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!

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