ACCOUNT SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Nov 06, 2024 - The Account Specialist has robust experience in the accounting cycle and is proficient in financial reporting, AP processes, and financial instruments accounting, this Account Specialist excels in Concur, Dynamics, and Microsoft Office. This position demonstrates outstanding PC skills and a strong analytical aptitude, effectively using logic and reasoning in various analytical tasks. Highly communicative and open-minded, possesses excellent cooperation abilities and fluently communicates in English, consistently showcasing a strong drive for continuous improvement.

Essential Hard and Soft Skills for a Standout Account Specialist Resume
  • Account Management
  • Data Analysis
  • CRM Software
  • Financial Reporting
  • Billing and Invoicing
  • Sales Forecasting
  • Contract Management
  • Microsoft Excel
  • Market Research
  • Customer Support Systems
  • Communication
  • Problem-Solving
  • Attention to Detail
  • Time Management
  • Adaptability
  • Relationship Building
  • Conflict Resolution
  • Teamwork
  • Empathy
  • Decision-Making

Summary of Account Specialist Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Proficient in Microsoft Word and Microsoft Excel
  • Experience working with Great Plains accounting software
  • Developed organizational, time management, and communication skills
  • Self-directed, driven and ready to take ownership and initiative
  • Able to meet deadlines, stay focused, multitask, and prioritize tasks in order of importance in a dynamic, high-energy, fast-paced environment
  • Develop healthy and supportive working relationships with the Evereve team
  • Ability to problem solve and find ways to streamline processes
  • Enjoys working in a dynamic, growing, entrepreneurial company in the company of a primarily women-based team environment
  • Detail-oriented and able to manage and post large volumes of data with speed and accuracy
  • Able to plan, organize and prioritize workload to meet deadlines
  • Able to establish and maintain efficient filing and records retention of financial documents

2. BS in Finance with 5 years of Experience

  • Knowledge of GL codes and chart of accounts
  • Experience with a t least one or more major accounting programs preferably Intacct.
  • Strong reconciliation experience with ability to communicate with vendors and customers, verbally and in writing.
  • Strong Microsoft Office skills (PowerPoint, Word,  Excel ).
  • Excellent written and verbal communication skills
  • Excellent planning and organizational skills with a strong attention to detail
  • Ability to prioritize effectively and proactively approach tasks
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to work independently and maintain confidentiality
  • Ability to work under time constraints

3. BA in Marketing with 4 years of Experience

  • Understanding of accounting principles, including recognition of direct bill and agency bill differences, premium finance transactions, and surplus lines.
  • Experience with Nexsure and Peoplesoft preferred.
  • Strong attention to detail and analytical skills required.
  • Proficiency in the use of Microsoft Word and Excel required.
  • High aptitude for accuracy in mathematical calculations.
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. 
  • Be results-oriented with the ability to change priorities as needed.
  • Strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
  • Strong accounting background/education including familiarity with both general ledger and property level transactions
  • Strong computer skills including proficiency with Microsoft Office suite of products, Microsoft Windows
  • Intermediate Excel skills required (filters, sorting, pivot tables, V lookup, etc.)

4. BS in Accounting with 3 years of Experience

  • Strong time management and administrative skills, attention to detail and accuracy
  • Proficient with Microsoft office especially Excel, QuickBooks, or other Accounting systems or tax software experience
  • Demonstrates good written and verbal communication
  • Bilingual skill set in English and Mandarin is required
  • Demonstrated experience in executing multiple tasks simultaneously while working in a team or independently
  • Good interpersonal skills, team player with a positive attitude
  • Real estate and/or property management experience
  • Strong knowledge of GAAP rules and regulations
  • Proven experience in a multinational environment and/or audit.
  • Good knowledge of US GAAP and tax matters.
  • Knowledge of local GAAPs for the countries in scope.

