Accounting & Financial Outsourcing (Afo) Accounting Operations Associate

About Dean Dorton

Dean Dorton's team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.

Our core values guide how we work, lead, and support one another every day. They are:

• Integrity- We do the right thing, integrity guides our decisions.
• Relationships- We value people, relationships drive our impact.
• Collaboration- We win as one team, collaboration fuels our success.
• Growth- We stay curious, growth is our mindset.

About Accounting and Financial Outsourcing (AFO)

Dean Dorton's outsourced accounting team serves as a critical component to the financial success of our clients. Our team partners with organizations to serve as their CFO, controller, and/or accounting team, allowing clients to focus on other key business processes integral to their success. By offering cloud-based and real-time financial data, we help clients maintain accurate financial information and make timely business decisions.

About the Role

The AFO Accounting Operations Associate is an hourly, non-exempt role focused on accurate and timely transactional accounting support for multiple clients. This position processes routine accounting activity, maintains supporting documentation, and prepares a limited number of basic journal entries using established instructions and templates. The role works under general supervision and escalates exceptions or unusual activity to more experienced team members.

Essential Duties & Responsibilities

The essential duties and responsibilities of the AFO Accounting Operations Associate are outlined below in correlation with Dean Dorton's performance management impact areas.

Technical

• Occasionally process routine accounts receivable transactions, including invoice preparation, customer record maintenance.
• Research routine differences and escalate unresolved items.
• Prepare and post basic, recurring journal entries using approved templates and instructions, such as standard reclassifications or other straightforward entries.
• Support payroll-related transaction entry, and other recurring accounting processes as assigned.
• Use accounting software and client systems to complete assigned work consistently and accurately.
• Identify missing information, unusual transactions, or process exceptions and communicate them promptly to the appropriate team member.
• Record and apply cash receipts, identify the appropriate customer accounts or open receivables, and allocate new revenue to the correct general ledger accounts.
• Export and import receipt data from point-of-sale systems and donor databases in accordance with client-specific procedures.
• Follow client-specific procedures, internal controls, confidentiality requirements, and documentation standards.
• Assist AFO team members with other routine accounting or special projects as needed.

Behavioral

• Demonstrate strong attention to detail and take ownership of the accuracy and completeness of assigned work.
• Organize recurring tasks effectively and meet internal and client deadlines.
• Communicate work status, questions, missing information, and potential delays clearly and promptly.
• Work independently within established processes while knowing when to ask questions or escalate an issue.
• Demonstrate coachability by applying feedback and incorporating corrections into future work.
• Adapt to multiple clients, systems, and priorities while maintaining a service-oriented and collaborative approach.
• Protect confidential client and firm information and exercise sound judgment when handling financial data.
• Contribute to a positive, accountable, and team-oriented work environment.

Non-Charge

• Participate in required firm, team, technical, and professional-development training.
• Build proficiency in the accounting platforms most relevant to assigned clients.
• Participate in firm-sponsored events and activities as appropriate.
• Support internal process-improvement and documentation efforts as assigned.