
Senior Financial Specialist
2 weeks ago
We are seeking a detail-oriented and experienced professional to oversee billing processes, manage accounts receivable, and ensure accurate bookkeeping practices.
The ideal candidate will have a strong background in accounting, exceptional organizational skills, and the ability to work effectively in a fast-paced environment.
Job Responsibilities:- Weekly Invoicing - ConnectWise
- Manual upload on Ops Merchant for WHCH
- Monthly Invoicing - ConnectWise
- Review AR and send report on how to address
- Manual Reminders
- Issuing Interest Charges
- Credit Memo Issuance - ConnectWise
- Processing Manually on Wisepay
- Addressing Client Concerns
- Invoice Clean-up/Syncing Errors
- AP Processing
- Process ADP Payroll
- Payroll Approval Report
- Payroll & Contractor Allocation
- Submit 401k Report
- Sales Tax Recording & Submission
- Match Customer Deposits
- Categorize Bank Feed
- Bank Reconciliation
- Schedules
- Product Margin Review
- P&L Review
- Balance Sheet Review
- P&L Description
- ME - Associate Review
- ME - Manager Review
- Generate Financials
- Monthly Financial Meeting
- SLI Submission
- Enter new customers in QBO and Wisepay
- Send welcome Wisepay email to new clients, assist with auto pay
- Monitor ConnectWise Accounting and Billing boards and address clients' issues
- Other administrative tasks including procurement
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