by Irma Moore | Apr 29, 2024 | Uncategorized
Responsibilities:
- Conduct in-depth financial analysis, including variance analysis, trend analysis, and forecasting
- Partner with department leaders to ensure accuracy of spend, headcount, and other key metrics based on operational performance
- Monitor and analyze key performance indicators (KPIs) to assess business performance and identify areas for improvement
- Develop financial models and scenarios to support strategic planning and decision-making
- Support the budgeting, reporting, and forecasting process
- Support the preparation of presentations for senior management and stakeholders
- Manage expense accruals and related month-end tasks for the assigned budgets
What You Bring To The Team:
- 3+ years of relevant work experience in a financial/analytical role
- Advanced experience with SaaS metrics and modeling
- Strong analytical skills with the ability to translate complex data into actionable insight.
- Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders
- Proficiency in financial software and tools (Excel, NetSuite, Vareto, Sigma)
- Ability to work independently and collaboratively in a fast-paced, high-growth environment
by Irma Moore | Apr 29, 2024 | Uncategorized
- Assist in developing a catalog of all EnergIIZE SharePoint site library documents.
- Support the Clean Fuels & Infrastructure team to enable the broader SharePoint strategy.
- Assist in the creation and development of a new SharePoint website.
- Execute CRM Data Entry from Excel sheets into Salesforce.
- Manage task assignments and individual workload for day-to-day operations.
- Assist in the design, implementation, and review of SharePoint solutions.
- Support the Clean Fuels & Infrastructure team to enable the broader SharePoint strategy.
- Additional responsibilities as assigned.
What you’ll bring:
- Bachelor’s Degree in any field.
- At least 1 year of experience in data entry or a related field.
- Experience with Microsoft SharePoint Online.
by Irma Moore | Apr 29, 2024 | Uncategorized
Responsibilities:
Responsible for recording financial transactions in the accounting systems for multiple client companies.
Posts customer payments and maintains an up-to-date Accounts receivable aging report, as necessary.
Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system.
Reconciles bank records to the general ledger accounts.
Processes online payroll and records transactions in proper ledger accounts.
Files sales and property tax as needed.
Perform other accounting tasks as needed by individual clients.
Diligently and accurately record time spent on multiple client engagements for budgeting and billing purposes.
Requires:
Degree in Accounting, Finance, or related field
3+ years of accounting and/or bookkeeping experience
Working knowledge of accrual basis accounting and payroll requirements
Experience with QuickBooks Online and other cloud-based accounting automation tools.
Proficiency with Microsoft365 suite of products
Excellent communication and time management skills
Ability to multi-task and prioritize work
by Irma Moore | Apr 29, 2024 | Uncategorized
KEY RESPONSIBILITIES:
Database
● Administer Salesforce donor database, with assistance of Salesforce consultants as
needed, including: updates to the system, ongoing customization and cleaning,
maintaining security, documenting business processes, resolving integration issues, and
ensuring data integrity.
● Create and customize reporting tools and campaigns in Salesforce and associated
applications (Classy, Apsona, Campaign Monitor) to be used as fundraising
management tools to optimize fundraising strategy.
● Oversee, coordinate and update campaigns in Salesforce
REQUIRED EXPERIENCE, SKILLS, AND VALUES
● Experience working with QuickBooks Online and Salesforce NPSP
● Passion for working with numbers and processes
● Strong organizational and time management skills
● Great attention to detail
● Excellent communication and critical thinking skills
● An orientation toward creative problem-solving
● Ability to take initiative and work both independently and as part of a team
● Flexibility and the ability to multitask and prioritize a variety of requests and
inquiries
● Proficiency with Google Suite as well as Microsoft Office suite on Mac and PC
platforms, intermediate to advanced Excel skills (ability to create and manipulate
complex data tables and charts)
by Irma Moore | Apr 29, 2024 | Uncategorized
- Focus on driving lower AR balances from Business to Business strategic enterprise-level clients.
- Prioritize and manage a portfolio of high-value accounts to ensure timely payment and resolution.
- Meet team objectives, key results, OKRs and Metrics
- Manage all escalations in a timely manner while supplying immediate resolution
- Provide process improvement solutions pertaining to collecting on enterprise level accounts
- Conduct regular financial health assessments for assigned strategic accounts.
- Collaborate with Sales Pros to gain insights into client expectations and challenges.
- Implement customized collection strategies based on the unique characteristics of each strategic account.
Who you are
- Bachelor’s degree in Finance, Accounting, Business, or a related field is preferred.
- 3+ years of experience in enterprise-level collections, preferably within a high-growth and dynamic industry.
- Solid understanding of accounting principles and past-due accounts receivable.
- Proven ability to work independently, take initiative, and solve problems creatively.
- Excellent communication and negotiation skills with the capability to interact effectively with both internal and external stakeholders.
- Strong organizational skills and attention to detail, ensuring accuracy in all collection activities.
- Proficient in using collection software i.e High Radius & Zuora, and Microsoft Office Suite.
Recent Comments