Thexpnet

General

• Build and maintain strong relationships with existing clients.
• Identify and pursue new business opportunities.
• Prepare proposals, presentations, and account documentation.
• Coordinate with internal departments to ensure successful project execution.
• Monitor client satisfaction and provide timely resolutions.
• Maintain accurate CRM records and activity reports.
• Develop strategic account plans to support long-term growth.
• Participate in company meetings, training sessions, and professional development programs.
• Collaborate with management to achieve departmental and organizational goals.
• Maintain the highest standards of professionalism and confidentiality.

Closing Specialist

Controller

• Lead core accounting activities, including general ledger, revenue accounting, cost tracking, and monthly close
• Maintain and enforce accounting policies in accordance with U.S. GAAP
• Own the monthly and quarterly close process, including timelines, deliverables, and reviews
• Ensure balance sheet integrity through reconciliations and account analysis
• Deliver accurate and timely financial statements and management reporting
• Oversee revenue recognition in accordance with ASC 606
• Ensure accurate accounting for event costs, vendor expenses, staffing costs, and client billing
• Oversee cash management, liquidity planning, and banking relationships
• Maintain strong internal controls over financial reporting
• Manage and develop the accounting team with clear goals and expectations

Accounts Payable

• Accurately post daily cash receipts from multiple sources and ensure correct application to customer accounts.
• Serve as liaison to regional accounting departments nationwide to address account inquiries, share documentation, and ensure consistency.
• Research unapplied payments, billing disputes, account irregularities, customer setup, and take corrective action.
• Assist with preparation, documentation, and support for internal and external audits.
• Monitor aging reports, contact customers via phone and email regarding open balances, negotiate arrangements, and document collection activities.
• Collaborate with regional offices through regular meetings to coordinate collection strategies.
• Escalate severely delinquent accounts to management or third-party collections as needed.
• Assist with month-end closing responsibilities and comply with deadlines.
• Assist with the onboarding of new acquisitions by supporting the integration of accounts receivable processes, systems, and documentation.
• Follow financial policies and internal controls while identifying opportunities for process efficiency.
• Assist with team training.
• Provide general administrative support, including regular pickup and delivery of mail, answering and directing incoming calls, maintaining office cleanliness, and assisting with various reception and front desk responsibilities.
• Perform regular and predictable work during scheduled and/or agreed-upon times.

Accounts Payable/Receivable Specialist

Financial Planning and Analysis

• Lead the monthly financial reporting process by coordinating with department leaders to gather, consolidate, and analyze financial data.
• Prepare management reports and dashboards to support executive decision-making.
• Support the development of annual budgets, rolling forecasts, and long-term financial plans.
• Monitor spending and provide recommendations to improve financial performance.
• Conduct variance analyses comparing actual results against budgets and forecasts.
• Identify key business drivers, trends, risks, and opportunities.
• Evaluate proposed business initiatives, operational changes, and growth opportunities to assess financial impact.
• Develop financial models and business cases to support strategic planning.
• Analyze key performance indicators (KPIs) and operational metrics.
• Provide actionable insights to support business objectives and profitability.
• Create clear, concise, and impactful presentations for leadership.
• Communicate financial findings and recommendations to stakeholders.
• Identify opportunities to improve financial reporting processes, automation, and operational efficiencies.
• Support system enhancements and data integrity initiatives.
• Perform special analyses and projects as assigned to support company growth and operational excellence.

Closing Specialist

Controller

Accounts Payable/Receivable Specialist

Financial Analyst / Investment Operations Analyst