Accounts Lead Job Description

Accounts Lead Job Description

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Accounts lead provides accurate coding and checking PIT and SHI of assignment expense claims in Oracle as per of all internal policies, procedures and tax regulations.

Accounts Lead Duties & Responsibilities

To write an effective accounts lead job description, begin by listing detailed duties, responsibilities and expectations. We have included accounts lead job description templates that you can modify and use.

Sample responsibilities for this position include:

Account Impairment Review, Contract Review, Contingency Reporting (if necessary) ownership
Various ad hoc analysis and requests
Actively manage centers of excellence, marketing services resources, external agency support to provide appropriate direction, timing, budget and approvals
Collection of past-due accounts, account reconciliation, and payment applications
Maintain the collection of accounts receivable and posting cash
Perform daily reconciling of applied cash
Process new customer credit applications and research financials
Provide financial analysis of new or existing customers for credit extensions
Fulfill customer requests for invoices, POD requests, to expedite payment
Work along with Treasury and Accounting for completion of necessary documentation and compliance

Accounts Lead Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Accounts Lead

List any licenses or certifications required by the position: AP, APS, CPR, UK, PMI, APD, APM, CRF, NACM, CAPS

Education for Accounts Lead

Typically a job would require a certain level of education.

Employers hiring for the accounts lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Accounting, Finance, Business, Associates, Education, Business/Administration, Management, Technical, General Education, MBA

Skills for Accounts Lead

Desired skills for accounts lead include:

Mathematical calculations and the banking industry
Nephrology market
Oncology
CPT
Correct Coding Initiatives and basic accounting
ICD9 coding
Alexion disease states
Revenue Cycle applications and websites
Claims Administrator
MHS Network

Desired experience for accounts lead includes:

Circulate invoices for approvals and investigate, communicate and follow-up with internal departments to resolve invoice related issues
Process all necessary accounts payable transactions, accurately and efficiently, to support check processing and/or wire transfers for US and International invoices
Responsible for reviewing USD and international transactions and ensure proper general ledger coding
Reconcile credit card payments and ensure proper general ledger coding
Audit and process travel and expense reports
Serve as liaison with corporate travel service provider

Accounts Lead Examples

1

Accounts Lead Job Description

Job Description Example
Our company is growing rapidly and is looking for an accounts lead. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for accounts lead
  • Review invoices for proper coding to general ledger, sales tax calculation, approvals and supporting documentation (including global payments)
  • Audit and review employee expense reports to ensure compliance with firm policies
  • Vendor management including new vendor set-up, preparation of year-end reports for 1099s and maintenance of new vendor forms
  • General support to regional Accounts Payable teams, including preparation of ad hoc reports, A/P registers and performance metrics
  • Full cycle accounts payable, including month-end processes and close
  • Assist in documenting policies, procedures and controls
  • Lead responsibilities include ensuring A/P processes operate smoothly, recommending process improvements, resolving the escalation of issues and vendor inquiries, and collaborating with colleagues on special projects that support business
  • Coaches / train current and new office administrators on the A/P process, proper coding
  • Review vendor check requests from branch offices for proper approval, general ledger coding, agent info, vendor name, vendor address, backup
  • Coordinate with ACS to setup vendors ensuring that all proper documentation
Qualifications for accounts lead
  • Local language plus English
  • 8-10 years of Financial experience, with in-depth functional expertize Demonstrated ability to work effectively in a multi-national, matrix organization Previous experience in managing Financial Services
  • SAP knowledge Experience of managing projects driving performance
  • Ensure that all emails/questions regarding vendors, coding, check inquiries, are appropriately answered in a timely manner
  • 2 or 4 yr College degree (or degree in process) preferred
  • Ability to work with numbers (adding machine)
2

