Accounting and credit specialist

KBW Financial Staffing & Recruiting
Leominster, MA

JOB SUMMARY

KBW Financial has partnered with a well established organization based out of Worcester County that is actively looking to add an Accounting and Credit Specialist to their growing team! The Accounting and Credit Specialist will report to the Assistant Controller, and will assist with daily business operations and manage a variety of accounting tasks. The Accounting and Credit Specialist will perform the following:



Responsibilities:

  • Process and log accounts payable and receivable transactions, ensuring accuracy and timeliness
  • Prepare and update financial reports, spreadsheets, and supporting documentation
  • Reconcile bank statements, vendor accounts, and general ledger entries
  • Investigate and resolve discrepancies in invoices, payments, and account balances
  • Collaborate with internal departments to ensure accurate and consistent financial reporting
  • Support month-end and year-end close activities, including pulling invoices and related documents
  • Review credit applications and set customer credit limits in accordance with company policies
  • Monitor customer accounts for overdue balances and initiate follow-up or collection efforts
  • Contact clients via phone, email, or mail regarding outstanding invoices
  • Maintain detailed records of communications, payments, and account statuses
  • Generate and issue customer invoices, maintaining proper documentation
  • Ensure compliance with company policies and accounting standards
  • Assist with general administrative tasks and special projects as needed

All interested candidates should submit resumes in Word format via email to Jimmy Oates at [email protected]


#LI-JO1
KBW789

Posted 2025-11-06

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