
Senior Financial Coordinator
1 day ago
Job Overview
">- This role involves managing financial processes, including accounts payable and receivable, with minimal direct payment processing responsibilities.
- The ideal candidate will have experience with cloud-based accounting software, such as QuickBooks Online, and Bill.com, with a strong understanding of basic accounting principles and bookkeeping practices.
Responsibilities
">- Process and categorize approximately 500 monthly transactions to specific jobs, ensuring accuracy and efficiency.
- Manage accounts payable through Bill.com, maintaining a zero inbox status and ensuring timely payments.
- Create and maintain jobs in QuickBooks Online, synchronizing data with Bill.com for seamless financial management.
- Handle accounts receivable, including manual invoice entry from custom project management software, and track credit card transactions and handwritten checks.
- Collaborate with team members via Slack for transaction categorization and maintain accuracy between multiple financial systems.
- Process purchase orders and customer invoices, ensuring all customer invoices are properly logged and assigned to correct jobs.
- Mark paid bills appropriately in Bill.com for credit card and check payments, and maintain a cash flow forecast google sheet.
- Provide a weekly report and build job profitability reports upon job completions, catching up on a few months of transactions initially.
Requirements
">- QuickBooks Online certification is required; experience with Bill.com is preferred.
- Strong English communication skills, detail-oriented with high accuracy in data entry, and ability to work independently following established processes.
- Experience with cloud-based accounting software, knowledge of basic accounting principles and bookkeeping practices, proficiency in financial reconciliation, and ability to collaborate effectively in a remote environment.
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