Accounting Specialist, Cash Reconciliations

Location: Fort Mill/Charlotte, United States of America

Salary: $18.47–$30.75/hour

Company

hirify.global is a U.S. wealth management firm providing financial advisor affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Maintain accounting records and systems for customer and corporate cash across hirify.global and its subsidiaries.
• Complete daily BETA and Oracle cash reconciliations, monthly account reconciliations, cash applications, and settlement entries.
• Research outstanding items, request returned check copies and bank adjustments, and prepare check exception reports for management review.
• Prepare month-end journal entries and administer the Cash Mailbox.
• Support business units with cash-account matters and contribute to process improvements.
• Support quarterly reviews, year-end audits, internal audits, special projects, and ad hoc requests.

Requirements

• Bachelor’s degree.
• At least 1 year of customer service experience.
• Strong communication, collaboration, and organizational skills.
• Ability to work in a fast-paced environment, remain detail-oriented, take initiative, and assume responsibility.
• Ability to work under pressure and meet tight deadlines.
• Ability to work independently, solve problems, and handle multiple tasks.

Nice to have

• Four-year degree focused on Accounting, Finance, or Business.
• Two to three years of cash reconciliation experience.
• Experience with ReconNet, Oracle R12, or BETA TPX.
• Intermediate Microsoft Word and Excel knowledge and experience.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience, creativity, and continuous improvement.
• Full-time employment with paid time off and volunteer time off.
• 401(k) matching, health benefits, and employee stock options.
• Work includes daily operational commitments and deadline-driven responsibilities.

Hiring process

• Log in or create an account to apply; principals only.
• LPL communicates with applicants only from an @lplfinancial.com email address and does not conduct interviews online or in chatroom forums.
• Applicants will not be asked for payment or bank and credit card information during interviews.