Are YOU passionate about accounting and finance, keen on delivering top-notch service while playing a crucial role in the daily operations of a thriving office? Our client a well-established financial services firm in Waukesha is seeking an experienced Accounting Specialist. This role involves handling a range of essential tasks to support the financial advisor in driving business growth. The ideal candidate will manage day-to-day financial processes, aid in managing vendor relationships, and implement efficient accounting procedures. Strong work ethic, attention to detail, and experience in project oversight are essential qualities for this position.

Do YOU have Accounts Payable & Receivable proficiency to handle day-to-day financial operations? From managing cash flow, vendor payments, to credit card processing, YOUR expertise will be crucial. On the receivables side, responsibilities include contract reviews, monthly invoicing, and customer record maintenance for smooth transactions.

Documentation and Compliance are also key aspects of this role. Ensuring all necessary paperwork, like W-9 information, is obtained from vendors for seamless accounting operations while maintaining compliance with industry regulations.

As part of the team, YOU will assist in month-end closing processes, including bank reconciliations and general ledger auditing, contributing to accurate financial reporting through meticulous attention to detail. Additionally, responsibilities extend to payroll processing, commission management, benefit administration, and handling administrative tasks such as scanning invoices and maintaining an efficient electronic filing system.

If YOU are an "A" player looking to learn and grow and this sounds like YOU then reach out to me today to be part of their expanding firm!!!