JOB SUMMARY
Carlson Holdings, Inc. and the Carlson Family Office, is seeking a full-time Senior Accounts Payable Specialist to support the full cycle accounts payable function for our small, but complex, multiple entity organization. The ideal candidate is technologically savvy, eager to adapt to new technology with a strong focus on automation and process improvement. Responsibilities include leading credit card processing, ensuring invoices are processed and paid in a timely and efficient manner, and serving as the point person to research and resolve inquiries. This role collaborates with internal departments to address complex AP functional and technical issues, and helps to identify best practices to ensure we are meeting company goals and client service expectations.
At our company we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities. Our team takes collective pride in its work product, professionalism and discretion.
KEY RESPONSIBILITIES
- Responsible for new vendor setup and maintenance to ensure accurate payments and annual 1099 tax reporting
- Process accounts payable department mail and manage invoices coming in via electronic inboxes
- Scan, code, and enter all invoices into accounts payable software system in an efficient and timely manner
- Assist with implementation of optical character recognition (OCR) technology and audit invoices scanned through OCR technology for payment approval
- Ensure timely and accurate payments to vendors within agreed upon terms
- Lead credit card processing, ensuring all credit cards are processed, paid, and reconciled in a timely and accurate manner
- Support internal and external inquiries in a timely and professional manner
- Responsible for accounts payable recurring invoice process utilizing Salesforce application
- Assist with continued transition to electronic payment processing
- Ensure and adhere to disciplined internal controls and support periodic external agreed upon procedures engagements
- Support month end close process
- Create and maintain accounts payable procedures and quick reference guides to ensure adherence to company guidelines
- Contribute ideas for process improvement based on identified themes and observations
- Assist with system testing related to ongoing maintenance, upgrades, and security controls
- Collaborate with broader Finance and Accounting team on ad hoc related tasks and projects
QUALIFICATIONS
- A minimum of 5 years’ experience in accounting/accounts payable using accounting principles
- Bachelors or Associates degree in accounting, finance, or related field required
- Family office experience is strongly preferred
- Meticulous attention to detail
- Ability to work efficiently and accurately in a deadline driven environment
- Proven ability to work independently and possess strong critical thinking skills
- Strong organizational skills and ability to pivot and adapt to day-to-day changes
- Strong desire to learn new technology with an inclination for automation and process improvement
- Positive, professional attitude and excellent customer service skills
- Dependability along with a strong work ethic and high degree of integrity
- Ability to maintain confidentiality of sensitive information
- Strong verbal and written communication skills
- Ability to build strong working relationships with peers, vendors, business partners, and leadership across the organization
- Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, Teams, etc.)
- Proficient in accounting software; Microsoft Business Central preferred
COMPENSATION AND BENEFITS
The projected salary range for this position is $70K-$80K, however final compensation will be determined based on the candidate’s qualifications, including education, relevant experience, and skills.
Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally.
- Health and Wellness: Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives
- Financial Security: 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses
- Work-Life Balance: Hybrid work environment with a minimum of three in office days per week, and generous paid time off, including vacation days, sick leave, and holidays
- Professional Development: Opportunities for training, certifications, and continuing education
- Additional Perks: Onsite café and fitness center