Accounting Specialist - Financial Services

Little do people know, accounting specialists keep the world turning!  We are searching for a unique Accounting Specialist who is looking for a unique employer -- maybe that’s you?  We have spent years building a world-class employee experience, and this might be your opportunity to be a part of it!

The Accounting Specialist is responsible for performing day-to-day bookkeeping activities to ensure accurate financial records for assigned clients. This is a foundational, entry-level role focused on learning core bookkeeping and funeral-home accounting fundamentals — debits/credits, general ledger coding, the chart of accounts, and standard workflows — while completing assigned tasks accurately with review. 


Essential Duties & Responsibilities: Other duties may be assigned to meet business needs

• Communicate and reinforce the mission and vision of DIG and its subsidiaries.
• Exemplify DIG core values of love, growth, and community.
• Record client financial transactions on a daily basis, ensuring accurate account coding and attention to detail.
• Maintain bookkeeping records to support accurate financial reporting.
• Perform routine analysis of transactions, costs, revenues, and financial activity to support reporting accuracy.
• Maintain key accounting processes required for monthly, quarterly, and annual filings and deadlines.
• May process accounts payable (A/P) for assigned clients — including vendor invoices, payment runs, and vendor records — if assigned this responsibility at the supervisor's discretion.
• Utilize client administration software to support accurate revenue recognition and documentation.
• Maintain and update client workflows to ensure assigned work is complete and timely.
• Double-check own entries and work to catch errors before they reach review, not the client.
• Follow established procedures and raise questions or escalate anything outside the routine rather than improvising.
• Begin keeping personal notes on how to perform recurring tasks as a foundation for future documentation.
• Prioritize time-sensitive tasks and manage assigned workload, relying on a supervisor to set priorities.
• Learn and adopt the team's AI and automation tools — AI assistants, automated bank feeds, data entry — as part of daily work, and ask how manual steps could be automated.

Qualifications & Requirements

• Strong attention to detail and accuracy
• Ability to maintain confidentiality when handling sensitive information
• Strong organizational and time-management skills
• Ability to follow established procedures and meet deadlines
• Effective problem-solving and follow-through skills
• Ability to work collaboratively as part of a team
• Proficiency in Microsoft Office applications
• Strong written and verbal communication skills
• Professional interpersonal skills when interacting with clients and coworkers
• Adaptability and willingness to learn new systems and processes

Education & Experience

• 0–2 years of relevant experience
• Experience using QuickBooks and QuickBooks Online preferred
• Experience with other accounting or A/P systems a plus

 

About FDL Financial Services

          FDL Financial Services (FDLFS), a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. FDLFS offers accounting and lending services to funeral homes. FDLAS is yet another way DIG demonstrates its commitment to being the best, most respected provider of service to the funeral industry.

          DIG has been recognized with numerous workplace awards, including the 2025 Big Country’s Best Workplace, the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.

             Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."

             So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

An Equal Opportunity Employer.