Finance Administrator

Must have Quickbooks Online Experience.

Accounting:

• Master Accounting Functions: Oversee Accounts Receivable, Accounts Payable, and Collections.
• QuickBooks Management: Ensure accurate and up-to-date recording of all financial transactions in QuickBooks Online. Regularly review and reconcile account balances to ensure precision and integrity. Help organize and maintain the chart of accounts ensuring accurate and organized details by account and product category.
• Filing and Organization: Systematically organize and maintain financial documents, ensuring that all records are easily accessible and properly categorized. Implement and uphold best practices for document storage and retrieval to support efficient record-keeping and compliance.
• Sales Tax Support: Collaborate with our sales tax contractor to oversee proper collection and reporting. Gather necessary documentation and facilitate accurate and timely submissions during reporting periods.
• Document Preparation and Distribution: Take charge of generating and dispatching invoices to customers. Additionally, manage and track related documents to ensure timely payments and maintain thorough records for all transactions.
• Budget Development and Oversight: Design, implement, and monitor comprehensive budgets as required. Work closely with various departments to gather input, adjust financial plans as needed, and ensure adherence to budgetary constraints.
• Financial Reporting and Reconciliation: Perform detailed monthly banking reconciliations and assist in year-end tax preparation. Provide accurate financial data and insights to support strategic decision-making.
• Process Improvement: Develop and document clear and efficient bookkeeping procedures. Train and guide office staff on these processes to enhance overall bookkeeping accuracy and efficiency.
• General Office Support: Assist with a variety of office tasks, including but not limited to ordering supplies, managing package and mail pickups, bank runs, and handling phone inquiries. Ensure smooth day-to-day operations within the office environment.
• Sales Metrics: Provide timely updates to support sales operations and performance analysis.
• CRM Management: Maintain and update customer information in the CRM system. Ensure data accuracy, track customer interactions, and generate reports to support sales strategies and customer relationship management.
• Monthly Sales Reporting: Compile and analyze sales data to produce comprehensive monthly sales reports.
• Monitor sales performance by account, identify spending trends, and provide insights to help drive sales strategy and business growth.

Minimum Requirements/Qualifications:

• Possess a strong knowledge and ability to communicate with maturity, a sense of
• urgency, and self-direction
• Strong organizational, problem solving and administrative skills
• Tech savvy and proficient in MS Word, Excel, PowerPoint, Outlook, Teams, and CRM
• Software (SmartSheets Nutshell)
• Exceptional oral and written communication skills
• Excellent individual and group presentation skills
• Ability to multi-task and work with minimal support 
• Analytical and critical thinker 
• A valid driver’s license, insurance, and clean driving record are required

What We Offer:

• Full-Time Position: Monday to Friday in office.
• Benefits: Paid time off, annual sick time, and holiday pay.
• Healthcare: Medical, Dental, and Vision

Required:

• Background Check
• Pre-employment Drug Screen