OnlyExperts

Accountant

• Perform and manage the Company’s accounts payable tasks working within the Coupa procure-to-pay process.
• Verify/establish vendor accounts
• Work directly with vendors to ensure new vendors are properly set up to facilitate timely and accurate payments
• Ensure vendor W-9’s are on file, as needed
• Maintain vendor relationships and resolve questions in a timely manner
• Assist with the timely processing of annual 1099 statements
• Work directly with Lilac engineers/purchasers/accounting staff to ensure proper assignment of project codes and general ledger coding
• Maintain and update the Accounts Payable Policy and narrative to ensure that the A/P processing is in compliance with established internal controls
• As needed, work with accounting management to prepare monthly account reconciliations of various G/L accounts.
• Assist with monthly variance expense analysis.
• Interact cross-functionally with department managers to understand spending activities

Accounts Payable Specialist/Staff Accountant

• Bookkeeping: Oversee daily bookkeeping tasks for 10 selected entities, ensuring accurate and organized financial records.
• General Ledger Management: Perform accurate journal entries and adjustments to maintain the integrity of the general ledger.
• Month-End Close: Lead the month-end closing process for each entity, including reconciliations, accruals, and preparation of financial statements.
• Financial Reporting: Generate monthly financial reports, including balance sheets, income statements, and cash flow reports, providing summaries and insights as needed.
• Transaction Analysis: Review and verify financial transactions, maintaining precision in classification and documentation.
• Compliance and Standards: Ensure all financial processes adhere to U.S. GAAP and internal policies.
• Data Management: Maintain an organized and accessible record system for transactions, audit trails, and documentation.
• Collaboration: Work with the finance team, providing support and insights on financial matters.

Senior General Accountant

Accounts Payable

• Manage the full AP cycle, including invoice coding, entry, approval routing, and payment processing.
• Ensure invoices are properly approved and processed for timely payment.
• Manage vendor relationships, resolve inquiries, and handle any discrepancies in a professional manner.
• Perform monthly reconciliations of AP accounts and maintain accurate records.
• Review and reconcile corporate card expenses, ensuring compliance with company policies.
• Work with cardholders to resolve issues and ensure timely submission of supporting documentation.
• Monitor and report on corporate card usage and spending trends to improve expense visibility and control.
• Oversee employee expense submissions and reimbursement processing in accordance with the company’s policies.
• Review expense reports for accuracy and completeness, flagging any inconsistencies.
• Educate employees on proper expense reporting procedures to foster a culture of compliance and transparency.
• Develop and document AP and expense policies, procedures, and best practices.
• Identify opportunities for process improvements and automation to streamline workflows and enhance controls.
• Ensure compliance with accounting standards, internal policies, and regulatory requirements.
• Prepare monthly AP aging reports, corporate card summaries, and expense reimbursement reports for management review.
• Track key metrics, such as average payment cycle times and policy compliance rates, to ensure efficient AP and expense operations.

Accounts Payable Specialist

Administrative Assistant

• **Key Responsibilities:**
• - **Supplier Packing Slip Management:**
• - Review supplier packing slips for accuracy upon receipt.
• - Conduct Item Receipts in NetSuite based on received packing slips.
• - Export and categorize Nevados packing slips from NetSuite into appropriate folders on SharePoint.
• - Perform daily reviews of the Nevados shared email inbox for incoming packing slips.
• - Categorize received packing slips by project names for organized record-keeping.
• - Validate Purchase Orders in NetSuite and perform Item Receipt or Inbound Shipment transactions as required.
• - Enter tracking numbers, additional cost details, and ship/delivery dates into the Item Receipt in NetSuite.
• - Export NetSuite-generated Packing Slips and save them into the Nevados SharePoint for subsequent review.
• - **Order and Purchase Order Management:**
• - Receive and review Open Order Reports (OORs) from the Nevados Supply Chain Team.
• - Analyze and update Purchase Orders to ensure continuous accuracy based on the OOR data.
• - Manage routine updates (weekly/bi-weekly) from the Nevados Supply Chain Team regarding OORs.
• - Review OORs for any updates on production, shipping, or delivery dates by Purchase Order number.
• - Update Purchase Order ship and delivery dates in NetSuite as needed.
• - Document any date changes in the Purchase Order Memo section for tracking purposes.

