Position Summary:
The Junior Accountant plays a key role in supporting financial operations through accurate data management, expense tracking, and cross-functional coordination. This role involves daily financial reconciliations, vendor and broker communications, and assistance with payroll and compliance-related tasks. The ideal candidate is highly organized, detail-oriented, and comfortable working with numbers and documentation across multiple teams. This is a remote position that requires flexibility and strong communication skills.
Key Responsibilities:
- Review and verify daily funding and purchase data from internal and external sources.
- Track loan-level documentation and reconcile discrepancies with internal and external stakeholders.
- Maintain accurate logs of received checks, final disclosures, and broker payment statuses.
- Record and categorize expenses across multiple payment and reimbursement platforms.
- Review reimbursement support and follow up with team members for missing information.
- Assist in the entry and tracking of invoices and payment details.
- Reconcile expense accounts and ensure balances align with statements and internal records.
- Monitor vendor payments, ensuring accurate documentation of terms, responsibilities, and tax info.
- Maintain up-to-date asset schedules and identify assets requiring depreciation or amortization.
- Review vendor communications and track invoice/payment correspondence.
- Assist HR with payroll and commission data entry.
- Provide cross-departmental support for ad hoc finance, compliance, and operations requests.
Required Skills & Qualifications:
- Strong organizational and time management skills with keen attention to detail.
- Comfortable working with numbers and reconciling financial data.
- Basic proficiency in Microsoft Excel and other Office Suite tools.
- Strong communication skills, both written and verbal.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
- Customer-first mindset with a team-oriented attitude.
- Self-starter who can work independently in a remote setting.
- Willingness to learn and adapt to evolving processes and tools.
