
Financial Management Associate
2 weeks ago
You will oversee accounts receivable, invoicing, and client reporting. Responsibilities include monthly invoicing, managing aged receivables, accounting entries, reconciling accounts, distributing customer invoices, and ensuring timely cash collection.
About the PositionThis role seeks impact-driven individuals passionate about helping our company grow and achieve our purpose.
Key Responsibilities- Support in sending invoices and communicate with clients to request and arrange payments
- Manage collection efforts and related functions
- Send statements for outstanding balances
- Record and track payments in databases and accounting software
- Perform account reconciliations accurately and timely
- Interact with customers to resolve issues
- Reconcile A/R to the G/L
- Prepare weekly accounts receivable aging reports
The ideal candidate is an analytical thinker with attention to detail, proactive and self-motivated, able to handle multiple tasks and meet deadlines, discreet and trustworthy, adaptable and quick to learn.
Required Skills and QualificationsAt least an associate's degree in Accounting or related field, good interpersonal and communication skills, proficiency in Excel, strong attention to detail and accuracy, knowledge of GAAP and basic accounting principles, good project management and organizational skills, intermediate to advanced skills in financial management software such as Xero or QuickBooks.
What We're Looking For- Curious and authentic
- Passionate about client satisfaction
- Highly self-motivated
- Adaptable and quick to learn
We seek a team member who embodies our core values: Curious, Dynamic, and Authentic.
Why This Role MattersThis position plays a critical role in supporting the success of our organization.
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