FINANCE ASSISTANT
The Finance Assistant should have three years professional work experience in finance, accounting, operations, and QuickBooks online. This position works under the leadership of Finance and Operations, and interfaces regularly with both internal and external stakeholders. Primary responsibilities include participation in the monthly invoicing process, creation of reports including analysis and dissemination of financial information for use by management, reconciliation of diverse accounts to ensure data integrity of systems, maintenance of financial and budget records for accuracy, and support of internal business operations.
REQUIREMENTS
EDUCATION
TECHNICAL SKILLS
POSITION
TRAVEL
GENERAL
PHYSICAL
DUTIES
This position will likely perform duties associated with the functions listed below. The specific duties listed below are examples; this list is not meant to be all-inclusive.
General
Maintain weekly time tracking in Harvest system and timesheet
Collect and distribute mail, and send outgoing items via USPS, FedEx, UPS carriers
Answer telephone calls and reroute to staff as appropriate
Coordinate, schedule and prepare materials for meetings
Maintain filing system and archiving with consideration to functionality and legal requirements
Exhibit professional demeanor and appearance during business interactions with various levels of staff, clients, and vendors
Finance/Accounting
Perform routine calculations to produce analyses and reports as needed
Maintain weekly, monthly and quarterly financial reports for budget tracking
Research and disseminate information to assist with managerial budget reports
Review and enter vendor invoices into accounting software per GAAP
Participate in inventories and audits of company furniture and equipment
Perform biweekly payroll processing; manual wage calculations and management reports
Project Tracking & Invoicing
Assist with new project set-up in internal systems and report discrepancies
Maintain Project-related insurance and contract folders
Audit employee time/expense entries for completeness and accuracy
Process and analyze reports pertaining to client budgets and profitability
Participate in preparation and submission of invoicing and backup documentation
Assist with tracking of accounts receivable and collections efforts
Operations
Audit office supplies and monitor stock levels for reordering
Assist in analysis of new equipment and software to improve internal user experience
Facilities maintenance, including cleaning, trash, and other special projects
Develop and update administrative systems to make them more efficient
Suggest changes or improvements to increase accuracy, efficiency, and cost reductions
Creation of SOPs and other training materials for use by internal staff
Continuing Education
Self-study to improve understanding of Criterion’s business model, services, and stakeholders
Improve proficiency in frequently used software (Excel, QuickBooks, Smartsheet/ Harvest)
Cross-training with Operations team members to provide coverage for vacations/absences
Conduct individual research, attend conferences and seminars to stay abreast of current and future products and technology
Improve professional and legal knowledge by attending educational workshops; establishing personal networks and participating in professional societies
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