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Accounting Assistant

The Accounting Assistant provides financial support to the Chief Financial Officer and Meridian Project Managers. The Accounting Assistant is a professional in charge of work with various members of the Meridian Management team in maintaining financial data for the Company and project, and for records management.

The Accounting Assistant aids in the preparation of invoices on behalf of Project Managers for review prior to submittal to clients. The individual in this role will be helping with day-to-day tasks related directly to their field, which means that precision is essential. They will participate in day-to-day administrative processes and efforts, operations, and performance of financial management activities. This includes coordinating functions for administrative and support services, finance support, contracts and subcontracts, client and subcontractor insurance certifications, records and information management, and other assigned office support services for Meridian Consultants.

Responsibilities and Duties

Roles and Responsibilities

  • Assist Chief Financial Officer in collecting and distributing financial data to support monthly invoicing.

  • Track and file subcontractor W-9 and insurance certificates.

  • Track and file client and vendor contracts and subcontracts.

  • Set up new projects in both QuickBooks and Replicon using established project setup methods and procedures.

  • Assist with other accounting support tasks as requested.

Required Skills

Finance ­‒ Considerable knowledge and experience using QuickBooks for professional services accounting. Knowledge of basic bookkeeping procedures. Familiarity with finance regulations.

  • Understanding of accounting data entry and processes including management of accounting ledgers, chart of accounts, payroll systems (support to ADP), and vendor invoicing and tracking.

  • Ability to perform arithmetic, algebraic, and statistical applications. Ability to employ economic and accounting principles and practices in the analysis and reporting of data.

  • Enter financial transactions into internal databases.

  • Manage employee expense reports and reimbursements.

  • Maintain digital and physical financial records, and financial transactions into our internal databases and reconciling invoices (paid and track invoice aging).

  • Prepare bank deposits.

  • Good math skills and the ability to spot numerical errors.

  • Maintain strict confidentiality at all times on matters pertaining to company financial data.


Project Administration ­‒ Assist Project Manager with preparation of draft invoices to meet client requirements.

  • Reconcile subcontractor invoices and identify discrepancies.

  • Proof invoices to assure accuracy. Maintain accounting invoice and subcontractor invoice database.


Customer Service ­‒ Considerable knowledge of principles and processes for providing customer service. This includes setting and meeting quality standards for services, and evaluation of customer satisfaction.


Coordination of Work ­‒ Ability to establish and implement effective administrative programs and procedures. Ability to plan and organize daily work routine and establish priorities for the completion of work in accordance with sound time-management methodology. Effectively manage multiple-tasks and multiple projects at the same time and prioritize tasks and workload according to meet schedules and budgets.


Communication ­‒ Excellent ability to listen and understand directions, information and ideas presented verbally and in writing. Ability to handle a variety of customer service issues with tact, confidentiality, and diplomacy and in a confidential manner.


Systems Management and Software Integration ­‒ Understanding and knowledge of QuickBooks accounting software concepts and basic operating principles, including use of a cloud-based operating environment.

  • Proficient in Office365 including SharePoint, Outlook, Microsoft Word and Excel and be willing to learn other office or web-based programs.


Office Administration ­‒ Knowledge of office systems, practices, procedures and administration. Knowledge of general office equipment (copiers) and personal computers to include word processing, spreadsheet, and related software.


  • Excellent command of the English language.

  • Writing, copy editing, and proofreading experience.

  • Excellent communication and interpersonal skills.


  • Minimum 3 years' experience as an Accounting Assistant or Accounting Clerk.

  • Minimum of an associate’s degree or bachelor's degree in business, accounting, or related field.


Certification in QuickBooks is a plus.

Compensation and Benefits

Meridian Consultants offers competitive salaries and benefits, including medical, dental, vision, and life insurance. We maintain profit sharing and 401k programs, and have opportunities for ownership participation. Compensation is determined at the time of hiring and will be commensurate with experience.

Please fill out our online application by clicking on the button below. Be sure to include a cover letter along with your resume.

Meridian Consultants is committed to creating a diverse environment and is proud to be an EEO/AA employer. We invite resumes from all interested and qualified candidates including women, minorities, veterans, and persons with disabilities.

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