Financial Assistant
Summary
Manage accounts receivable, create invoices, track payments, and assist with financial reporting using spreadsheets and QuickBooks.
Role: Sentry Financial Assistant with Emphasis on Accounts Receivable and Financial Reporting
Primary Objective: Own the accounts receivable process from invoice creation to payment
Accountability Chart Roles
- Accounts Receivable
- Bi-weekly & monthly reporting assistant
Our core values are Hard-Working, Optimism, Ride for the Brand, Integrity, and Passion. If you display these characteristics, we want you on our team!
Primary Duties
- Create and format invoices per requests from project managers
- Develop processes and spreadsheets to streamline invoicing
- Set up invoice templates for new jobs, including researching job-specific tax requirements and customer invoicing requirements
- Assist with new customer setup
- Generate customer statements
- Process payments
- Follow up on past due invoices
- Monitor pending invoices and update as needed
- Complete journal entries to allocate revenue across multiple internal departments
- Assist Controller with monthly financials & bi-weekly reports
- Front desk backup
- Crosstrain to accounts payable tasks as needed
- Flex Project Coordinator
- Other duties as assigned
What does Winning look like?
- Invoices are created, approved, and sent out within 3 days.
- Past due invoices are below the accepted threshold.
- Run all weekly & bi-weekly reports in a backup capacity.
- Payments are posted the same day we receive them.
Requirements
- Strong critical thinking and problem-solving skills
- Attention to detail
- Microsoft Office experience - especially Excel
- General computer literacy
- Comprehensive knowledge of Accounts Receivable and related ledger entries
Preferred Skills
- Quickbooks Desktop
- SharePoint
- Balance Sheets and P&Ls
- Journal Entries
- Cost Accounting
- Excel Pivot Tables
- Knowledge of capitalizing assets, recording depreciation, and accrued interest is a plus but not required for this position.
FOLLOWUPS AND INTERVIEW REQUESTS WILL BE SENT VIA EMAIL, SO PLEASE WATCH YOUR SPAM FOLDER! We don't want to miss you!