; abi l i t y t o t hink ahead and be p r oac t iv e Able t o m anage m ul t iple concu rr en t p r ojec t s ; m ee t s co mm it m en t s , wo r ks independen t ly , accep t s accoun t abi l i t y , handles change , se t s pe r sonal s t anda r ds , and s t ays f ocused unde r p r essu r e Co mm unica t es ef f ec t ively bo t h ve r bally and in w r i t ing ; c r ea t es accu r a t e and punc t ual r epor t s, delive r s p r esen t a t ions , sha r es in f or m a t ion and ideas wi t h o t he r s , and has good lis t ening ski l l s Tackles p r oble m s and t akes independen t ac t ion ; seeks ou t new r esponsib i li t ies , ac t s on oppo rt uni t ies , gene r a t es new ideas , and p r ac t ices sel f - develop m en t Deals w i t h o t he r s in a s tr aigh tf o r wa r d and honest m anne r ; is accoun t able f o r ac t ions , suppo rt s Co m pany values , and conveys bo t h good news and ba d M ee t s all t ea m and individual dea d lines and r espons i bi l i t ies , lis t ens t o o t he r s and values op t ions , helps m ee t goals and p r o m o t es a t eam at m osphe r e Abi l i t y t o adap t app r oach t o t he si t ua t ion , wo r k t h r ough con f lic t s , gain t r us t , and pe r suasively in f luence ou t co m es Abi l i t y t o solve p r oble m s , t ake owne r ship o f wo r ks tr eam t asks , and delive r r esul ts M ain t ains ex tr e m e con f iden t iali t y , bo t h in t e r nally and ex t e r nally , wi t h all m a tt e r s Seeks t o unde r s t and p r oble m s t ho r oughly be f o r e i m ple m en t ing solu t ions ; asks ques t ions t o cla r i f y r equi r e m en t s when a m bigui t ies a r e p r esen t; adap t s t o new envi r on m en t s and changing r equi r e m en t s ; pivo t s quickly as neede d Wh en coached , r esponds t o need and seeks in f or m a t ion f r o m o t her sou r ces ; shows com m i tm ent and dedica t ion t o sh r ink t he lea r ning cu r v e De m ons tr a t ed abili t y t o iden t i f y inef f iciencies and i m ple m en t p r ocess i m p r ove m en t s and au t o m a t ion ; able t o docu m en t wo r k f lows , evalua t e con tr ols, leve r age t echnology t o r educe m anual ef f o r t , and d r ive sus t ainable change ac r oss accoun t ing ope r a t ion s Expe r ience suppo rt ing in t e r nal and / o r ex t e r nal audi t p r ocesses ; f a m ilia r wi t h audi t r eques t m anage m en t, docu m en t a t ion s t anda r ds , and wo r king ef f ec t ively wi t h audi t o r s Flexi b i l i t y t o wo r k over t i m e du r ing busy pe r iods such as m on t h - end , quar t e r - end, yea r - end close , and du r ing audi t s M us t be able t o pa rt icipa t e in vi rt ual m ee t ings wi t h audio and video capabi l i t y ; acco mm oda t ions availa b le upon r eques t . Co mf o rt able wo r king wi t h dual m oni t o r s ; expe r ience wi t h a dual m oni t o r se t up p r e f e rr ed. Equip m en t can be p r ovided f o r quali f ied candida t es . Abi l i t y t o t r avel t o Ta m pa Headqua rt e r s and o t he r m ee t ing loca t ions occasion a ll y Education, Work Experience and Certification s Bachelo r ’s deg r ee i n Accoun t i ng , Finance , Business M anag e m en t, o r o t her r elevan t subjec t a r ea , O R equiva l en t yea r s o f expe r ience di r ec t ly r ela t ed t o t he du t ies and r esponsibi l i t ies speci f i e d 3 o r m o r e yea r s o f di r ect expe r ience r ela t ed t o t he du t ies and r esponsibi l i t ies speci f ie d Advanced p r o f iciency w i t h M ic r oso ft Excel r equi r ed Wo r kday Financi a ls expe r ience s tr ongly p r e f e rr e d Expe r ience w i t h a p r o f essional se r vices o r ganiza t ion a plu s Expe r ience w i t h p r iva t e equi t y backed o r ganiza t ion a plu s Expe r ience w i t h a m iddle m a r ke t o r ganiza t ion p r e f e rr ed Expe r ience w i t h t hi r d - pa rt y billi n g po rt als ( e . g. , A r iba , Coupa ) a plu s Schellman is an equal opportunity employer (EOE) and strongly supports diversity in the workplace; therefore, providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. Schellman uses E-Verify in our hiring process. At Schellman, we strive to provide a flexible and balanced environment and therefore offer the opportunity to work remotely, unless otherwise stated in the job requirements. Connecting, collaborating and continuous education are also highly valued and therefore we require some travel annually for our Internal Service Delivery roles, which can include in-person training, team meet-ups, and strategy meetings. Service Delivery team members will also be required to travel based on business and client needs.