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Accounting Specialist
Cleveland, OH
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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


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