Netsuite Specialist, Supply Chain Administrative Assistant

Ecommerce

• **FP&A Specialist**
• Our client in Canada is looking for a Financial Planning and Analysis Specialist to help build and improve our budgeting, reporting and analytical processes. We have a world class payment processing solution, and we are building a financial reporting platform to match.
• ****Who are you?****You believe timely, accurate financial analysis is critical for operational efficiency and accurate decision making. You thrive in a fast paced, autonomous work environment, and are comfortable with the changing priorities of a rapidly scaling business. You enjoy exploring accounting data, building reports, models and dashboards, and gleaning insights from the results. You have an insatiable intellectual curiosity, particularly regarding business and finance. You understand the financial drivers behind operational success and aren’t afraid to make recommendations to improve results.
• ****What will you do?****Reporting to the Vice President, Finance, you would be responsible for building, updating and improving the divisional and corporate budgets and quarterly rolling forecasts, along with regular and ad-hoc reports, analysis and recommendations for finance, accounting and management. You will also support the finance team’s modeling and analysis of products, acquisitions, and financings. You will work with our in-house data team to integrate operational and financial data to improve forecasting accuracy, risk-adjust project ROI, and enhance unit economics. You will build relationships with the leaders of other business units and be involved in budgeting across the organization.You will be go-to resource for internal and external financial reports, dashboards and visualizations.

Financial Planning and Analysis Specialist, Ecommerce Payment Platform

Financial Planning and Analysis

• Vena Report Development & Administration
• Administer and maintain Vena, ensuring data accuracy and timely updates of financial reports.
• Develop and enhance Vena reports to meet the evolving needs of the business.
• Troubleshoot and resolve any technical issues related to Vena system usage.
• Power BI Dashboarding
• Design, create, and manage Power BI dashboards that provide key insights to internal stakeholders.
• Continuously improve dashboard functionalities to enhance reporting efficiency.
• Excel Report Consolidation & Automation
• Build and maintain complex Excel models for financial consolidation, ensuring the accuracy of data.
• Automate recurring reports using advanced Excel techniques (macros, pivot tables, formulas) to streamline processes.
• PowerPoint Slide Updates
• Update and refine PowerPoint presentations used for board meetings, executive reviews, and internal reporting.
• Collaborate with the FP&A team to create visually compelling slides that effectively communicate financial insights.

FP&A Specialist

• Manage day-to-day accounting activities for multiple entities, including general ledger entries, reconciliations, and month-end close processes.
• Handle multi-currency transactions and ensure proper accounting for foreign exchange differences.
• Maintain compliance with local accounting standards and tax regulations for each entity.
• Oversee payroll processing for employees in various countries, ensuring timely and accurate payments.
• Ensure compliance with international payroll laws and regulations, including deductions, benefits, and reporting requirements.
• Prepare and issue invoices to clients, ensuring accuracy and timeliness.
• Monitor accounts receivable, follow up on overdue payments, and resolve client billing inquiries.
• Prepare financial statements and management reports, including income statements, balance sheets, and cash flow statements, on a monthly and quarterly basis.
• Analyze financial performance and provide insights to management to inform strategic decisions.
• Maintain accurate records in QuickBooks across all entities, ensuring data integrity and consistency.
• Collaborate with external auditors and tax advisors to ensure compliance with local and international regulations.
• Identify opportunities to improve accounting processes and workflows, leveraging technology to enhance efficiency.

