Job Description
The Role
What You’ll Do
Invoice & Payment Management
- Track and manage incoming payments, ensuring timely follow-up on outstanding invoices.
- Maintain accurate financial records in the Epic system to support seamless bookkeeping operations.
Binder & Documentation Tracking
- Verify and collect required binders and supporting documents to ensure compliance with company policies and procedures.
Data Entry & System Updates
- Accurately input financial transactions and client records into Epic, enabling smooth accounting follow-ups and reporting.
Accounts Receivable Coordination
- Collaborate with the bookkeeping and accounting teams to ensure timely collections, reconciliations, and financial reporting.
Process Consistency
- Maintain a steady, structured workflow with a high level of accuracy, ensuring tasks are completed efficiently and consistently.
Ideal Profile
What You Bring
Experience & Expertise
- A solid background in bookkeeping, accounting, or accounts receivable is essential.
- Prior experience with Epic is a plus, but training will be provided if needed.
Technical Skills
- Proficiency in data entry, invoicing, and basic accounting principles.
- Familiarity with financial systems and tools for accurate record-keeping.
Communication Excellence
- Strong written and verbal English skills for professional client correspondence and documentation.
Work Ethic
- Comfortable with repetitive, process-driven tasks while maintaining precision and efficiency.
Organizational Skills
- Diligent follow-up to ensure all documentation is properly recorded, filed, and compliant with policies.
Why Join Us?
This remote role offers a fantastic opportunity for a detail-oriented professional who thrives in an organized and steady-paced environment. You’ll be a vital part of our accounting team, ensuring financial operations run smoothly and accurately. With the flexibility to work from home, you’ll enjoy the balance of managing tasks independently while contributing to a collaborative team effort.
Apply Here
https://wkf.ms/4g8b9ZO
If you’re passionate about financial accuracy and love working in structured, process-oriented roles, we’d love to hear from you. Apply today and take the next step in your accounting career—right from the comfort of your home!
What’s on Offer?