What are the responsibilities and job description for the Accounting Specialist position at 360 Equipment Finance?
Accounting Specialist
Department: Accounting & Finance
Reports To: Controller
Employment Type: Full-Time
Location: Austin, Texas 78746
Position Overview
The Accounting Specialist supports the daily accounting operations of a growing equipment leasing and finance company. This role is responsible for transactional processing, system uploads, payables coordination, and preparation of documentation supporting the monthly close process.
This position plays a key role in maintaining accurate financial records, supporting funding operations, and ensuring timely processing of cash and vendor activity. The Accounting Specialist will work closely with the Controller while gaining exposure to lease accounting and financial operations.
This role is designed as a foundational accounting position within a growing finance team. Based on performance and demonstrated ability, the Accounting Specialist may advance to a Staff Accountant role or beyond with increased responsibility for reconciliations, journal entries, and month-end ownership.
Primary Responsibilities
Funding & Contract Support
- Review “Ready to Fund” contracts for completeness and required documentation
- Enter bank funding transactions and maintain funding logs
- Prepare supporting documentation for final funding approval
- Assist with contract system uploads and data maintenance
Cash Processing & Deposits
- Perform daily deposit searches and match incoming payments
- Upload check deposits into banking platforms
- Download and maintain ACH, wire, and deposit activity reports
- Assist with trust account transaction uploads
- Maintain organized documentation for audit support
Accounts Payable & Vendor Coordination
- Manage billing inbox and organize incoming vendor invoices
- Enter new payables into Bill.com and sync to accounting system
- Maintain vendor documentation and supporting records
- Assist with client fee postings
System & Transaction Management
- Upload customer imports into accounting system
- Upload credit card transactions into QuickBooks Online
- Assist with lease system data uploads (e.g., BDR, Rinaldi entries)
- Perform bank matching within accounting software
- Ensure system records are accurate and up to date
Month-End Close Support
- Download monthly bank and credit card statements
- Prepare supporting documentation for reconciliations
- Organize payment detail reports and close schedules
- Assist with bad debt recovery tracking
Ad Hoc Projects as Needed
Qualifications
- 1–3 years of accounting or bookkeeping experience
- Experience with QuickBooks Online or similar accounting software
- Familiarity with Bill.com or comparable payables systems preferred
- Strong Excel skills (basic formulas, data organization, matching)
Skills & Competencies
- High attention to detail and accuracy
- Strong organizational skills
- Ability to manage recurring deadlines
- Clear written and verbal communication
- Comfortable working in a structured, process-driven environment
- Ability to follow established procedures while identifying inconsistencies
- Growth Mentality & Desire