About the job
Overview: SEG is in the midst of a period of exciting growth and looking to hire an Accounting Associate. SEG’s goal in bringing on this role is to execute on the day-to-day activities of the accounting functions across multiple business units. In addition, the Accounting Associate will help create a culture of continuous improvement, information transparency, process excellence, and high integrity. This is an exciting opportunity to work with a strong, cohesive team in a high-growth environment.
About SEG: SEG was founded in 2009 and is a leading sales and marketing consulting firm focused on helping its clients grow revenue faster. SEG provides a variety of revenue growth services – Outsourced BDR & SDR teams, Sales Training, Consulting, Recruiting, Marketing Services, etc. SEG is a platform company that serves a variety of middle-market and larger companies in manufacturing, logistics, healthcare, technology, professional services, and other sectors. Since joining with RFE, the company has acquired Action Selling and Square 2 Marketing, and continued M&A activity is part of the company’s overall growth strategy.
About RFE: RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market-leading middle-market companies. RFE is currently investing out of Fund IX.
Position Description: Reporting to the Group Controller, the Accounting Associate will have primary responsibility for processing the day-to-day, ongoing accounting transactions across all business units / entities. Specific areas of responsibility will include:
Accounts Receivable:
Create and issue customer invoices in accordance with customer contract terms, order forms, and current products/services.
Process checks and electronic payments as needed; accurately apply payments to customer accounts/invoices.
Clarify ambiguous information and document updates for alignment & visibility across all stakeholders.
Maintain complete electronic customer files containing all contracts, orders, and communications.
Execute A/R collections and dunning procedures, including emailing and calling customers to collect past-due amounts; collaborate with internal customer relationship owners regarding disputes or collections issues.
Accounts Payable:
Maintain vendor records within the accounting tools and software, including obtaining W-9s as necessary.
Process vendor bills and employee expense reimbursement requests.
Reconcile vendor statements, following up when bills are determined to be missing, or a discrepancy is discovered.
Monitor company credit card charges, following up on missing receipts and supporting documentation for each statement period.
Banking and General Ledger:
Download banking transactions into accounting software, research unknown debits and credits and resolve.
Complete monthly reconciliation of all bank accounts.
Complete monthly reconciliation of all credit card accounts.
Assist with maintaining all supporting schedules (prepaid, intercompany transactions, etc.)
Assist with month-end and year-end closing procedures.
Additional Responsibilities:
Maintain process / procedure documentation and reinforce separation of duties within the team.
Assist with the annual audit and tax filing processes with the external accounting firms. to provide necessary supporting documentation and explanations.
Other, as assigned; we’re a small but mighty team within a very dynamic business. There will be a lot of opportunities to take on new things and grow within the role!
Qualifications & Attributes: He/she will have taken Accounting coursework or have prior experience processing A/R, A/P, and G/L accounting transactions for a business-to-business company within a small Finance team. The ideal candidate will have:
An Associate's degree including some Accounting coursework, or equivalent experience.
The highest degree of integrity, being both analytical and factual.
Excellent attention to detail and accuracy.
Strong documentation and organizational skills including data/information management.
A propensity to create & maintain written procedures for self and others to ensure consistency.
Proficiency with typical office software (i.e., Outlook, Word, PowerPoint, Zoom / Teams, etc.) plus basic/moderate Excel skills (formulas, formatting, etc.).
Experience with QuickBooks, Bill.com payables, Bill.com spend and expense, online banking applications, advanced Excel skills, and/or ERP implementation experience are a plus.
Reliable, eager-to-learn, proactive, team-contributor suitable for a small team in a dynamic environment.
Effective communication skills, easily gains the confidence of both internal and external relationships.
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
