Financial Assistant

Role:Sentry Financial Assistant with Emphasis on Accounts Receivable and Financial Reporting


Primary Objective:Own the accounts receivable process from invoice creation to payment


Accountability Chart Roles

• Accounts Receivable

• Bi-weekly & monthly reporting assistant

Our core values are Hard-Working, Optimism, Ride for the Brand, Integrity, and Passion. If you display these characteristics, we want you on our team!


Primary Duties

• Create and format invoices per requests from project managers

• Develop processes and spreadsheets to streamline invoicing

• Set up invoice templates for new jobs, including researching job-specific tax requirements and customer invoicing requirements

• Assist with new customer setup

• Generate customer statements

• Process payments

• Follow up on past due invoices

• Monitor pending invoices and update as needed

• Complete journal entries to allocate revenue across multiple internal departments

• Assist Controller with monthly financials & bi-weekly reports

• Front desk backup

• Crosstrain to accounts payable tasks as needed

• Flex Project Coordinator

• Other duties as assigned

What does Winning look like?

• Invoices are created, approved, and sent out within 3 days.

• Past due invoices are below the accepted threshold.

• Run all weekly & bi-weekly reports in a backup capacity.

• Payments are posted the same day we receive them.

Requirements

• Strong critical thinking and problem-solving skills

• Attention to detail

• Microsoft Office experience - especially Excel

• General computer literacy

• Comprehensive knowledge of Accounts Receivable and related ledger entries

Preferred Skills

• Quickbooks Desktop

• SharePoint

• Balance Sheets and P&Ls

• Journal Entries

• Cost Accounting

• Excel Pivot Tables

• Knowledge of capitalizing assets, recording depreciation, and accrued interest is a plus but not required for this position.

FOLLOWUPS AND INTERVIEW REQUESTS WILL BE SENT VIA EMAIL, SO PLEASE WATCH YOUR SPAM FOLDER! We don't want to miss you!