Summary:

Provide financial leadership with strategic thinking and exemplify excellent customer service. Manage the companies financial transactions and records, and ensure the business is compliant with current legal requirements. Communicate with management staff to stay updated on jobs, documentation, budgeting, and any customer issues.

Primary Roles and Responsibilities
1. Bookkeeping
          a. Maintain accurate records in QuickBooks®
          b. Create financial reports and perform analysis
          c. Monitor and maintain inventory, fixed assets, and business resume
          d. Maintain tax, insurance, and compliance requirements
          e. Maintain vendors, resources, and subcontractors

2. Cash Management
          a. Complete accounts payable activities
          b. Complete accounts receivable activities
          c. Maintain petty cash fund
          d. Prepare and maintain cash management reports

3. Technology Administration
          a. Perform technology backups
          b. Perform technology setup, protection, and tracking
          c. Gather and coordinate hardware and software requirements
          d. Maintain relationships with technology vendors

Necessary Experience and Skill Set
     • A minimum two years of business experience
     • Working knowledge of current business software technologies
     • Superb customer service, administrative, and verbal and written communication skills
     • 3+ year(s) of experience with QuickBooks Pro® (most recent versions)
     • 2+ years of experience with collection activities
     • Outstanding written and verbal communication skills, including proper pronunciation and grammar, and a consistently courteous and professional tone of voice at all times                   
     • Polite, confident, and excellent customer service skills, including listening and questioning skills
     • Excellent organizational skills and strong attention to detail • Very self-motivated and goal-oriented
     • Ability to multi-task
     • Capability to work in a fast-paced, team-oriented office environment
     • Proficiency in Microsoft Office (i.e., Outlook, Word, Excel)
     • Ability to learn new software, including Xactimate® and proprietary software
     • Experience in the commercial cleaning and restoration or insurance industry is desired but not mandatory
   
Formal Education/Training
     • High school diploma/GED
     • Associate degree in accounting preferred or strong professional background of 2-3 years bookkeeping experience

Physical and Work Environment Requirements
      The role is largely a sedentary role in an office environment, however, some filing is required. The activity would require the ability to lift files, open filing cabinets, and bend or stand on a step-stool as necessary.

 Normal Working Hours, 
        The position is a full-time working 7:00 a.m.–4:00 p.m., Monday through Friday. This position may require longer hours, and some flexibility in hours may be needed dependent upon business needs.