The Accounts Payable Specialist will keep financial records, prepare reports, and update financial information. The specialist must be familiar with accounting procedures and should have experience with accounting software programs. The ideal candidate will be able to process business transactions and handle accounts payable, expense reports, receipts, and other financial matters. Proven accounting experience is required.
Essential Functions
- Enter weekly bills and apply payments
- Process payments via ACH, Wires, CC, Bank Draft, or NACHA file
- Vendor communication and relations
- Verify expense reports with various departments
- Fact-checking invoices for payment and processing
- Assisting the accounting team with audits, forecasts, and other fiscal planning
- Correcting and modifying inaccurate files and records
- Reconciling monthly payables account balances
- Assisting other departments within Quility as needed for financial records and keeping records up to date
- Maintaining a virtual filing system
- Maintain W-9 forms for year-end
- Handling bookkeeping and following accounting best practices
Required Competencies
- Knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations and Generally Accepted Accounting Principles (GAAP)
- NetSuite or equivalent ERP system Experience
- Financial records analysis & data transfer
- Data entry and word processing skills
- Self-motivated and self-directed
- Accurate and precise attention to detail
- Strong written and verbal communication skills
- Excellent time management skills; able to prioritize
- Strong aptitude for numbers, spreadsheets, and financial reports
- Excellent computer skills; experience in accounting software, Microsoft Office Suite, including advanced Microsoft Excel
Required Education and Experience:
- Bachelor’s degree in Accounting, Finance, Business, or a related field
- 1-3 years of proven accounting/accounts payable
- Experience using NetSuite Preferred
Quility is a leading technology-enabled, independent provider of insurance protection and financial wellness solutions. With thousands of agents operating in all 50 states and a corporate staff of over 200 strong, we forge long-lasting relationships with America’s families and curate life insurance solutions to meet their evolving needs. Our advisors, partners, and team members come from a variety of backgrounds, but we all have one thing in common: We are dedicated to helping our clients protect what matters most.
