Accounting Specialist

The Accounting Specialist provides accounting support, training and consultation in the setup and use of McLeod Software’s accounting modules and will maintain a high level of customer interaction and satisfaction.

Essential Duties and Responsibilities 

• Provide training to support customers during new business and upgrades on the use of McLeod accounting modules.
• Research, troubleshoot and resolve accounting support issues.
• Provide customers with timely follow up and recap reports from accounting calls.
• Provide training in the form of on-site training, occasional classroom training, and regularly scheduled webinars.
• Assist with developing and maintaining a library of accounting documentation for internal (employee) and external (customer) use.
• Provide support and training for 3rd party accounting interfaces, such as the Dynamics GP interface.
• Provide suggestions on new accounting features and improvements to accounting modules.
• Provide internal training and support to McLeod employees as needed on the use of McLeod accounting modules.
• Participate in McLeod annual Users’ Conference. Participation may include meeting with customers, conducting training sessions, working in the training lab and leading roundtable discussions.

Competencies

• Proven ability to communicate technical information effectively, both verbally and in writing, to internal and external customers, maintaining a customer-focused, friendly attitude.
• Proven ability to build relationships and work effectively and confidently at all levels of an organization, including interaction with senior management.
• Ability to be organized and multitask in a fast-paced environment.
• Experience creating, maintaining, and organizing detailed documentation preferred. 
• Knowledge of the software and/or transportation industry preferred.
• Prior experience with Dynamics GP and/or QuickBooks preferred.
• Ability to travel 5% to 10% preferred.

Education/Experience

Bachelor's degree (B. A.) from four-year college or university (Accounting Degree preferred); or five plus years related experience and/or training; or equivalent combination of education and experience.