Job Description
Job Title: Accounting Support Specialist
Department: Corporate Finance
Reports To: Accounting Manager
FLSA Status: Salaried Exempt
Summary
The Accounting Support Specialist is responsible for coordinating return merchandise authorization (RMA) activity, including researching customer orders, submitting return requests to vendors, tracking related credits, and supporting accurate customer credit processing. This role works closely with sales, operations, accounts payable, accounts receivable, vendors, and customers to help ensure returns and credits are processed accurately, timely, and in accordance with company procedures. The position also supports general accounting activities, reporting, documentation, and special projects as needed.
Essential Duties and Responsibilities
- Maintains a strong working knowledge of the company’s enterprise resource planning system to research customer orders, returns, cancellations, purchase orders, vendor information, and related transaction details.
- Manages the daily workload for customer return requests by validating required information, gathering supporting documentation, and submitting complete requests to vendors in a timely manner.
- Coordinates with sales and support teams, vendors, customers, and shipping providers to facilitate equipment returns, including obtaining return labels, estimating return shipping costs, and arranging shipments when needed.
- Processes customer credits related to returned equipment after confirming applicable vendor credits and supporting documentation.
- Reconciles vendor credits to customer orders to confirm that the appropriate credit has been received.
- Reviews and researches prorated vendor credits and works with the sales team to determine the appropriate amount to credit back to the customer.
- Researches orders to identify the appropriate purchase order, vendor, and credit amounts required to support return requests.
- Enters and processes customer and vendor credit activity in the accounting system, maintaining an understanding of inventory and cost accounts to support accurate financial posting. Communicates new customer account credits to the accounts receivable team as needed.
- Updates return case records and related customer order and purchase order notes in company systems to provide visibility to internal teams and help prevent billing errors.
- Maintains process documentation and prepares communications, guidance, and reference materials to improve efficiency and consistency across departments.
- Prepares month-end reporting for open return requests and records material items as needed to support accurate financial reporting.
- Reconciles replacement orders, vendor credits, and replacement vendor invoices while coordinating with other finance functions, including accounts payable.
- Researches incoming vendor credits and works with internal support teams or vendors to resolve discrepancies or obtain additional information when necessary.
- Resolves billing errors, duplicate shipments, and other return-related issues by coordinating with accounts payable, sales support, operations, and vendors.
- Supports ad hoc projects for the General Accounting team and Accounting Manager as needed.
- Assists with internal and external audit requests by preparing supporting documentation and responding to related inquiries.
- Demonstrates professionalism and supports the organization’s mission and values through consistent, ethical, and service-oriented behavior.
- Maintains a working knowledge of applicable federal, state, and local laws, regulations, company policies, and procedures to support compliant, ethical, and professional business practices.
- Provides responsive, customer-focused support to internal and external stakeholders.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience/Technical Requirements/Certification
Equivalent combination accepted.
Education
- High school diploma or equivalent required.
Experience / Technical Requirements
- Minimum of two years of experience in accounting support, order management, customer service, operations support, or a related field preferred.
- Proficiency with Microsoft Office applications, including Excel, Outlook, and Word.
Certifications
Other Skills and Abilities
- Self-motivated and highly organized, with strong administrative and interpersonal skills.
- Strong communication, documentation, and planning skills.
- Strong problem-solving skills, sound judgment, and the ability to understand end-to-end business processes.
- Ability to collaborate effectively across functional teams and with external business partners.
- Ability to follow through on tasks, projects, and issue resolution with limited supervision.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, talk, see, hear, and use hands and arms. The employee may occasionally stand, move about, climb steps, balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Logicalis is an Equal Opportunity Employer. It is our policy to employ people who are qualified by reason of education, training, experience, and demonstrated performance. We value inclusion and belonging at our company. We do not discriminate on the basis of race, color, religion, national origin, gender, sexual orientation, marital status, age, height, weight, disability, veteran status, or any other reason prohibited by applicable federal or state laws.
Salary Range: $50,000- $55,000
LogicalisUS Benefits Summary
