Serve as point of contact for customers, coordinating with the General Manager and Sales team to best meet the needs of each customer.
Back up on answering the phone for customer relations.
Ensuring that customers are treated with an excellent experience for inquires, questions, order status, service requests and helping the office team as needed.
Calculate weekly sales commission and bonuses and submit to corporate payroll.
Process weekly sub-contractor billings and send to HQ for check runs.
Prepare year-end 1099s and mail to sub-contractor before deadlines.
Provide match of packing slip to invoice, get proper approvals and enter invoices into accounting software.
Prepare weekly AP check run request and send to HQ Accounting team for payment processing.
Validate customer contracts are fully completed in both CRM and Accounting system.
Create customer invoices and process customer payments.
Reconcile CRM and Accounting systems AR each week and ensure at month end both systems tie out.
Take month end cycle count and make proper inventory adjustments based on actuals, reconcile CRM jobs to Accounting software inventory ensuring all month end inventory is balanced and fully reconciled.
Weekly reconciliation of bank account and resolve any open balances within reasonable timeline.
Make journal entries to account for bank fees, finances fees, Marketing accruals, AP accruals and bonus accruals.
Work with HQ Accounting team on questions related to monthly reconciliations performed by HQ Accounting team.
Prepare snapshot to send to leadership each month end as well as preparing all CRM reports that need to be provided with financial package.
Participate in month end close ensuring all deadlines are met.
Ensure all compliances and internal controls are always being followed.
Train employees on how to use company systems including UltiPro, CRM system and various other systems as needed.
Support General Manager by coordinating meetings and communications.
Sort and distribute mail daily.
Coordinate with IT on needs for computers and other office equipment.
Coordinate special events for office including lunches, training events, holiday party planning, etc.
Requirements
2-4 years of basic accounting skills in AP, AR, Inventory and general accounting (journal entries, system reconciliations)
Strong Microsoft Excel including formulas and pivot tables
Customer Resource Management system is preferred
Experience with Sage or comparable ERP is required
Excellent interpersonal skills
Team building skills
Analytical and problem-solving skills
Possess strict confidentiality skills
Excellent & effective communication skills
Attention to detail and high level of accuracy
Possesses the ability to self-manage and adapt to change
Benefits
Three comprehensive Medical plan options
Prescription
Dental
Vision
Company Paid Life Insurance
Voluntary Life Insurance
Supplemental Hospital Indemnity, Critical Illness, and Accident Insurance
Company-paid Short-Term Disability
Company-paid Long-Term Disability
Paid time off (PTO), including Vacation, Personal, and paid Holidays
401k retirement plan with company match
Employee Assistance Program
Teladoc
Legal Insurance
Identity Theft Protection
Pet Insurance
Team Member Discount Program
Tuition Reimbursement
Yearly Wellness Clinic
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.