About this role
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! DOE