Accounting Associate
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Job Description
Accounting Associate responsible for internal financial operations and client processes at Conference Catalysts. Ensuring financial accuracy, operational efficiency, and a high standard of service.
Responsibilities:
- Reconcile company and employee credit card transactions and ensure accurate tracking of budgets
- Perform monthly bank account reconciliations and investigate discrepancies
- Maintain and continuously validate the accuracy of financial records across internal accounting systems
- Assist with periodic internal financial audits in coordination with the CEO
- Monitor financial workflows and identify discrepancies, inefficiencies, or process improvements
- Prepare and issue client invoices for Conference Management, Operations Management, and Digital Solutions services
- Monitor incoming payments and ensure accurate tracking of accounts receivable
- Respond to client billing inquiries and coordinate with internal stakeholders to resolve discrepancies
- Monitor outstanding invoices, proactively follow up on payment status, and support timely collection of receivables
- Maintain clear documentation of billing workflows and client financial records
- Coordinate employee expense reimbursement cycles, communicate timelines, and ensure compliance with internal policies
- Review and validate submitted expense reports for completeness and accuracy
- Recommend improvements to expense management processes and documentation
- Process vendor payments and other financial disbursements via check, credit card, or electronic transfer
- Maintain accurate documentation and tracking of payment requests, ensuring transparency and audit readiness
- Collaborate with internal business units to ensure financial data and billing processes align with client contracts and operational workflows
- Support audit review of final conference budgets prior to financial close
- Support the preparation of client financial reports when requested
- Serve as a financial administrative liaison for clients regarding accounts payable and receivable matters
- Other duties as assigned.
Requirements:
- Bachelor’s degree in accounting, finance, business administration, or related field
- 3+ years of experience in accounting or bookkeeping
- Advanced proficiency using Microsoft Excel
- Proficiency using the accounting software, such as QuickBooks online, QuickBooks desktop, Xero, Sage, etc.
- Strong organizational skills with the ability to manage multiple financial workflows simultaneously and operate with minimal supervision
- Ability to handle sensitive information with the highest degree of confidentiality
- Demonstrated ability to identify inefficiencies and recommend process improvements
- Strong customer service orientation and written communication skills for supporting internal team members and external clients.
Benefits:
- Comprehensive Medical, Dental & Vision Insurance (Full employee premiums covered by Conference Catalysts)
- Health Flexible Spending Account (FSA) for eligible health & wellness expenses
- 401(k) Retirement Plan following the 90-day onboarding period (Conference Catalysts matches dollar for dollar, up to 5% of employee deferrals)
- Uncapped flex time off following the 90-day onboarding period
- 14 paid company holidays
- Individual professional development budget
- Annual office discretionary budget
- Monthly gym membership reimbursement
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