ProBooks Sr. Accounting Specialist

Business Development Resources (BDR) is the premier provider of business training and coaching services to HVAC contractors. Our goal is simple: empower our clients with our industry experience and information to give them the knowledge and skills they need to drive profit and growth in their business. We are currently looking for an ProBooks Onboarding Specialist to join our team.

Reports to

ProBooks Manager

FLSA Status: Non-Exempt

Work Hours: 7:00 am-4:00 pm Monday Friday, some overtime may be required.

Pay Scale: $31.25 - $36.00 per hour

Position Summary: The Senior Accounting Specialist provides advanced accounting execution, reconciliation review, close support, client financial explanations, and coaching for Accounting Specialists. This role helps ensure that the assigned portfolio produces accurate, supportable, and timely financial information.

Required Qualifications:

• Experience in onboarding, implementation, project coordination, or client service.
• Strong organization, communication, and documentation skills.
• Experience managing multiple concurrent client projects and deadlines
• Up to 2 years of experience in accounting, bookkeeping, or a related role; entry-level candidates will be considered.

Desired Qualifications:

• Associate or bachelor's degree in accounting, finance, or related discipline.
• QuickBooks certification or equivalent relevant experience
• Advanced bookkeeping or accounting experience, including full-cycle close.
• Strong reconciliation, AP/AR, and financial review capability.

Job Responsibilities:

• Complete and review reconciliations and close requirements.
• Investigate discrepancies and support correcting entries.
• Review balance sheet support and financial report accuracy.
• Respond to advanced accounting questions.
• Explain financial results within the approved service scope.
• Identify potential scope or service needs and route them to leadership.
• Serve as the technical trainer for new Accounting Specialists, delivering the accounting and systems content of the 90-day onboarding schedule.
• Document each new Accounting Specialist's demonstrated competency and provide this evidence to the Team Lead for verification against the onboarding criteria.
• Flag training content that is unclear, outdated, or missing so the Process Owner / PMO can update it.
• Review the Accounting Specialist's work.
• Provide feedback and targeted skill development.
• Document recurring errors and recommend process improvements.
• Meet close deadlines and maintain reconciliation accuracy across the assigned portfolio.
• Improve the quality of reviewed work and reduce recurring errors.
• Respond to client requests and resolve issues in a timely manner.
• Maintain portfolio utilization within the approved range.
• Other duties as assigned

Why work for us?:

• Medical, DentalVision Insurance provided with minimal employee contribution
• 401K with a company match
• Paid Vacation Days
• Paid Sick Days
• Paid Holidays
• Paid Training
• Personal Incentive Plan
• Our average employee tenure is over 5 years: we really are a great place to work!