1840 & Company

Accountant

• Perform month-end and year-end close activities, including bank and credit card reconciliations, journal entries, accrual analysis, A/P and A/R reconciliations
• Reconcile all balance sheet accounts on a monthly basis
• Prepare monthly Balance Sheet and Income Statement reports
• Reconcile employee benefit accounts
• Process bi-weekly payroll and set up new employees in payroll system
• Establish, implement, and maintain internal controls
• Oversee and manage records and reports in compliance with GAAP
• Direct maintenance of general and subsidiary ledgers
• Reconcile daily financial transactions and coordinate with banks
• Prepare financial analyses, management presentations, and special projects
• Supervise Accounts Payable and Accounts Receivable functions
• Maintain 1099 records and file sales tax returns
• Maintain strict confidentiality
• Drive continuous improvement and efficiency in business processes

Senior Accountant

Account Manager

• Cold calling to proactively pursue new prospects to grow the customer base.
• Meet and exceed monthly sales performance goals by servicing existing accounts, obtaining orders, upselling, and establishing new accounts.
• Focus sales efforts by using reports to analyze existing and potential sales understanding opportunities.
• Meet all sales objectives and handle all aspects of completing a sale including paperwork.
• Continually manage daily, weekly, and monthly sales forecasts and prospects using company software, and produce weekly reports.
• Resolve customers’ complaints by investigating problems, developing solutions, and making recommendations.
• Managing and understand each customer’s needs to build strong long-term relationships.
• Maintain long-term relationship with customers.
• Consistent communication with long-term customers.
• Develop and maintain positive relationships with support departments (warehouse, customer service, and accounting).
• Coordinating in-store sales training with vendors and customers.
• Attend vendor training to increase product knowledge.
• Deliver ongoing exceptional customer service with your accounts.

Sales Account Manager, English Speaker

Financial Planning and Analysis

• Perform month-end and year-end close activities, including: Bank and credit card reconciliations, Journal entries, Accrual analysis, Accounts payable (A/P) and accounts receivable (A/R) reconciliations.
• Reconcile all balance sheet accounts on a monthly basis.
• Prepare monthly Balance Sheet and Income Statement reports.
• Reconcile employee benefit accounts (health, dental, vision, disability insurance).
• Process bi-weekly payroll using an online timekeeping and payroll system.
• Set up new employees in the payroll system and process payments to independent contractors.
• Establish, implement, and maintain internal controls.
• Oversee and manage records and reports in compliance with GAAP.
• Direct the maintenance of general and subsidiary ledgers.
• Reconcile daily financial transactions; coordinate with banks as necessary.
• Prepare financial analyses, management presentations, and special projects as assigned.
• Review A/P aging reports and vendor payment requests to ensure timely invoice approvals.
• Deposit and post customer payments (cash and checks).
• Supervise Accounts Payable and Accounts Receivable functions.
• Maintain 1099 records and ensure timely annual distribution.
• File sales tax returns accurately and on time.
• Maintain strict confidentiality in all duties.
• Drive continuous improvement and efficiency in business processes
• Perform other special projects as assigned.

Senior Financial Accountant, English Speaker

Bookkeeper

• Record and manage daily expenses, including daily sales entries.
• Perform regular bank reconciliations and maintain accurate financial records.
• Oversee Accounts Payable (AP) and Accounts Receivable (AR), with an AP-focused workload.
• Prepare, send, and follow up on invoices.
• Utilize accounting tools including QuickBooks (QBO), Ramp, MS 365, and POS systems (e.g., Aloha).
• Collaborate with clients to provide financial insights and timely updates.
• Keep accounting software up to date and accurate.

• Perform month-end and year-end close activities, including bank and credit card reconciliations, journal entries, accrual analysis, A/P and A/R reconciliations.
• Reconcile all balance sheet accounts on a monthly basis.
• Prepare monthly Balance Sheet and Income Statement reports.
• Reconcile employee benefit accounts.
• Process bi-weekly payroll and set up new employees in payroll system.
• Establish and maintain internal controls.
• Oversee and manage records and reports in compliance with GAAP.
• Direct maintenance of general and subsidiary ledgers.
• Reconcile daily financial transactions and coordinate with banks.
• Prepare financial analyses, management presentations, and special projects.
• Supervise Accounts Payable and Accounts Receivable functions.
• Maintain 1099 records and ensure timely annual distribution.
• File sales tax returns accurately and on time.
• Maintain confidentiality and drive continuous improvement.

Insurance

 Handle high-volume inbound sales calls from individuals seeking ACA Marketplace insurance.
 Utilize knowledge as a licensed insurance agent to explain coverage options and complete enrollments.
 Meet or exceed individual sales goals while maintaining compliance with ACA regulations.
 Navigate multiple systems efficiently to research plans, input customer data, and track progress.
 Actively listen and respond with empathy, building trust with diverse callers.
 Stay current on plans, policy updates, and eligibility guidelines through ongoing training.

Senior Accountant

Sales Account Manager, English Speaker

Sales Account Manager, English Speaker

Senior Financial Accountant, English Speaker

Bookkeeper

Senior Financial Accountant, English Speaker

Life and Health Insurance Specialist