Transaction Specialist

We at Carolina Acquisition Partners (CAP) Management are looking for a Transaction
Specialist to join our office team and assist with the accounting duties at our High Point location. The successful candidate will be responsible for providing administrative support, managing office tasks, and ensuring the smooth running of the office. This position requires excellent organizational skills, the ability to multitask, and the ability to work independently with minimal supervision. The Specialist will also be required to stay up-to-date on office policies and procedures and provide assistance to other staff members as needed. To be successful in this role, your Core Values must align with ours:

CORE VALUES

Start With Curiosity: Show genuine interest. Search more. Participate. Create. Don’t ever rest in the belief that you have it all figured out - always be looking forward to what is next.

Foster an Abundance Mindset: Opportunities are created not taken. Increase the size of the pie. Bethirsty for wisdom, eager for opportunity and accountable for improvement.

Fight For Simplicity: Keep it simple & consistent. Focus on how things should be done every time.

Be Bold Not Reckless: Use teamwork, candor, and a bias for action to make decisions. Seize the opportunity to serve the needs of our customers and one another. Feel empowered to put all other values into action.

Show Grit: Overcome obstacles & persevere with passion. Challenges are an
opportunity to grow & learn.

KEY RESULT AREAS

● Manage office operations and procedures.
● Maintain office supplies inventory.
● Organize and schedule meetings and appointments.
● Provide general administrative support.
● Answer and direct phone calls.
● Write and distribute email, correspondence memos, letters, faxes, and forms.
● Assist in the preparation of regularly scheduled reports.
● Managing AR and AP: this includes collections, recording of transactions and executing timely and accurate entry of vendor bills

Transaction Specialist

● Maintaining financial records: entering journal entries as prepared by the
Controller, executing month-end close procedures, and maintaining reconciled schedules of assets and accumulated depreciation.

● Asset transactions: Entering assets required, making JEs, and maintaining reconciled schedules of assets and accumulated depreciation

● Balancing/reconciling electronic and paper documentation
● Analyzing information to determine accuracy and completeness of work

REQUIREMENTS

● Commitment to proactivity, responsiveness, and thoughtful-yet-prompt action.
● Ability to effectively communicate complex ideas and information.
● Advocate for continuous improvement and fight for simplicity.
● Adaptable to changes in priorities and the ability to orchestrate the follow through on any pivot and evolution in priorities.
● Highly flexible with a growth mindset.
● Demonstrated system thinker who seeks and recommends improvement to processes to benefit the company and employees
● Ability to manage and oversee projects and tasks to completion.
● Exceptional organization skills and an above-average attention to detail.
● Excellent time management skills with a proven ability to meet deadlines in a rapid-change environment.
● Experience working within a fast-growth environment.
● Experience supporting multiple organizations or locations at once.
● Ability to convey ideas clearly and accurately using both verbal and written communication.
● Proficiency with Microsoft Office Suite or related software.

EDUCATION & EXPERIENCE

● Bachelor’s degree in Accounting or equivalent field, or equivalent work experience.
● 1-2 years of equivalent work experience.

PHYSICAL REQUIREMENTS

● Prolonged periods of sitting at a desk and working on a computer.
● Must be able to lift 30 pounds at times.

LOCATION

Transaction Specialist

Carolina Acquisition Partners (CAP) has strategic partnerships with various organizations that allows us to gain efficiencies for the businesses we acquire, manage, and grow, subsequently providing an expeditious ROI for our lenders.. The main office is located in High Point, NC. The Transaction Specialist position has the the ability to maintain a hybrid work schedule with the ability to come into the corporate office 2-3 days a week.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• High Point, NC 27265: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounting: 1 year (Required)
• Customer service: 1 year (Preferred)

Work Location: Hybrid remote in High Point, NC 27265

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