Regis HR Group

Financial Planning and Analysis

• Manage accounts receivable and accounts payable — processing invoices, expense reports, and payments accurately and on time
• Reconcile bank and investment accounts monthly; monitor and report client expenditures and expense allocations
• Prepare and analyze monthly and annual financial reports in accordance with GAAP
• Oversee the monthly close process, maintain the general ledger in QuickBooks Online, and manage fixed asset and depreciation schedules
• Support annual audits and tax filings with organized schedules, confirmation letters, and documentation
• Proactively identify financial trends, risks, and opportunities and translate them into plain-language insights for client boards and leadership
• Collaborate with Account Executives on client budget planning, forecasting, and long-term sustainability conversations
• Recommend process improvements that increase efficiency, accuracy, and client confidence in company's financial stewardship

Finance Specialist

Account Executive

• Prospecting and Lead Generation: Identify potential clients through research, referrals, and industry networking.
• Sales Presentations: Conduct presentations to potential clients to explain the benefits of BPO services.
• Needs Analysis: Work closely with clients to understand their business processes and identify areas that can be outsourced.
• Proposal Development: Prepare and present proposals that outline the scope of services, pricing, and expected outcomes.
• Relationship Building: Build and maintain strong client relationships to ensure ongoing business and repeat sales.
• Market Research: Stay updated on industry trends, competitive offerings, and market conditions.
• Sales Targets: Meet or exceed sales targets and quotas set by the company.
• Documentation and Reporting: Maintain accurate records of client interactions, sales activities, and pipeline progress.
• Collaborative Approach: Work closely with the BPO delivery and operations teams to ensure the successful execution of client projects.