Spanish-speaking Accountant

• Tax Preparation & Filing: Accurately prepare and file federal, state, and local tax returns for individuals and businesses using ProConnect Tax, ensuring compliance with applicable laws.
• Sales Tax Filings: Manage and file U.S. sales tax returns across various jurisdictions, ensuring timely and accurate submissions.
• QuickBooks Online Management: Maintain clients’ financial records in QBO Accountant, including reconciliations, transaction categorization, and troubleshooting discrepancies.
• Bookkeeping: Perform routine bookkeeping tasks such as accounts payable/receivable management, reconciliations, and preparation of financial reports.
• Client Interaction: Respond to client inquiries related to tax filings and bookkeeping with professionalism and clarity.
• Compliance & Research: Stay informed about changes in tax laws and sales tax regulations, applying this knowledge to ensure accurate filings.

US Tax Specialist – Tax Accountant

Paralegal

• Conduct in-depth legal research on U.S. federal and state laws, regulations, and policies related to renewable energy and solar industries.
• Monitor legislative and regulatory changes impacting the company's operations.
• Review and analyze contracts, agreements, and other legal documents to identify potential risks, compliance issues, and areas for improvement.
• Provide summaries and recommendations to stakeholders regarding contract terms.
• Draft and prepare a variety of legal documents, including contracts, amendments, memoranda, and reports.
• Ensure accuracy, consistency, and compliance with relevant laws and regulations.
• Maintain and organize the company’s legal files and records.
• Assist the legal team with preparing presentations, reports, and documentation for internal or external use.

Paralegal – Solar Company

• Maintain accurate records of all financial transactions, ensuring compliance with UAE accounting and regulatory standards.
• Prepare monthly, quarterly, and annual financial statements and reports, analyzing financial data to support company goals and performance metrics.
• Reconcile bank statements and client accounts, maintaining accurate records for all mortgage-related financial transactions.
• Manage accounts payable and receivable, processing invoices, payments, and reconciliations.
• Support tax and regulatory filings, ensuring compliance with UAE financial laws and international financial reporting standards.
• Communicate regularly with Spanish-speaking clients and stakeholders, providing accounting support and ensuring clarity on all financial matters.
• Assist in budgeting, forecasting, and financial analysis to support strategic decision-making.
• Work closely with the finance and compliance teams to ensure the integrity of financial data and reporting processes.

Spanish-Speaking General Accountant

Customer Support

• Provide exceptional first-line support to customers, prioritizing clear, concise, and empathetic communication.
• Ensure that all customer requirements and issues are accurately captured and documented, with a strong focus on thoroughness and attention to detail.
• Manage and troubleshoot Microsoft 365 configurations, permissions, and security settings, ensuring high reliability and performance.
• Collaborate with customers and internal teams to resolve any issues with Microsoft 365 services, focusing on customer satisfaction and timely response.
• Actively listen to and understand customer needs, ensuring that they feel supported and valued. Seek continuous feedback to improve service quality.

Certified Microsoft 365 Administrator, Customer Care Expertise

Bookkeeper

• Perform weekly or monthly reconciliations for all accounts, including bank accounts, credit cards, Stripe, and GoCardless accounts.
• Provide clients with reconciliation reports, detailing uncleared receipts, payments, and any unidentified transactions or errors.
• Suggest actions for any old reconciling items and address discrepancies promptly.
• Ensure that invoices for all businesses are issued in a timely manner, hitting the billing deadlines consistently.
• Review all invoices to ensure they are correctly attached to the appropriate projects and that no discrepancies exist.
• Confirm that all accounts payable invoices have been properly approved before processing.
• Accurately record all daily financial transactions, including sales, invoices, receipts, and payments, into the accounting system.
• Prepare and deliver key financial statements, including income and payment statements, and profit and loss accounts, ensuring accuracy in all reporting.
• Run the Aged Debtors report after all banks have been fully reconciled to ensure visibility on outstanding client payments.
• Ensure that all accounts payable (AP) invoices are processed and approved in a timely manner, keeping track of vendor payments.
• Maintain accounts receivable records, ensuring client payments are recorded accurately and on time.
• Fill out relevant tax forms and liaise with accountants to ensure compliance with UK tax regulations.
• Update the accountant with any potential bad debt provisions as soon as they are identified.
• Complete month-end closing procedures by reconciling all accounts and ensuring that financial records are up to date.
• Maintain timely and professional communications with clients on financial matters, including clarifications on reconciliations, invoices, or other financial queries.
• Use accounting systems such as Xero, Dext, and ApprovalMax for processing transactions, managing invoices, and ensuring financial data is up to date.
• Handle all commercially sensitive and valuable financial information with the highest level of confidentiality and security.

