About the job Operations Accountant
Organization: Alonso & Alonso Attorneys at Law, PLLC
Reports to: Finance Manager
Employment Type: Full-Time
Location: San Antonio, Texas
About Us
At Alonso & Alonso, we provide personalized attention and services that are tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough case assessments, and customized legal strategies tailored to each client's unique circumstances.
Job Summary
The Operations Accountant is a critical member of the finance team, responsible for managing, recording, and reconciling financial transactions within the operating accounts. This detail-oriented professional plays a pivotal role in ensuring accurate financial records, supporting cross-departmental collaboration, and maintaining compliance with internal policies. Strong technical skills in accounting systems and financial reporting, combined with a collaborative mindset, are essential for success in this role.
Essential Responsibilities and Duties
Post all operating checks to QuickBooks Online in compliance with internal policies and procedures.
Record weekly earnings in the operating book as provided by the Trust Accounting team.
Post all deposits and charges related to the operating accounts.
Reconcile checking and credit card accounts monthly to ensure accuracy and completeness.
Process payroll reports and categorize appropriately across various accounts.
Reconcile expenses reported through the Clyr platform for consistency.
Collaborate closely with the Accounts Payable Administrator to ensure timely payment and proper recording of bills in QuickBooks Online.
Assist with the monthly preparation of financial statements.
Maintain updated assignments, projects, and priorities as directed by the manager.
Undertake additional accounting and bookkeeping responsibilities as required.
Required Qualifications
At least 2 years of experience in accounting or bookkeeping
Strong foundation of accounting and bookkeeping skills.
Proficiency with QuickBooks Online, preferred.
Strong attention to detail and accuracy in managing financial data.
Excellent organizational skills to balance multiple tasks and projects.
Collaborative, team-oriented mindset to foster effective cross-departmental communication.
Problem-solving ability with a proactive approach to challenges.
Experience in processing large amounts of data and use of pivot tables.
Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Power BI or LookerStudio) and Google Workspace (Gmail, Google Meet, Google Chat, Google Docs, Google Sheets, Google Slides, Google Drive, Google Forms).
Experience working with accounting systems (e.g., QuickBooks, QuickBooks Online).
Experience with financial reporting tools and visualization platforms (e.g., Power BI, Fathom).
Experience with project management tools and software (Monday.com, Jira).
Understanding of CRM platforms (Salesforce, Litify).
Preferred Qualifications
Bachelors degree in Accounting, Finance, or a related field preferred.
Key Performance Indicators
100% of operating transactions recorded within 2 business days
Bank and credit card accounts reconciled by the 5th business day of each month
Payroll reports processed and categorized with 98% accuracy each pay cycle
Clyr platform expense reconciliations completed weekly with zero backlogs
100% of bills recorded in QuickBooks within 24 hours of receipt from AP Administrator
Monthly financial statements prepared and submitted by internal deadline
Maintain 2% error rate in data entry and reconciliations
Respond to cross-departmental accounting requests within 1 business day
Update project/task tracker (e.g., Monday.com) weekly with 100% task status accuracy
Participate in and complete at least 1 financial process improvement initiative per quarter
Work Environment
Full-Time stateside
Collaborative, mission-work-driven culture with a fast-paced startup dynamic.
Salary and Benefits
Salary Rate: $ 40k-80k
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Application Process
You may apply to our career page: https://alonsoandalonsolaw.wd503.myworkdayjobs.com/Alonso
Physical Demands
This position primarily involves sedentary work, requiring the ability to sit for extended periods while using a computer, phone, and other office equipment. Must handle typing and data entry tasks efficiently.
Equal Opportunity Employment Statement
Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.