Accounting Specialist, Managed Services

An Accounting Specialist, Managed Services has the knowledge to assist in daily accounting tasks. The position requires the ability to work independently and in teams. Specialists are often responsible for completing parts of projects or activities as part of a team. They must also be client-oriented and able to explore sales activities. 

A Specialist should have a wide knowledge of Costpoint.  They must be able to process accounting tasks on behalf of clients and communicate effectively with clients to ensure deliverables are completed on time.  Accounting tasks may include but are not limited to: Accounts Payable processing, Accounts Receivable processing, Invoicing, Timesheet and Expense processing, and account reconciliations.

This is a customer-facing position

Performance-based criteria 

• Effectively express ideas and thoughts in multiple modes (written and verbal) 
• Exhibit good listening and comprehension skills 
• Maintains effective communication to ensure all impacted participants are informed 
• Ability to set and meet customer commitments and respond to customer needs on time 
• Uses time efficiently and able to integrate change smoothly when priorities change 
• Ability to prioritize and plan work activities appropriately 
• Gathers and analyzes information skillfully 
• Works well in a group problem-solving situation 
• Ability to develop and communicate alternative solutions to complex problems 
• Demonstrates accuracy and thoroughness of proposed solutions with a focus on quality 
• Exhibits objectivity and openness to others’ views 
• Ability to balance team and individual responsibilities 
• Meet or exceed the required billable utilization requirements as directed by the Manager 
• Record time worked daily 

Working with clients 

• Demonstrate basic knowledge of Costpoint Core and add-on functionality 
• Organize and execute assigned activities as directed by the Project Team, Senior or Principal Business Application Consultant

Working within Infotek 

• Develop and maintain internal and client-facing documentation, user guides, and templates 
• Adaptable to learn new skills and modules as directed by the Manager 

Required Experience/Skills

Proven experience as an accounting specialist or equivalent position

Highly motivated and self-directed work ethic

Aptitude in creative problem-solving

Outstanding communication and interpersonal skills

Analytical mind with excellent data collection and analysis skills

Must be willing to work occasional nights and weekends if required 

The job is remote and may require some travel 

Preferred Experience/Skills

2+ years of experience with Deltek Products

Education/Certifications

AS/AA in business administration or relevant field preferred, although years of experience will be considered in lieu of Associate’s degree

Deltek Certified in the below areas or the ability to become certified within 1 year of employment dependent upon the assigned role 

• Accounts Payable, Billing & Accounts Receivables, General Ledger, Projects 
• Time Collection, Expense

Physical Requirements

Consistently requires sitting or standing for a majority of the day to complete essential job duties on the computer and telephone

Consistently requires auditory abilities to efficiently listen and effectively communicate with clients, vendors and staff to carry out essential job duties

Occasionally requires standing to scan, print and copy job related documents to carry out job duties

Occasional overnight travel by land and/or air may be necessary