Job Information
Moss Adams LLP A/P Operations Specialist in Sacramento, California
A/P Operations Specialist
Description
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.
Welcome to the Family Office practice within Moss Adams. We are currently seeking an A/P Operations Specialist to join our Operations team. This position is a part of a fast-paced team focused on creating a seamless client experience. The ideal candidate is self-motivated, proactive and results focused. The Family Office is a sub department of our Outsourced Finance and Accounting Group (OFA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals.
The Family Office A/P Operations Specialist works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. This position will also be required to book journal entries, prepare reports, and communicate frequently with vendors by phone.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Accurately processes high volume of incoming client invoices, recommends appropriate billing actions to achieve desired outcomes, shares information across vendors and systems to ensure accurate tracking and information.
Vendor Management: Prepares client payments, researches, and handles variance issues, accurately balances daily transactions, anticipates and resolves escalated issues/discrepancies, and reconciles monthly statements.
Proactively and directly assists high-end clients to resolve issues, answer questions, and articulate industry terminology, practices, and processes.
Monitors account cash balances and maintains ledgers by verifying and posting account transactions.
Prepares invoice approvals with accuracy and independence, on a weekly cadence. Coordinates medical insurance claims
Point person to create and maintain Standard Operating Procedure (SOP) documents for the team, incorporating applicable firmwide operational processes, procedures, and internal guidelines, while leveraging firm technology and knowledge resources to improve and streamline content.
Conducts systems/process training for new employees and provides training on new processes with team on as needed basis.
Analyzes financial statements to determine which vendors require1099s; processes 1099s accordingly.
Manages historical records through accurate filing, analyzing content, and leveraging knowledge of client documents to ensure proper placement and storage
Protects client information and value, maintaining strict confidentiality
Qualifications:
High School Diploma/GED required
Minimum of 1 year of related experience required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) and aptitude for learning internal programs and software
Experience with Bill.com and QuickBooks preferred
Detail-oriented with strong prioritization and project management skills to drive progress of projects; ability to handle multiple projects and tasks simultaneously while maintaining quality work
Ability to work independently as well as effectively collaborate across functions/departments/teams and team with individuals at all levels in a fast-paced environment.
Demonstrated excellent organizational, problem solving and communication skills in a highly collaborative team environment.
Demonstrated ability to engage in critical thinking, strong analytical and problem-solving skills
Strong verbal and written skills needed for communication that is appropriate and effective for the needs of the audience
Ability to handle confidential information with integrity and discretion
Ability to travel as needed, not expected to be greater than approximately 5%
Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.
Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
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Compensation Range (Denver Market ONLY): Compensation range for California: $51,000 -$74,000 Compensation range for Washington: $48,000 -$65,000
Primary Location Spokane, WA
Other Locations Everett, WA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Orange County, CA, El Segundo, CA, Sacramento, CA, Portland, OR
Employee Status: Regular
Schedule: Full Time
Req ID: 28035