5. BA in Economics with 6 years of Experience

  • Strong verbal and written communication skills
  • Attention to detail and accuracy
  • Ability to reprioritize quickly and adapt to change
  • Problem analysis and problem-solving skills
  • Customer service skills
  • Willingness to learn on a continuous basis
  • Knowledge of Accounting principles and experience with general bookkeeping.
  • Know and understand GAAP and SOX compliance standards.
  • Proficient in relevant computer skills such as Microsoft Office products (particularly Excel), Microsoft Dynamics GP, Salesforce
  • Excellent communication skills, diplomatic, flexible and can-do mind-set.
  • Fluent in both written and spoken English and German.
  • Strong reporting tools including MS Excel, Word and PowerPoint.
  • Experience in JDE and Pega Tools, Audit experience and work record within a big 4 company are all definite advantages.

6. BS in Business Management with 3 years of Experience

  • Experience with the accounting cycle
  • Familiar with financial reporting and AP
  • Skilled in Concur, Dynamics, and Office
  • Able to perform each essential duty satisfactorily.
  • Equivalent combination of education and experience.
  • Excellent PC skills and systems knowledge
  • Analytical and logical thinking exhibits reasoning in a clear and consistent manner.
  • Strong communication skills is effective in a variety of communication settings while listening attentively.
  • Accounting and financial reporting experience, including the accounting of financial instruments
  • Open-minded and can-do attitude towards challenges and new ways of working and strong drive and motivation for improvements
  • Excellent cooperation and communication skills and ability to communicate fluently in English

7. BA in Communications with 4 years of Experience

  • Problem-solving skills and proactive approach
  • Ability to work in a team and with multifunctional teams
  • Excellent spoken and written English
  • Good knowledge of Microsoft Office Professional (PowerPoint, Word, and Excel)
  • Knowledge of Navision
  • Excellent communication skills - verbal and written
  • Excellent listening skills
  • Excellent time management skills
  • Problem analysis and problem-solving
  • Ability to work with minimal supervision and achieve productivity goals
  • Attention to detail and accuracy

8. BS in Sales and Marketing with 3 years of Experience

  • Familiar with the EPR system, SAP experience
  • Quick learner and good cross-group collaboration.
  • Strong verbal and written English is required, good communication skill
  • Must have basic Microsoft Office skills, including e-mail, Word, and Excel
  • May be required to navigate the Internet efficiently and effectively
  • Able to work with a high level of accuracy
  • Problem-solving and prioritization skills
  • Good understanding of banking financials, financial markets, and products
  • Good knowledge of the Swedish accounting standards and IFRS
  • Strong analytical skills and ability to work with large and complex data and preferably database querying
  • Good knowledge of Excel and other MS Office tools

9. BA in Customer Service Management with 2 years of Experience

  • Proficiency with Microsoft Office Suite such as Word, Excel, and PowerPoint
  • Experience with Concur and SAP
  • Fluent in reading and written English
  • Professional and proactive service attitude, flexible and able to work under pressure
  • Strong communication skills with diverse groups and individuals
  • Strong understanding of accounting principles and financial reporting and legislation
  • Excellent communication and interpersonal skills
  • Ability to manage multiple products, customers, and timelines
  • Good problem-solving skills
  • Good time management skills
  • Exceptional problem-solving skills
  • Strong planning, organizational and problem-solving skills.

10. BA in Business Administration with 3 Years of Experience

  • Successful sales background, track record of achieving personal production goals.
  • Experience in account-focused corporate service environment such as consulting, investment banking, accounting, or other client-focused, consultative service environment
  • Outstanding interpersonal skills capable of interacting with senior officers of clients, encouraging positive relationships and using those relationships with customers, employees, insurers and other third parties to the company’s long term benefit
  • Ambitious attitude where accountability for profitability and satisfaction are second nature
  • Proven teambuilding skills and the ability to cultivate strong cross-functional relationships to serve client needs
  • Communicate effectively and persuasively, both verbally and in writing
  • Ability to develop and deliver impactful proposals and presentations
  • Handle time and resources effectively through strong organization, multi-tasking, delegation, time management and project management skills
  • Experience working with CRM platform 

