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Accounting Specialist

Company: RetireMed
Location: Miamisburg
Posted on: May 16, 2022

Job Description:

Job Description ole Description: The position will assist the finance department in accurately administering billings/payables, revenue and expense management, budgeting, company performance evaluation, and special financial projects. This position will play an important role in the overall financial management of the company. Primary Responsibilities & Accountabilities : Support the establishment and management of company-wide budget Monthly reports detailing material differences from projections for expenses and revenue Quarterly evaluation and budget adjustments based on adjusted expectations Analyze departmental budgets and relay pertinent information to department heads Prepare monthly reports detailing department budget details Lead monthly budget meetings to provide insights into department budgets Contributor to the attainment of desired revenue growth Revenue projections based on sales activity, product types, timing, etc. Continuous evaluation of key performance metrics Assure all financial obligations are met Invoices/Payables paid and processed weekly Generate ACH files & cut checks and verify payment information is correct for both Assure integrity of all company financial records and activity Ensure financial reports are presented to promote efficiency and essential details Preparation of monthly Financial Notes Manage relationships with financial institutions and vendors as appropriate Request W9---s, set up ACH payments, resolve payment issues, etc. Assist in preparation and calculation of in-house commissions for RetireMED agents General and Other Tasks : Monitor accounting inbox and assist with miscellaneous requests Prepare journal entries on an as needed basis Maintain accounting documents, contracts, and records Provide support for reconciliation of credit card statements Evaluate commission income from carriers Maintain all accounting processes; establish additional processes as required Assist with completion of annual tax requirements Minimum Skills & Experience Requirements : Bachelor---s degree in Accounting or Finance Strong focus on accuracy and attention to detail Strong mathematical and problem-solving skills Ability to multi-task and prioritize workload Ability to work independently and within a team to accomplish department goals Strong communication skills --- verbal, written, and listening Experience with Microsoft Office with strong emphasis on Excel Basic understanding of databases, the internet, and accounting systems Professional demeanor, positive attitude, and team player Company Description Years ago, RetireMed president Don Mackos identified the need for a service to provide health coverage guidance to local retirees and anyone age 65 and older. As health care was becoming more complex, an increasing number of those preparing to retire or looking to transition to Medicare were left to figure out their options on their own. He envisioned a team of passionate individuals who could step in and provide expert guidance in a very thoughtful, personal way. In 2007, RetireMed opened its doors and the response has been overwhelmingly positive. We have emerged as a recognized regional leader and, to date, have provided stress-free Medicare guidance to more than 50,000 retirees.

Keywords: RetireMed, Dayton , Accounting Specialist, Accounting, Auditing , Miamisburg, Ohio

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