Client Accounting Team Lead

Job Description:

Experience and Skills:

In a growing and exciting company, a Client Accounting Team Lead is responsible for assisting the Supervisor with higher-level accounting and administration functions, with new group implementations, mentoring staff with personal and professional development, training, and more.

Key Result Areas

• Performs in leadership roles as assigned, supports and mentors staff with research, problem solving, analysis, technical issues and workload coverage.
• Assists with department initiatives and improvements, reporting, research and problem solving. Helps to develop improved reporting and processes, and trains staff members as needed.
• Manages new group implementations as assigned. Attends meetings, gathers information, sets-up accounting systems, establishes client specific processes, and communicates with internal and external customers.
• Assists with bank account reconciliations, reviews account activity, and determines system entries as necessary.
• Manages client payments for fixed costs and miscellaneous plan expenses. Ensures fees are paid accurately and timely, while providing high levels of customer service.
• Assists with month-end close review. Identifies coding and system entry errors, works with staff to post corrections, and finalizes month-end close tasks to close by fourth business day.
• Works with staff to update and develop process documentation. Reviews and updates procedures as needed to ensure written processes are current and accurate.
• Oversees projects as assigned by Supervisor.
• Performs other duties as assigned or needed.

Benefits

• Degree in Accounting, Finance or similar field.
• Eight (8) or more years of applied accounting and business experience.  
• Leadership and mentoring experience is preferred.  
• Ability to work both independently and with a team having strong initiative, research, customer service and communication skills.
• Possess a disciplined focus for detail, accuracy and problem solving, and demonstrates a high apptitude for making sound decisions using good judgment and integrity with Client’s bank accounts.
• Advanced knowledge of Excel spreadsheets, Internet and Quickbooks.
• Experience with large bank account reconciliations, spreadsheets and analyzing accounting data.
• Demonstrate a good aptitude and understanding of technology, computers and software programs.
• Efficiently work with clients and vendors on the phone to address accounting issues.
• Able to demonstrate excellent attendance and punctuality.
• Excellent customer service attitude and professionalism.
• Demonstrate Accuracy, Customer Service, Timely Turn-Around (ACT).
• Exceptional verbal and written communication skills.
• Proficiency using Microsoft Office (Word, Excel, Outlook, etc.).
• Ability to work efficiently, perform multi-tasking, prioritize tasks, and meet tight deadlines in a fast-paced environment.
• Possess a high degree of integrity and discretion, as well as the ability to adhere to both company policies and best practices.
• Ensure compliance with security practices and procedures, including HIPAA and HITRUST standards.
• Ability to efficiently and effectively perform the Key Result Areas with or without a reasonable accommodation without posing a direct safety threat to others or self.
• Protect and enhance the Core Purpose and the Core Values of AmeriBen.

AmeriBen is an Equal Opportunity/Affirmative Action Employer committed to creating an environment of diversity and inclusion for equal employment and advancement opportunities to all employees and applicants for employment.  All qualified applicants will receive consideration for employment without regard to race, religion, color, age, national origin, sex, sexual orientation, gender identity and/or expression, genetic information, disability, veteran or military status, or any other category protected by federal, state and/or local law.

If you are unable to use our online application process due to a disability, please contact the Human Resources Department at humanresources@ameriben.com.