Accounts Lead Job Description

Job Description Example
Our company is searching for experienced candidates for the position of accounts lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accounts lead
  • Assists with the development of an effective organization through the training and motivation of all subordinate personnel
  • Review all documents received in Accounts Payable has the necessary manager approval and proper documentation
  • Resolve invoice and amount discrepancies by researching purchase orders, receiving documents, and other related documentation
  • Match checks to invoices for weekly check runs
  • Verify General Ledger account codes
  • Key invoices into ERP System, setting pay date to take advantage of all discounts
  • Maintains vendor files and assists in production of 1099 forms
  • Manage Accounts Payable aging and ensure proper steps are taken to address aged payables
  • Coordinate bi-weekly check runs
  • Manage vendor relationships through prompt payment, reconciled account activity and excellent customer service
Qualifications for accounts lead
  • Associate's Degree preferred, but 3 to 5 years' experience in accounting practices may be substituted
  • Travel not required at this time
  • Establish and maintain excellent relationships with internal business partners with tact and diplomacy
  • Assist the Accounts Payable Manager with strategic team decisions and priorities
  • Provide supporting documentation for ad hoc request by internal and external auditors in a timely manner
  • Must have Timberline/Sage experience!
3

Accounts Lead Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of accounts lead. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for accounts lead
  • To drive CXO level relationships & managing multiple stakeholders within clients organization
  • Develop plans for the key clients, manage expectations and contribute towards a high level of client satisfaction by driving growth for them
  • Ensure operational success of the client campaigns
  • Define sales processes that drive desired sales outcomes and build efficiencies where required
  • Total number of client accounts
  • Average revenue per account
  • Ratio of new business vs
  • Share of wallet
  • Penetration with various categories
  • New market penetration and the market share
Qualifications for accounts lead
  • Min 5 years in the Accounting department or in an accounting firm, at least 2 years of experience with leading people
  • Ability and skills to set priorities by zeroing in on the critical few and using a sense of what will help or hinder goal accomplishment
  • Advanced with Microsoft Word, Outlook, and PowerPoint
  • Experience with transitions or special projects is welcome
  • Minimum of one (1) year of experience in accounts payable required
  • Client success and retention
4

Accounts Lead Job Description

Job Description Example
Our innovative and growing company is hiring for an accounts lead. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for accounts lead
  • Handling check set-up
  • Preparing for signature, inputting information into several systems
  • Resolve/research pricing issues
  • Train new and existing Admin Assts
  • Leads special projects and initiatives in support of department goals as assigned by management
  • Performs system maintenance and testing for RPM, Track Max, Mits or other Earned Income systems
  • Assumes reconciliations of top vendor accounts to aid income auditor in focusing on current payment application
  • Prepares and publishes reporting for the department to include, but not limited to, weekly/monthly statistics
  • Prepares and reviews schedules for internal/external auditors in connection with reviews/audits
  • Identifies areas of needed training and upon approval, develops training materials and conducts training for the team
Qualifications for accounts lead
  • Achieve monthly cash collection targets
  • Manage cash applications effectively to ensure that all cash collected is correctly allocated in a timely fashion
  • Resolve or manage escalations
  • Facilitate a seamless and reliable customer service
  • Identify and resolve business issues quickly and sustainably
  • Identify, initiate and champion opportunities for business process improvements
5

Accounts Lead Job Description

Job Description Example
Our company is looking for an accounts lead. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for accounts lead
  • Working knowledge of AR activities allowing to actively support and coordinate end to end processes within the scope
  • Expertize level sufficient to coach and guide Team Members
  • Ensure proper execution of operational tasks within the Team– coordinate and monitor task completion within SLA time, improve E2E metrics for countries supported
  • Proactive identification of potential improvements and promoting excellence driven environment
  • Monitor the knowledge transfer process for New Joiners
  • Provide Business Excellence and Data Privacy awareness for Team Members
  • People Agenda, including recruiting and people development
  • Accomplish HR related administration
  • Manage 3rd party relationship and reporting requirements
  • Support AR Manager on Weekly/Monthly AR reporting to the US including Working Capital file for Region 1 (6 countries)
Qualifications for accounts lead
  • Constantly review accounts receivable operations for opportunities to improve performance
  • Proactively suggest and champion performance improvement initiatives for accounts receivables
  • Manage Accounts Receivable Analysts
  • Provide coaching and mentoring to team members where appropriate
  • Manage the accounts receivable performance review process
  • 5+ years experience working in accounts receivables

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