11. BA in Finance with 5 Years of Experience

  • Experience in wholesale customer service, buying, planning, or forecasting field.
  • Experience filling orders from inventory based on appropriate lead time and inventory levels for globally sourced product.
  • Wholesale consumer goods experience servicing retailers of all sizes, including e-commerce accounts, boutiques, off-price stores, mass merchants, department stores and club stores.
  • Quick learner with attention to detail.
  • Ability to handle multiple tasks with excellent problem solving/decision making skills.
  • Professional with a positive attitude who works well under pressure.
  • High Proficiency in Excel. Pivot table knowledge
  • Computer literate in Word, Excel, Outlook, and mainframe.
  • Highly successful communicator who effectively conveys information verbally and in writing and interfaces well at all levels of an organization.

12. BA in Marketing with 3 Years of Experience

  • Strong, positive and influential team player
  • Ability to work independently and maintain technical expertise and aptitude with web-based applications
  • Must have strong interpersonal skills
  • Demonstrated ability to manage multiple accounts and tasks
  • Excellent judgment and discretion
  • Remain calm and professional in all situations, and have an unprecedented sense of urgency
  • Highly organized and detail-oriented
  • Must be able to work independently with a high level of self-motivation and enthusiasm
  • Recognize problems, identify possible causes and resolve routine issues
  • Team player with a “can-do” attitude that can work in a fast-paced, ever-changing environment
  • Ability to establish and maintain a professional atmosphere for colleagues, clients and customers
  • Exceptional listening and probing skills
  • Ability to work effectively under pressure in a fast-paced environment

13. BA in Economics with 2 Years of Experience

  • Experience supporting a sales organization 
  • Intermediate proficiency in the Microsoft Suite of product and working database experience 
  • Working experience with CRM applications 
  • Solid knowledge of sales and marketing processes
  • Proven strong problem solving and analytical skills
  • Excellent oral and written communication
  • Ability to work independently and manage own time effectively
  • Ability to work in a highly energized team and comfortable with customer-facing and business communication
  • Ability to work with and meet deadlines regularly
  • Demonstrated success managing multiple processes and tasks at a time with strong organizational and detail skill
  • A positive attitude with a focus on learning the complete product cycle to better service the customer (schools and administrators) and field sales representatives

14. BA in Accounting with 6 Years of Experience

  • Ability to read, analyze and interpret computer reports.
  • Ability to organize, prioritize and handle multiple work assignments.
  • Ability to complete work accurately under time constraints and deadlines.
  • Ability to communicate with customers, co-workers and various business contacts in a courteous and professional manner.
  • Ability to listen to the customer, determine needs and suggest appropriate technology solutions.
  • Ability to speak in a clear, understandable and friendly voice with customers and co-workers.
  • Strong desire to learn new technologies and a positive attitude.
  • Proficient use of MS Excel, Word 
  • Previous success in Account Management or Customer Service working with multiple accounts with strong problem-solving and organization
  • Proven ability to communicate at a high level both through email and interpersonal communication with influence and balanced with care and kindness

15. BA in Advertising with 3 Year of Experience

  • Experience in physician office environment, hospital environment or other patient healthcare setting highly 
  • Proficiency in healthcare and medical terminology
  • Demonstrates skills and high level of attention to detail. 
  • Able to prioritize and exhibit a high level of organization.
  • Knowledge of HIPAA provisions and importance of privacy of patient data.
  • Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, and general working knowledge of Internet for business use.
  • Demonstrates ability to utilize specialty software applications for position.
  • Ability to multi-task and work in a fast-paced, deadline driven environment.
  • Teamwork Commitment to the successful achievement of team and organizational goals
  • Demonstrated aptitude in dealing with demanding client needs and demonstrates effective conflict resolution telephone skills.
  • Self-Motivated Able to demonstrate the ability to manage time effectively with minimal supervision.
  • Strong evidence of related service skill sets 
  • Must possess the ability to perform repetitive motion.

