A long-established insurance and risk management agency with nationwide reach, providing comprehensive services in insurance, bonding, employee benefits, and financial solutions. The firm serves a diverse range of clients, including manufacturers, contractors, and transportation carriers. Known for its commitment to personal service and high performance, the organization ensures reliable coverage, efficient processes, and long-term protection for clients of all sizes.
Position Overview
We are seeking a reliable and detail-oriented Accounting Specialist to join our team in Cleveland, OH. This role is focused on supporting the company’s day-to-day accounting operations, including transaction processing, reconciliations, and financial reporting. The ideal candidate is analytical, organized, and eager to continue developing their accounting skills within a collaborative, professional environment.
Key Responsibilities
Core Accounting Functions
- Record and post daily financial transactions, including accounts payable and accounts receivable
- Reconcile bank accounts, credit card statements, and balance sheet accounts on a regular basis
- Process vendor payments, client invoices, and employee reimbursements accurately and on time
- Maintain and update the general ledger and support the monthly close process
- Assist in the preparation of journal entries, financial statements, and management reports
- Support payroll and benefits accounting as needed
- Track expenses, monitor budget variances, and provide insights into key financial trends
- Ensure all financial records are maintained accurately and in compliance with company policies and accounting standards
- Utilize accounting software and Excel to perform reconciliations, reporting, and data analysis
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field preferred
- 1–4 years of experience in accounting, bookkeeping, or audit support
- Proficiency with accounting software (e.g., QuickBooks, Xero, or similar)
- Strong Microsoft Excel skills (including formulas, pivot tables, and data analysis)
- Strong attention to detail, accuracy, and organization
- Excellent communication and problem-solving skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- High degree of integrity and confidentiality when working with financial data
Work Environment
- Based in Cleveland, OH
- Standard business hours: 8:30 AM – 5:00 PM
- On-site required; hybrid flexibility may be considered after onboarding
- Casual and collaborative team environment with growth opportunities