Reports To: Accounting Manager /AR manager
Location: Lafayette, CA
Employment Type: Full-Time
Employment time: Temporary 3 months possible to extend
The Junior Accounting Analyst supports the Finance and Accounting team with daily transactional accounting activities and basic financial analysis. This role will assist with Accounts Receivable, Accounts Payable, commissions processing, reconciliations, and reporting using Microsoft Excel and Microsoft Dynamics 365 (Business Central) . This is an excellent opportunity for a motivated professional with 1–3 years of accounting experience looking to grow in a dynamic environment.
Accounts Receivable (AR)
- Assist with customer invoicing and posting in Dynamics 365
- Monitor customer balances and support collections follow-up
- Help reconcile customer accounts and investigate discrepancies
- Prepare basic AR aging reports
- Enter vendor invoices into Dynamics 365 accurately and timely
- Match invoices with purchase orders and receiving documents
- Assist with weekly payment processing and filing
- Support vendor statement reconciliations
- Support the calculation and tracking of sales commissions
- Maintain commission spreadsheets and supporting schedules
- Assist in validating data between sales reports and ERP
- Assist with monthly account reconciliations
- Prepare basic journal entries under supervision
- Help gather support for month-end close and audits
- Maintain organized financial files and documentation
- Use Microsoft Dynamics 365 (Business Central) for daily transactions and reports
- Maintain and update Excel spreadsheets (formulas, basic pivots, lookups)
- Support data accuracy and integrity in the ERP system
- Assist with simple reporting and data analysis
Education
- Associate in accounting, Finance, or related field (or in progress)
- 1–3 years of experience in accounting, finance, or administrative accounting roles
- Exposure to Accounts Receivable and Accounts Payable preferred
- Experience with Dynamics 365 (Business Central) or other ERP systems is a plus
- Good working knowledge of Microsoft Excel (formulas, basic pivots, lookups)
- Basic understanding of accounting principles (debits/credits, accruals, etc.)
- Comfortable working with accounting systems and data entry
- Strong attention to detail and accuracy
- Willingness to learn and get feedback
- Good organizational and time management skills
- Ability to work well in a team environment
- Clear communication skills
- Manufacturing or distribution experience
- Exposure to commissions processing
- Bilingual (English/Spanish)
- Accuracy & reliability
- Learning agility
- Data entry & validation
- Team collaboration
- Time management