16. BA in Communication Studies with 3 Years of Experience

  • Experience in digital advertising/marketing. 
  • Superior verbal and written communication skills. 
  • Advanced computer literacy especially in Microsoft Office applications – Excel, Access, Word, and PowerPoint. 
  • Experience in data analysis, either professional experience or through education. 
  • Demonstrated high attention to detail and proven ability to manage multiple, competing priorities simultaneously. 
  • Must have managed global clients along with owning individual performance goals.  
  • Experience working with popular PPC ad platforms (Google AdWords, Bing AdCenter, Amazon SP, etc).
  • Passion for online advertising and a track record of delivering outstanding results. 
  • Experience interpreting data and making business recommendations. 
  • Google Ad Words / Bing Ads certification 
  • Strong customer focus.
  • Strong interpersonal skills.

17. BA in Public Relations with 5 Years of Experience

  • Excellent written and verbal communication skills, including effective listening skills.
  • Ability to learn and understand technical terminology.
  • Must be able to work in a fast-paced goal-oriented environment.
  • Able to handle multiple tasks, stay organized, and focused on details.
  • Requires extensive knowledge of the organization, products, and services.
  • May require advanced problem-solving.
  • Requires the ability to navigate a computerized data entry system or other relevant applications.
  • Basic understanding of the online (and more specifically affiliate) marketing sector.
  • Highly organized and detail-orientated
  • Proactive - continually looking to grow internally and externally
  • Strong interpersonal skills
  • Ability to work well as a team and prioritize workload based on the company’s goals
  • Comfortable using Excel
  • Ability to learn PowerPoint and Rakuten Advertising tools and processes.

18. BA in Management with 5 Years of Experience

  • Experience in accounts payable and purchasing field
  • Familiarity with multi-currency and multi-company environment
  • Knowledge of accounting systems, demonstrated expertise in Agresso 
  • Technical proficiency in MS Office applications, specifically in Excel spreadsheet development and manipulation to maximize efficiency in reporting
  • Mature, effective, written and verbal communication and interpersonal skills
  • Strong ability to communicate in both Polish and English
  • Excellent analytical and problem solving, attention to detail and client focus
  • Ability to perform computations with speed and accuracy in a fast-paced environment and meet deadlines
  • High level of integrity, self-motivation and initiative
  • Independent, highly organized and able to prioritize a workload
  • Responsible team player, positive work attitude
  • Comfortable with receiving feedback and coaching

19. BA in International Business with 5 Years of Experience

  • Experience in a Customer Success/Merchant Analyst role
  • Experience delivering client-focused solutions to customer needs
  • Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) specifically fluent in excel
  • Experience in Looker, Tableau, other data visualization tool, or willingness to learn
  • Prior payments experience 
  • Demonstrable ability to communicate, present to, and influence key stakeholders at all levels of an organization
  • Experience working in high-growth, cross-functional team environments
  • Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail
  • Innovative, self-motivated, collaborative, and capable of dealing with complex interpersonal dydynamics
  • Must be able to work under pressure, see the bigger picture, and think logically in stressful situations.

20. BA in Business Administration with 3 Years of Experience

  • Ability to work in a fast-paced environment, react quickly to evolving customers needs, and manage multiple projects while remaining flexible in a self-directed, organized, decisive, professional and objective manner.
  • Ability to identify & implement innovative operational processes while owning all points of implementation and education.
  • Experience in effectively collaborating and communicating with customers and colleagues in a friendly, easy-to-understand and efficient manner, consistent with philosophies. 
  • Strong analytical, interpersonal, written, verbal, listening and negotiation skills as well as the ability to think creatively.
  • Ability to delegate, hold self and others accountable, and prioritize tasks for optimum efficiency.
  • Ability to present in front of a large group on a topic with which have expertise
  • Demonstrate independent problem-solving skills with the ability to be flexible and embrace change in a positive manner.
  • Demonstrate self-awareness and a desire to grow professionally.
  • Extensive knowledge of Microsoft Office Suite, and PowerPoint, as well as is considered an Excel expert and resources for others.
  • Prior E-Commerce experience
  • Meticulous attention to detail and ability to follow up on tasks without reminders
  • Web-based analytical and data experience

