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Accounting Specialist in Kansas City, MO at CBIZ

Date Posted: 2/26/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service. 

Essential Functions and Primary Duties

Collects client payments by:

  • Tracking and processing client’s monthly invoice schedules for ACH or check receipt 
  • Verifying and reconcile transaction information 
  • Notifies billing team of any delinquent accounts or insufficient payments.

Pays client’s carrier invoices by:

  • Verifying transaction information
  • Balances to CBIZ-issued Consolidated Invoice
  • Scheduling and preparing disbursements within five (5) business days from receipt
  • Processing authorized payment via applicable process (ACH, Online Payment, Check, or Wire
  • Prepares financial reports by collecting, analyzing, reconciling and summarizing account information and trends.
  • Maintains up to date balances sheets for each billing client
  • Maintains accounting ledgers by posting account transactions.
  • Verifies accounts by reconciling statements and transactions.
  • Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments.
  • Maintains financial security by following internal accounting controls.
  • Secures financial information by completing data base backups.
  • Maintains financial historical records by filing accounting documents.
  • Maintains accurate process documents and checklists.
  • Contributes to team effort by accomplishing related results as needed.
  • Assist in other work areas and perform all other related duties, as needed and directed.

Preferred Qualifications

  • Bachelor’s Degree in Accounting or Finance or two years of experience on a specialized subject matter
  • Administrative Writing Skills
  • Organization, thoroughness, and verbal communication 
  • Data Entry Skills
  • General Math Skills
  • Financial Software
  • Analyzing Information
  • Attention to Detail
  • Reporting Research Results

Minimum Qualifications Required

  • High school diploma or GED required
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities


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