Job Description

Job Description

Job Description

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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