Accounting Specialist

About OpenTech Alliance, Inc.

OpenTech is a highly regarded niche technology company providing innovative solutions and exceptional service for self storage property owners and customers. We have the high energy level and customer focus of a pioneering startup, backed by years of experience and the leadership of a top management team. We are passionate about partnering with our customers to create opportunities for success, and committed to continuously improving ourselves, our processes and our solutions. We make mistakes, but we believe it is how we recover from them that makes us a great company. Sound like the place for you?

Are we looking for you?

You are professional, collaborative, dependable and an open communicator. You value integrity and bring a positive attitude to everything you do. You are a creative problem solver, enjoy a dynamic environment, have success working with cross-functional teams and believe in technology to provide solutions. You are organized but flexible, and ready to step up or step in as needed. You respect individuality and diversity, and actively seek the perspectives, ideas and insights of others. You care about where you work and the people you work with. You like people and they like you.

What's the Role

The accounting Invoicing/clerk is responsible for performing daily invoicing functions within the accounting and/or sales division; all billings to customers as well as the cash application of customer payments received by the organization.

What you will do: Core duties and responsibilities include the following and other duties as assigned.

• Creates all invoices to customers and runs validation reports to understand variances and ensure accuracy and completeness.
• Familiar with accounting software, QuickBooks, JD Edwards etc
• Make calls to customers to review invoices.
• Issue refunds, credits, and adjustments.
• Create ad hoc invoices
• Create charts and graphs for unit metrics
• Analyze fund balances for reasonableness
• Reconcile and research favorable and unfavorable deposit adjustments
• Reconciliation of customer accounts
• Light collection activity
• Reviews agreements and make recommendations for changes
• Applies customer payments, processes credit memos
• Researches and solves payment discrepancies as well as reviews A/R aging and assists with collections.
• Processes credit card and ACH payments and manages auto-payments for customers with usage-based billings.
• Makes adjustments to accounts as needed.
• Updates weekly A/R report for Customer Success Management team.
• Provides support to accounting and sales as required.

Other Functions

• Performs other duties as assigned by supervisor
• This role can have no prior or current felonies related to financial matters

Necessary Tools & Skills:

· Associates degree in Accounting preferred

· 2 to 3 years of related experience

• Knowledge of computers including Microsoft Office Suite, accounting software and internet-based systems and accurate analytical skills
• Ability to work independently in reconciling and analyzing individual bank accounts for the Association.
• Ability to work with Quickbooks and/or other accounting software in performing job duties.

Job Type: Full-time

Benefits:

· 401(k)

· 401(k) matching

· Dental insurance

· Disability insurance

· Employee discount

· Health insurance

· Life insurance

· Paid time off

· Parental leave

· Vision insurance

The Fine Print

OpenTech reserves the right to change or modify job duties and assignments at any time. The above job description is not all-encompassing. Position functions and qualifications may vary depending on business necessity.

OpenTech Alliance, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, OpenTech Alliance, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Type: Full-time

Pay: $20.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Accounting: 2 years (Required)
• QuickBooks: 2 years (Required)

Work Location: One location