Accounts Payable Specialist

About the role

Mission Wealth is hiring a growth-minded Accounts Payable Specialist to join our award-winning team. Our ideal candidate is an accounting professional with hustle and a few years of experience working in an accounts payable role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to accounting. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.

Responsibilities

• Review, code, and process vendor invoices accurately and in a timely manner
• Manage accounts payable workflows and expense-related activities within Ramp, including coding and processing corporate credit card transactions in accordance with the company's internal expense policy
• Record and maintain accurate accounts payable transactions within QuickBooks
• Utilize Salesforce to access and maintain relevant information and support cross-functional workflows
• Review invoices for appropriate documentation, coding, and approvals prior to payment
• Prepare and process vendor payments in accordance with established company procedures
• Maintain accurate vendor records and supporting documentation
• Reconcile vendor statements and research and resolve discrepancies
• Respond promptly and professionally to vendor inquiries regarding invoices and payments
• Partner with internal departments to resolve invoice, coding, approval, and payment issues
• Review employee expense and reimbursement submissions, verify supporting documentation and coding for accuracy and compliance with the company's internal expense policy, and submit approved reimbursements for processing
• Reconcile accounts payable activity and assist with month-end close
• Support the preparation of accruals and other accounts payable-related journal entries, as needed
• Maintain appropriate documentation and adhere to established internal controls and approval procedures
• Support internal and external audit requests by gathering invoices, payment records, approvals, vendor documentation, and other accounts payable support as needed
• Assist with year-end vendor reporting, including Form 1099 preparation and processing
• Help maintain consistency and accuracy of information across Ramp, QuickBooks, and Salesforce
• Prepare and send a limited volume of manual client invoices, currently approximately 20–40 invoices per quarter
• Coordinate with advisors to confirm billing details, resolve questions, and support timely and accurate invoicing for these accounts
• Identify opportunities to streamline accounts payable workflows and improve efficiency
• Support the Director of Finance and Accounting team with special projects and other responsibilities as needed

Qualifications

• 3+ years of accounts payable, accounting, bookkeeping, or related experience preferred
• Experience with Ramp, QuickBooks, and Salesforce is highly preferred
• Associate's or bachelor's degree in Accounting, Finance, Business, or a related field preferred; equivalent relevant experience will also be considered
• Experience supporting billing or accounts receivable activities is helpful but not required
• Working knowledge of accounts payable processes and basic accounting principles
• Strong proficiency with Microsoft Excel and other Microsoft Office applications
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time-management skills
• Ability to manage multiple priorities and consistently meet deadlines
• Strong analytical and problem-solving skills, particularly when researching discrepancies or reconciling transactions
• Strong written and verbal communication skills
• Ability to learn and navigate technology platforms efficiently
• Ability to handle confidential financial and business information with discretion

What we are looking for

• Takes ownership of responsibilities and follows through on commitments
• Has a strong eye for detail and enjoys keeping financial records accurate and organized
• Is comfortable working daily across Ramp, QuickBooks, Salesforce, and Excel
• Can investigate discrepancies and independently work toward solutions
• Communicates professionally and provides excellent service to employees and vendors
• Works effectively both independently and collaboratively
• Is adaptable and comfortable working in a technology-driven environment
• Looks for opportunities to improve processes while maintaining strong financial controls
• Brings a positive, dependable, and service-oriented approach to the team

Pay

$70,000 base, plus $20,000 annual bonus paid in quarterly increments

Schedule

Full-time, salaried exempt. This position is based out of our office in Santa Barbara. This is an in-office position.

Benefits

• Medical/dental/vision benefits
• 401(k)/Profit Sharing
• Volunteer Time Off (VTO)
• Family Medical Leave (FMLA)
• Sabbaticals
• Wellness benefits
• Ongoing educational reimbursements
• Team-based compensation plan
• Defined pathways to equity partner in the firm