This position sits onsite in NE Mesa 1 day a week (Thursdays). It will require 5 days a week onsite for the first month or so.
The Customer Accountant role is a part of the Service Delivery organization and is responsible for the reconciliation of payments and other cash and noncash transactions for a group of customers.
-Daily, monthly and YTD reconciliation of customer program funds and statements from various channels (check, electronic, etc.)
-Discrepancy analysis and resolution
-Customer fund transfers
-Payment refund processing
-Maintain positive customer and vendor relationships by providing the highest level of service
-Uphold company controls, policies, and procedures
-Performs daily deposit operation functions for the clients including, but not limited to: ACH and check processing and return handling, wire transfer processing, dormant account monitoring, returned deposited items, account research requests, deposit account reviews and corrections, returned mail, foreign checks processing.
-Responsible for all deposit product government reporting, corrections, and customer research inquiries.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
-A background in accounting and/or AP/AR, preferably 2-3 years
-Prefer Bachelor's degree in Accounting/ Finance or related field or equivalent experience
-Very strong Microsoft Excel skills (V-Look Ups, formulas, merging two spreadsheets together, pivot tables, etc.)
-Experience making entries in accounting systems, Great Plains preferred
-Demonstrate high sense of urgency and personal initiative related to customer service and problem resolution
-Money movement domain knowledge with rails like ACH, Fedwire, CHIPS, RTP, SWIFT, Zelle, and with Money Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer
-Loves to problem solve and make processes more efficient
-Experience with different payment channels
-Comfortable working in manual reconciliations
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.