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.
by Irma Moore | Apr 29, 2024 | Uncategorized
- Supporting logistics and coordinating both internal and external activities.
- Managing and inputting data into platforms like MailChimp and Every Action, including list swaps and weekly list segmentation.
- Monitoring program contracts, handling renewals and extensions, and serving as the primary contact for facilitating program contracts and event planning.
- Creating Run of Show documents for events lacking scripting and tracking attendee data and participation rates.
- Collecting and tracking data on participation and evaluations of key activities.
- Organizing and managing organizational drives and archives.
- Planning and executing administrative and logistical aspects of gatherings, webinars, and events for supporters and volunteers.
- Tracking invoice submissions to ensure accuracy with contracts.
- Providing support for meetings, events, and funder briefings as required.
- Ensuring compliance with program regulations.
- Collecting, analyzing data, and preparing reports as necessary.
- Conducting background research to inform campaigns and future event strategy.
- Drafting Memos for internal use based on research findings.
by Irma Moore | Apr 29, 2024 | Uncategorized
- Builds and maintains a high-performing team by managing, developing, coaching, and recognizing team members.
- Encourages knowledge sharing and continuous improvement within the team and across the organization.
- Engages with product managers to align on initiatives, features, and technical outcomes.
Vendor and Stakeholder Management:
- Collaborates on the management of external partners and vendor relationships.
- Collaborates across teams and departments to ensure integrated strategies and cohesive outcomes.
- Advocates and supports the team in making informed decisions on technology platforms and vendor selections.
Required Experience:
- Bachelor’s degree in MIS, Computer Science, or related field.
- Minimum 8 years in technology with progressive management experience, including leading teams in implementing RPA or similar automation technologies.
- Strong project management skills and experience with software development lifecycle (SDLC).
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