Procurement

• Customer Outreach: Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on our platform. Gather Voice of Customer insights for future product updates.
• Account Management & Support: Independently manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.
• Onboarding Support: Support onboarding for new clients, which includes account setup, delivering introductory training, and addressing initial troubleshooting inquiries. Over time, handle end-user onboarding independently, allowing CSMs to focus on executive stakeholders.
• Account Support Assistance: Collaborate with CSMs to support day-to-day account activities such as user outreach, growing share of wallet, capturing client feedback for platform improvements, and addressing client needs by directing them to the appropriate support channel (e.g., Member Services, training resources, CSM escalation).
• Customer Engagement Tracking: Monitor platform usage to identify any issues or improvement opportunities, working closely with CSMs to address these and promote client engagement.
• Presentation Preparation: Assist in creating quarterly business review (QBR) presentations for CSMs by developing Google Slide/PowerPoint decks, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
• Client Support: Serve as an initial point of contact for client inquiries, escalating complex issues to CSMs or other teams as necessary to ensure timely and effective resolution.
• Sales Assistance: Identify potential sales leads through client interactions, supporting sales initiatives by identifying affiliate outreach and other strategies.

Customer Success Specialist

• Prepare, review, and file indirect tax returns, including US Sales Tax, VAT, and GST for multiple jurisdictions.
• Ensure timely and accurate tax filings to avoid penalties and interest.
• Monitor and analyze tax law changes and assess their impact on the organization.
• Provide strategic tax planning advice to optimize the company’s indirect tax position.
• Work closely with cross-functional teams to provide tax guidance on business transactions and contracts.
• Develop and implement tax-efficient structures for international operations.
• Manage and coordinate indirect tax audits and inquiries from tax authorities.
• Maintain proper documentation and records to support tax positions and compliance.
• Identify and mitigate tax risks through proactive measures and strategies.
• Evaluate and improve existing tax processes and systems to enhance efficiency and accuracy.
• Implement best practices for indirect tax management and compliance.
• Train and mentor junior staff on indirect tax matters.
• Liaise with external advisors and consultants on complex tax issues.
• Collaborate with the finance team to ensure accurate financial reporting and alignment with tax requirements.
• Communicate effectively with internal stakeholders to provide updates on tax matters and compliance status.

Accountant – Global Indirect Tax Expert

Controller

• - Oversee all aspects of the company’s accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting.
• - Ensure the accuracy and timeliness of financial statements and reports, adhering to accounting standards and company policies.
• - Lead the month-end, quarter-end, and year-end closing processes, ensuring comprehensive and accurate financial reporting.
• - Develop, implement, and maintain robust accounting policies, procedures, and internal controls to enhance efficiency and safeguard company assets.
• - Oversee tax planning and compliance, ensuring accurate and timely filing of all tax returns.
• - Coordinate and manage internal and external audits, ensuring compliance with regulatory requirements and standards.
• - Provide leadership, mentorship, and development opportunities to the accounting team, fostering a collaborative and high-performance culture.
• - Collaborate with other departments to support business operations, strategic planning, and decision-making.
• - Drive continuous improvement initiatives to streamline accounting processes and improve overall financial performance.
• - Prepare and present financial analysis, reports, and strategic recommendations to senior management and the board of directors.