Accounting Assistant

About the Role

This entry-level office position provides administrative support across accounting, collections, and general business functions, with a primary focus on billing and accounts receivable. The role works closely with the Accounting Manager and project teams to ensure accurate documentation, timely communication with customers, and efficient processing of financial transactions. The ideal candidate is detail-oriented, organized, and eager to learn. This position may also serve as backup for front desk/reception duties as needed.

Responsibilities

• Prepare, submit, and track waiver requests; resolve any issues preventing timely issuance
• Email or mail monthly statements and invoice copies to customers upon request
• Scan and send pay applications to general contractors, and file paid applications appropriately
• Support collection efforts by coordinating with project managers and project accountants to follow up on past-due invoices
• Apply customer payments and assist with maintaining cash receipts spreadsheets and cash sales records
• Process customer credit card payments and perform monthly credit card reconciliations
• Support daily administrative tasks including documentation, data entry, and internal communications
• Provide receptionist support as needed, including answering phones and greeting visitors
• Perform other related duties and special projects as assigned

Requirements

• High school diploma or equivalent; some college coursework in business or accounting preferred

Skills

• Basic understanding of accounting and collections processes
• Proficiency in Microsoft Excel and Word required
• Strong written and verbal communication skills
• High attention to detail, accuracy, and ability to meet deadlines
• Customer service mindset with professionalism in all interactions
• Self-motivated and well-organized with the ability to prioritize and multitask effectively

Benefits

• Comprehensive benefits: health, dental, vision, prescription coverage, life insurance, and 401(k) with company match
• Generous paid time off for rest, family, and self-care
• Career growth through continuous learning, mentorship, and leadership training, including access to CBX University, our in-house development program
• Supportive culture that values innovation, creativity, and teamwork