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Associate Staff Accountant – Client Accounting Services
Business Benefits Group (BBG). Record and code daily bank, credit card, payroll, and other journal transactions to correct general ledger accounts and classes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and accounting processes, including transaction coding, reconciliations, and financial reporting. Proficient in cloud accounting software and Excel, with a strong focus on accuracy and attention to detail.
Highest-signal resume keywords
Bookkeeping ExperienceCloud Accounting Software ProficiencyFinancial Statement UnderstandingAttention to DetailCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction CodingReconciliationFinancial ReportingPayroll ProcessingAccounts PayableAccounts ReceivableBasic Accounting PrinciplesExcel ProficiencyData OrganizationJournal Entries
Soft Skills
Attention to DetailCollaborative MindsetOpenness to FeedbackClear CommunicationTime Management
Tools & Technologies
QuickBooks OnlineXeroExcelGoogle Sheets
Industry Keywords
AccountingFinanceClient Accounting ServicesSOPsVendor Management
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Record and code daily bank, credit card, payroll, and other journal transactions to correct general ledger accounts and classes
- Assist with monthly bank, credit card, loan, intercompany, and balance sheet reconciliations
- Prepare and maintain supporting schedules for key balance sheet accounts
- Support accounts payable processes, including vendor bills, coding, approvals, vendor records, payments, and AP aging
- Support accounts receivable processes, including invoicing, payment application, collections follow-ups, and AR aging
- Assist with payroll workflows, payroll journal entries, and payroll-related account reconciliations
- Maintain organized electronic workpapers and documentation
- Help prepare standardized monthly financial reporting packages for senior staff
- Research and resolve basic variances or data issues under direction of senior staff
- Communicate with internal team members and occasionally clients via email, chat, and video
- Contribute to process improvements and document repeatable procedures in firm SOPs
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or related field (or in progress with relevant experience)
- 2–5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part-time roles acceptable)
- Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements
- Experience with cloud accounting software (e.g., QuickBooks Online, Xero, or similar) preferred
- Proficiency with Excel/Google Sheets, including basic formulas and data organization
- Strong attention to detail and accuracy when coding transactions and performing reconciliations
- Ability to manage multiple client deadlines and prioritize tasks in a fast-paced environment
- Comfortable working with checklists, documented procedures, and standardized workflows
- Clear written and verbal communication skills
- Collaborative mindset and openness to feedback, coaching, and learning new systems
- High level of integrity and respect for client confidentiality
Benefits
Comp & perks- Website LinkedIn All Job Openings 51 - 200 employees 💼 Consulting 🏥 Healthcare 📦 Logistics Consulting
- Healthcare
- Logistics Business Benefits Group (BBG) is a premier benefits consulting firm providing a wide range of insurance and benefits solutions to organizations of all sizes. They specialize in employee benefits consulting, business insurance, HR technology solutions, retirement planning, and wellness advocacy. BBG offers personalized support through a team of skilled professionals who assist companies in improving employee benefits, managing business insurance, enhancing HR processes, and planning for retirement. Their services extend to international health insurance, self-funding, compliance, and a variety of property and business insurance solutions. BBG is known for their insightful and impactful consulting services, helping businesses grow while maintaining stability and longevity. They strive to offer customized solutions that meet the diverse needs of their clients across various industries.