Accounting Specialist

POSITION DESCRIPTION

TITLE OF POSITION: Accounting Specialist

REPORTS TO: VP of Finance

DEPARTMENT: Finance

DATE: October 2026

ABOUT THE ROLE

Join the Finance team at Leanin’ Tree as our Accounting Specialist. You’ll be the day-to-day voice of Accounting for our customers and vendors: taking payments, resolving account questions, and recording the transactions and journal entries that keep our books accurate.

WHAT YOU’LL DO (ESSENTIAL FUNCTIONS)

Customers and receivables

Talk with customers by phone to process credit card payments and resolve account-related issues.

Handle customer collections, apply cash, and record transactions accurately to customer accounts.

Vendors and payables

Assist with vendor inquiries.

Monitor the accounting email inbox and process payments accurately and promptly.

General ledger and reporting

Perform general ledger accounting and maintain accurate financial records.

Prepare and post monthly journal entries for your assigned areas.

Prepare account reconciliations and supporting schedules.

Prepare and maintain accounting reports.

Assist with monthly, quarterly, and year-end close processes.

Teamwork

Collaborate professionally with employees across all company departments.

Take on other duties as assigned.

This position has no supervisory duties.

WHAT YOU BRING

Required

High school diploma or equivalent.

1-2 years’ experience in accounting, including accounts payable, customer service, and/or other accounting duties.

Full proficiency with personal computers, Excel, and Microsoft applications.

Preferred

Associate’s degree in business or accounting.

Skills that will help you succeed

Speed and accuracy when working with figures and detail.

Organization and time management, with the ability to juggle multiple tasks and changing priorities.

Clear written and verbal communication.

Professionalism with people at all levels of the company and with people outside the business.

Discretion with confidential information.

TOOLS YOU’LL USE

Telephone and headset (including voicemail), computer, software and database, calculator, and copier.

WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS

Indoor office environment.

Sitting for up to 8 hours while typing on a computer keyboard.

Speaking articulately for up to 8 hours.

Hand/eye coordination and visual acuity in near and mid ranges.

Manual dexterity using both hands and fingers to type and dial a phone, and reaching with arms and hands.

Lifting up to 25 pounds.

Must be able to perform the essential functions of the position, with or without reasonable accommodations.

COMPENSATION AND BENEFITS

Pay: $18.00 – $25.00 per hour.

Benefits

Health plan, life insurance, disability, 401(k) plan, and PTO, Holidays paid.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications for the job.