21. BA in Finance with 2 Years of Experience

  • Technologically savvy and experience working with Microsoft Office products and Windows-based applications
  • Excellent communication skills with the ability to clearly convey information and ideas with customers and all levels of the organization
  • Ability to positively adapt to change in a highly dynamic work environment
  • Team-oriented with a professional, enthusiastic and friendly demeanor
  • Exceptional attention to detail
  • Strong organizational skills and the ability to effectively prioritize and balance multiple tasks
  • Ability to work effectively and efficiently in a continuously changing paced work environment
  • Previous customer support experience
  • Experience with flat steel products
  • Knowledge of Adobe products (Adobe, PDF, Acrobat)
  • Must be able to work in a fast-paced, dynamic environment with tight deadlines
  • Experience with Salesforce or another CRM 
  • Ability to quickly identify problems and provide solutions to customers
  • Capable of thoroughly and efficiently gathering and documenting detailed information

22. BA in Marketing with 3 Years of Experience

  • Customer support experience and automotive supplier experience
  • Strong communication skills and the ability to build relationships with team
  • Highly organized and solid multi-tasking skills
  • Detail oriented to maintain accuracy of work
  • Excellent verbal and written communication and problem solving skills
  • Demonstrates sound business judgment and decision making
  • Team player with positive attitude
  • Computer competencies including: MS Excel, PowerPoint, internal databases, web portals
  • Ability to develop creative solutions to support Sales teams and customer focus.
  • Strong Integrity and accountability
  • Strong data-analysis skills
  • Ability to prioritize and multitask
  • Strong attention to detail

23. BA in Economics with 4 Years of Experience

  • Intermediate level proficiency in MS Office and Google Suites
  • Ability to convert one unit of measure utilizing a conversionchart
  • Excellent verbal and written communication skills
  • Excellent listening skills with an ability to fully understand the complexity of a problem andthe ability to offer good solutions by providing a high level of customer satisfaction
  • Advanced ability to multitask
  • Ability to work effectively with a team, develop workflows and processes to help improveperformance is an essential requirement.
  • Ability to manage and organize information from various channels such as phone, email, andEDI
  • Excellent organizational skills and attention to detail
  • Advanced problem solving and creating thinking skills
  • Advanced time management skills
  • Advanced follow-through skills
  • Inbound/Outbound phone experience and order entry experience

24. BA in Accounting with 3 Years of Experience

  • Be self-motivated, confident, possess critical thinking and research skills, have a strong work ethic with a high level of business maturity.
  • Must be a fast learner, curious, and possess the ability to learn new information about solutions and sales processes.
  • Self-starter with drive to learn independently and in a structured environment.
  • Comfortable operating within a teamed service and selling approach with energy and sense of ownership.
  • Competitive nature and coachable.
  • Good customer service and follow-up skills.
  • Previous customer facing and sales experience.
  • Excellent interpersonal and professional communication skills, both verbal and written (English & Spanish).
  • Good attention to detail and strong organizational skills are critical.
  • Strong communication skills both oral and written 
  • Good knowledge of consumer credit reporting marketplace and willingness to learn more.
  • Solid working knowledge of Salesfore.com CRM system

25. BA in Advertising with 1 Year of Experience

  • Fluency in English (with respect to writing, reading, speaking and communication)
  • Superior verbal and written communication skills
  • Working knowledge of Microsoft Office Applications (Access, Excel, Power Point and Word)
  • Able to work in a diverse team
  • Experience in the online advertising, sales, marketing, and/or e-commerce space
  • Experience within EU Student Programs Teams or business internships
  • Experience with managing global clients along with owning performance goals
  • Experience interpreting data and making business recommendations
  • Demonstrated high attention to detail and proven ability to manage multiple priorities simultaneously
  • Passion for online advertising and a track record of delivering results
  • Google Ad Words / Bing Ads certification
  • Must have strong math aptitude in order to manually check insurance calculations

