What are the responsibilities and job description for the Experienced Finance Assistant position at Vital Energy?
We are looking for a skilled Finance Assistant to assist with A/P & A/R. Be responsible for processing customer invoices and payments. Payment and undertaking the payment of all creditors in an accurate, efficient, and timely manner.
Responsibilities
- Receive and enter credit card receipts.
- Route all transactions to the proper manager for approval.
- If job related cost, confirm job and code to appropriate job.
- Follow up with staff and/or managers on any questions regarding credit card purchases.
- Follow up with the purchaser for any missing credit card receipts.
- Obtain an Expense Report from the purchaser for all transactions for which a receipt is not provided.
- Receive and enter Vendor invoices. Invoices come in via mail and email.
- Route all transactions to the proper manager for approval.
- Follow up with staff and/or managers on any questions regarding purchases.
- If job related cost, confirm job and code to appropriate job.
- Process any Employee Expense Reports for payment.
- Route to proper manager for approval, if not already approved when submitted.
- Process Bank Feed transactions in QuickBooks Online for all accounts except Payroll checking account.
- Reconcile Vendor Statements to QuickBooks Online monthly. Obtain and enter any missing invoices.
- Generate and review Unpaid Bills report and make recommendations to the Owner on bills to be paid each week.
- Pay approved bills via the method the Owner instructs.
- Enter payments into QuickBooks Online
- Set up new Vendors in QuickBooks Online as needed. Obtain W-9, Vendor Information Form, and Proof of Insurance from new Vendors prior to 1st payment being issued. Collect missing or outdated information as needed.
- Process Referral Bonus payments to Customers or Staff via Get The Referral (GTR) website or via check through QuickBooks Online.
- Coordinate with Fleet Manager on vehicle registration and repairs as needed.
- Update vehicle records in Fleetio and Google Drive. File records in physical file folders.
- Assist with 1099 preparation annually.
- Assist Finance Team with other tasks as needed.
Skills
- 2 Years QuickBooks Online experience required
- Strong attention to detail
- Proven working experience as accounts payable clerk
- Solid understanding of basic bookkeeping and accounting payable principles
- Proven ability to calculate, post and manage accounting figures and financial records
- Data entry skills along with a knack for numbers
- Hands-on experience with spreadsheets and proprietary software
- Proficiency in English and in MS Office
- Customer service orientation and negotiation skills
- High degree of accuracy and attention to detail
- BS degree in Finance, Accounting or Business Administration preferred
What We Offer…
- Competitive wage, dependent on experience. Benefits include Medical, Dental, PTO and sick leave (all after 90 days), mileage reimbursements, stipends, professional development assistance, employee discounts, and referral and bonus programs.
- Provide all technology and equipment as needed, including company laptop, cell phone, etc.
- Fully stocked kitchen with unlimited snacks, treats, and drinks.
- Great opportunity for growth and advancement. We believe in nurturing and promoting from within, whenever possible.
- Friendly, down to earth and collaborative work environment in our beautiful offices in central Sebastopol.
- Employee lounge, meditation room, and beautiful private outdoor lounge break area, BBQ and fire pit surrounded by oak studded open space and views.
- Full-Time Position (8am-5pm).
Salary : $26 - $30
