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Description
Essential Functions
An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.
- Proficient with Google Suite applications including Gmail, Docs and Sheets
- Communicate effectively in person or by using telecommunications with our clients and fellow co-workers and generally enjoy working with a diverse clientele
- Strong interpersonal, written and verbal communication skills required
- Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
- Strong decision-making, organizational and problem-solving skills
- Read Ledgers to follow transactions
- Filing of accounting documents
- Review financial statements for accuracy and completeness
- Communicate via phone and email with clients and fellow employees
- Apply fundamental accounting theories and concepts to support the Accounts Payable process
- Assist with the setup and maintenance of new and existing vendor payable accounts
- Assist with the monthly Accounts Payable close and accrual process
- Perform other duties as assigned
- Understand cash flow process for HOAs
- Monitor Petty Cash disbursements and provide receipts for coding
- Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs
- Review all invoices to double check for accuracy and avoid duplicate payments
- Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis
- Process and distribute billing statements for clients
- Monitor accounts receivable for clients and initiate collections when necessary
- Identify accounting errors or discrepancies on financial statements
- Handle or facilitate all client inquiries and requests
- Communicate well with fellow employees and be comfortable working as part of a team
- Demonstrate integrity and strong character
- Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
- Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
- Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure and adjust to change.
Requirements
Education and Training:
- High School Diploma
- 2-5 years related experience; or equivalent combination of education and experience
Adaptability:
- Adapts to changing work demands.
- Stays focused on own work when faced with challenges and/or difficulties.
- Stays open to and learns from feedback.
Physical Activities
The following physical activities are necessary to perform one or more of the essential functions of this position.
- Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
- Creates documents, reports, etc. using a writing instrument or computer.
- Ability to enter and locate information on a computer.
- Visually verifies and/or reads information.
- Sits for an extended period of time.
- Must be physically present in the office as the needs of the business dictates.
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