26. BA in Communication Studies with 2 Years of Experience

  • Previous clerical experience
  • Experience and proficiency in Excel.
  • Excellent communication skills, both written and verbal. 
  • Ability to properly develop business letters and communicate with customers, co-workers, and business contacts in a professional and courteous manner both in person and by phone.
  • Experience in the use of a computer and various applications, including word processing, spreadsheets (Excel), presentation applications, and databases, as well as e-mail and the Internet.
  • Thorough proofreading skills.
  • Excellent organizational skills.
  • The ability to prioritize effectively and handle several activities simultaneously.
  • Ability to handle stressful situations.
  • Ability to pay close attention to details.
  • Ability to effectively contribute in a team environment
  • Strong problem-solving skills and a passion for customer service

27. BA in Public Relations with 3 Years of Experience

  • Specific systems experience within applications with IKnowMed or equivalent EHR.
  • Excellent ability to build relationships, align and influence varied and diverse participants across all levels and functions to achieve requisite milestones
  • Knowledge and experience with healthcare operational, clinical or financial systems 
  • Familiarity with Oncology practice day-to-day operations. 
  • Demonstrated outstanding communications skills (verbal, written and presentation skills). 
  • Proficiency with MS Word, Excel, PowerPoint, and WebEx.
  • Have a strong ability to prioritize, and have strong organizational skills and ability to multi-task
  • Demonstrate strong written and verbal communication skills
  • Have excellent attention to detail
  • Thrive in a fast-paced, process-driven environment
  • Prior experience with ERP and/or CRM systems
  • Customer service experience 

28. BA in Management with 4 Years of Experience

  • Strong interpersonal skills.
  • Proven record of dependability. 
  • Punctual and reliable attendance of the Account Specialist is critical to the success of a fast moving service center.
  • Experience in a customer service/care role in an office environment, preferably in a call center.
  • Prior ocean transportation industry knowledge highly desirable
  • Must be able to learn and retain a large amount of technical information in a relatively short period.
  • Able to manage multiple tasks.
  • Proficiency with a keyboard and window-based applications, including Internet.
  • Proven self-motivation skills.
  • Active listening skills.
  • Excellent oral and written communication skills.
  • Ability to excel in a team environment, as well as working independently.
  • Organization and prioritization skills.
  • Ability to think like the customer with a passion to deliver top quality service.

29. BA in International Business with 5 Years of Experience

  • Advanced working knowledge of PC networking, including the fundamentals of Windows Authentication, Active Directory.
  • Proficiency with Microsoft Windows Operating Systems: XP, Vista, 7, Server 2005, Server 2008 (x32 & x64).
  • Proficiency with SQL Server (Express, 2000, 2005, 2008, 2012 Mgmt. Studio).
  • Advanced analytical problem-solving skills.
  • Experience with support administration & configuration of server virtualization (VMware) & Microsoft’s Cluster services.
  • Advanced knowledge and ability to create basic/standard queries
  • Ability to access a pre-written library of more complex queries and accurately adapt them to the specific situation or needs.
  • Experience with PC remote control software, i.e. Remote Desktop, etc.
  • Ability to develop proficiency in the use of USDA regulated school food service software.
  • MCSE & SQL Server Certification highly desired.
  • Knowledge of SalesForce.com 
  • Experience in troubleshooting complex computer/applications/network-related problems 
  • Experience in installing and training on a POS system, preferably in the K-12 school foodservice market but any related market is acceptable.
  • Experience in customer technical support help desk
  • Experience in the K-12 school foodservice market highly desired.

30. BA in Business Administration with 3 Years of Experience

  • A proactive and energetic approach to work
  • Exceptional time management
  • Flexibility & resilience
  • Excellent customer service
  • A strong internal & external rapport with key stakeholders
  • Able to multitask in this exciting high volume environment
  • Intermediate to advanced computer and MS office skills
  • Ability to communicate effectively at all levels
  • Sales, account management, or client services
  • Strong analytical and problem-solving abilities in a business context
  • Advanced Excel, Word and PowerPoint skills
  • Proven ability to balance simultaneous projects in a dynamic environment
  • Ability to build and maintain effective relationships internally and externally
  • Aptitude to perform job functions in a team environment, with little direct supervision
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