Settlement Specialist/Bookkeeper
Etix · Morrisville, NC · 2 wk ago
On-siteAccountingFull-time
Key Duties and Responsibilities
- Weekly settlement and review of client accounts
- Monthly invoicing and review of client accounts
- Onboarding new Etix clients
- Aid with ad hoc and special projects
- Prepare reconciliations, analysis, and reports as needed for management and clients
- Other duties as assigned by management
Skills/Experience Required
- Bachelor’s Degree preferred; Concentration in Accounting or Finance preferred
- Excellent analytical skills and attention to detail
- Advanced experience with Microsoft Excel
- Experience with QuickBooks
- Ability to manage multiple projects simultaneously
- Experience supporting external customers and internal teams
- Strong verbal and written communication skills; the ability to interact positively with coworkers, leadership team, and clients.
- Ability to work independently and within a team environment
Benefits
- Healthcare: Competitive medical, dental, and vision coverage options for Etix team members and their eligible family members, including domestic partners.
- Healthcare Financial Savings: Flexible Spending Accounts (FSA), Limited Purpose Flexible Spending Accounts (LPFSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) in conjunction with our healthcare offerings.
- Financial Protection: Life insurance, AD&D insurance, short-term disability, long-term disability and workers’ compensation are offered for eligible team members and paid by the company. Optional additional Life Insurance and AD&D may be purchased to cover an employee, spouse, and/or child(ren).
- Retail Planning: A 401k retirement savings plan with Fidelity Investments. Included in this program is financial planning and budgeting counseling.
- Vacations & Holidays: Paid Time Off benefits in addition to paid company holidays.
- Parental Leave: Available to new Mothers and Fathers to help assist team members welcome a new child to their family.
- Work Attire Program: Every day casual dress code. Business casual attire is preferred for on-site or with clients. Etix offers branded apparel for client facing team members.
Other Information
- No sponsorship or H1B situations can be accommodated
- Relocation is not available for this position