Staff Accountant - EPIC

Posted 9 Hours Ago
Be an Early Applicant
Hiring Remotely in Rochester, NY, USA
In-Office or Remote
21-29 Hourly
Junior
Fintech • Software • Financial Services
The Role
Support finance team across billing, accounts payable, accounts receivable, and general accounting. Assist with fee inquiries, monthly/quarterly billing, journal entries, vendor invoice coding, reconciliations, bank statement review, closing books, account setups, and collections. Perform other assigned duties.
Summary Generated by Built In
Pay Range: $21.01 - $29.41

Provide assistance to Finance Department in the areas of Billing, Accounts Payable, Accounts Receivable and general accounting.

Education and Experience:

  • Bachelor's Degree in Business, Accounting or Finance and two (2) years of accounting experienceor an equivalent combination of education and experience

Skills and Abilities:

  • Knowledge of automated financial accounting reporting systems. Proficiency in Microsoft Office Software, financial software, and database applications. Ability to solve complex problems and provide successful solutions.
  • Must be highly detailed and organized, able to work independently and meet a consistent stream of deadlines. ·
  • Ability to read and interpret documents such as procedure manuals and technical procedures. Ability to write routine reports and correspondence. Ability to communicate effectively with other employees throughout the firm as needed.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Ability to develop industry specific system skills provided by internal training, within a reasonable time as determined by the daily valuation manager.

Tasks Performed:

  • 40% Assist team members and clients with fee related inquiries. Worklog, reconcile and disburse fee submission
  • 30% Assist with Monthly and Quarterly Billing process and Account Receivables.
  • 20% Prepare journal entries, coding vendor invoices, accounts analysis and reconciliation, closing books and setting up new accounts on a monthly basis. Reconcile bank statements, verify deposits, address questions and problems and prepare general ledger reconciliations on a monthly basis.
  • 5% Monitor accounts receivables collection from sponsors and or institutions and reconcile customer accounts. Maintains client contracts with appropriate supporting material. Update records as necessary.
  • 5% Perform other duties as requested.

Physical Requirements:

  • Communicate effectively with internal and/or external customers
  • Stationary 75% of time or greater
  • Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.   

Business Stability 

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 

Benefits for Full-Time Employees: 

  • Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

  • Parental Leave: Six weeks of paid leave at 100% of your salary. 

  • Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

  • Dental and Vision Coverage: Ensuring your overall health and well-being. 

  • Flexible Spending Accounts: For healthcare and dependent care expenses. 

  • Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

  • Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

  • Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

  • Adoption Assistance: Supporting your growing family. 

  • Tuition Reimbursement: Invest in your education and career growth. 

  • Employee Assistance Program (EAP): Access to support and resources. 

  • Pet Insurance: For all your furry friends.

  • Financial and Banking Services: Various banking services benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

  • Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

  • Dental and Vision Coverage: Ensuring your overall health and well-being.

  • Voluntary Benefits: Including hospital, accident, and critical illness coverage.

  • Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

Benefits for All Part-Time Employees: 

  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

  • Paid Sick and Safe Leave: For your health and safety. 

  • Employee Assistance Program (EAP): Access to support and resources. 

  • Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Skills Required

  • Bachelor's Degree in Business, Accounting or Finance and two (2) years of accounting experience or equivalent combination of education and experience
  • Knowledge of automated financial accounting reporting systems
  • Proficiency in Microsoft Office software, financial software, and database applications
  • Ability to prepare journal entries, code vendor invoices, perform account analysis and reconciliations, and close books monthly
  • Experience with billing processes, accounts receivable management, fee reconciliation and disbursement
  • Strong attention to detail, organization, ability to work independently and meet deadlines
  • Ability to read and interpret procedures, write routine reports, and communicate effectively
  • Ability to apply math concepts such as fractions, percentages, ratios, and proportions
  • Ability to develop industry-specific system skills through internal training as determined by manager
  • Ability to remain stationary 75% of the time and move objects up to 10 lbs
  • Authorization to work for any employer in the U.S.; employer will not sponsor employment visas

NBT Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NBT Bank and has not been reviewed or approved by NBT Bank.

  • Retirement Support Retirement offerings include a 401(k) with company match alongside a pension plan—an uncommon combination. Mentions of a match up to 6% and positive callouts of the pension reinforce depth.
  • Leave & Time Off Breadth Time-off benefits include paid holidays and substantial PTO. Generous starting PTO amounts are specifically referenced.
  • Wellbeing & Lifestyle Benefits Resources include an Employee Assistance Program, financial wellness tools, and wellness champions, with recognition such as Cigna’s 2025 Gold Healthy Workforce Designation. Banking product discounts and development support complement these offerings.

NBT Bank Insights

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The Company
HQ: NorwichNorwich, NY
1,558 Employees
Year Founded: 1856

What We Do

NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.

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