Account Assistant

Job Description

Account Assistant | R.W. Holland I, LLC

The Tone:
This is a full-time, on-site role at R.W. Holland I, LLC, located in Tulsa, OK. R.W. Holland I, LLC is a Tulsa-based company dedicated to delivering reliable services and solutions to its customer base. The organization operates with a core focus on accuracy, accountability, and robust financial stewardship, fostering a professional environment that prioritizes collaboration and clear communication among its team members. This Account Assistant position is vital for supporting the company’s daily accounting and finance operations, directly contributing to the maintenance of precise financial records and the overall financial health and efficiency of the business. The company values individuals who are detail-oriented and committed to business goals, offering opportunities for growth and development.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Tulsa, OK

• Team: Reports to V.P. Finance, collaborates with internal departments.
• Mission: Support daily accounting and finance operations to ensure accurate financial records and efficiency.
• Tech Stack: Accounting software, Microsoft Office (Excel, Outlook)

What You’ll Actually Do
• Invoice and Cash Processing: Process incoming invoices and manage cash receipts transactions, ensuring timely and accurate entry into financial systems.
• Accounts Support: Assist with both accounts payable and accounts receivable functions, including data entry and the resolution of routine discrepancies.
• Financial Record Maintenance: Help maintain accurate and organized financial records through systematic data entry, filing, and documentation management.
• Credit Control Assistance: Support credit control activities by actively monitoring outstanding balances, preparing necessary statements, and communicating with relevant stakeholders to facilitate timely payments.
• Reconciliation and Communication: Perform daily reconciliations to verify financial data and engage in consistent communication with internal departments and the V.P. Finance to resolve discrepancies and enhance financial operational efficiency.

The Must-Haves
• Background: Entry-Level. Required is a high school diploma or equivalent, coupled with strong foundational knowledge in basic bookkeeping principles, accounts payable/receivable processes, general ledger support, and overall finance operations.
• Experience: Demonstrated experience in handling financial reconciliations. Proficiency is required with various accounting software applications and core Microsoft Office tools, specifically Excel and Outlook, for daily tasks and reporting.
• Skills: Proven ability to effectively support credit control activities, including accurately tracking outstanding accounts and professionally following up on payments. Possess clear and professional communication skills essential for interacting with both internal teams and external contacts, alongside high attention to detail, strong organizational abilities, and the capacity to efficiently manage multiple tasks and deadlines concurrently.
• Bonus: Preferred qualifications include additional coursework or certifications in accounting or finance, and prior experience specifically within an accounting or finance support role.