Accounting Clerk

Gulf Shore Colling is looking for an experienced Accounting Clerk to join our growing team in Fort Myers, FL. If you bring solid accounting experience and are comfortable working in a fast-paced home services environment, we want to talk to you. Previous accounting experience is required, and ServiceTitan experience is preferred.

Position Overview:

The primary function of the Accounting Clerk is to assist the Senior Accountant and Regional Controller with all accounting/ administrative functions and related training. This includes but is not limited to: AP posting, customer billing and collections, administrative payroll tasks, and other administrative tasks. This role works closely with the accounting management team to ensure all revenue is entered accurately into Intacct for the correct month and Business Unit. The position also requires a working knowledge of multiple administrative tasks to provide backup coverage when needed.

Billing Responsibilities:

Review all invoices for residential and commercial equipment replacement jobs. Manage, coach, and train team members involved in billing administration who process invoices for HVAC and plumbing service, repair, and maintenance visits. Serve as backup for all invoice processing. Verifying all job information is accurate prior to invoicing. Send invoices to clients who did not pay at time of service. Investigate balance discrepancies related to sold estimates or other issues created through ServiceTitan Mobile. Batch final invoices, payments, etc. for export into accounting system

Administrative Daily/Weekly Responsibilities:

Review the daily Job Type report to ensure all jobs are assigned to the correct Business Unit. Provide reports to executive leadership in the cadence set by the Senior Accountant. Work with Service Managers and technicians to resolve invoices that have no description of work or other balance/revenue discrepancies. Periodically review memberships with non-payment greater than 60 days, ensuring those memberships are canceled and unpaid invoices are voided. Assist Dispatch and the Customer Service Center with issues related to incorrect ServiceTitan workflows, invoices, and related items.

Account Collections & Reconciliation:

Equipment Reconciliation:

Use the Job Costing by Category Report or the Equipment Reconciliation Report within Intacct to verify all equipment costs are accounted for by job and follow up with Purchasing on any discrepancies. Coordinate with the Sales/Installation Department to ensure all replacement project billing is complete. Coordinate with the Membership Administrator on membership account maintenance balances. Prepare and send any additional journal entries needed to the Senior Accountant.

Accounts Payable:

Review all bills for accuracy Communicate with Operations Manager to confirm receipt of any inventory related bills. Upload/post bills daily Reconcile vendor statements with AP ledgers to ensure all bills are posted monthly. Communicate discrepancies and/or any AP accruals needed at month end with

Senior Accountant Compensation & Benefits:

Affordable Medical, Dental, and Vision plans 401(k) with 3% company match Short- and Long-Term Disability plans Accident and Critical Illness Insurance available $50,000 company-paid Life Insurance policy Additional life insurance available 6 paid holidays each year

Paid Time Off Education:

Associate's degree in accounting or finance required; bachelor's degree in accounting or finance preferred

Experience:

Minimum 4 years' accounting experience All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law.

Job Type:

Full-time Pay:

$40,000.00 - $47,000.00 per year

Education:

Associate (Required)

Experience:

Accounting:

4 years (Required)

Work Location:

In person