Financial Coordinator/Quickbooks Specialist

Job Description

Job Description

Benefits :

• 401(k) matching
• Competitive salary
• Dental insurance
• Employee discounts
• Free food & snacks
• Paid time off
• Vision insurance

We are seeking a Quickbooks Wizard, also known as our Financial Coordinator, to join our team! This position will perform administrative functions and will oversee our billing and accounting responsibilities for our medium to small size business.

This position will be a full time position, however, a part time option can be explored.

• Maintain expert records of expenses
• Prepare Bank Deposits
• Complete Months End for Gas Expense Account
• Manages Gas Cards and Drivers on Account
• Input technician invoices, payments, and estimates into FieldEdge and QuickBooks software
• Track and maintenance of collection accounts
• Update Calendar and Software Systems as needed
• Maintain filing system on a daily basis; receipts, statements, etc.
• Check company emails on daily basis and respond appropriately and in timely manner
• Maintain City Permit Receipts
• Maintain all Installation Folders to be mailed to Customer Ensure they are getting sent out once Final Inspection has been completed, ensuring all paperwork within folder is current and accurate.
• Requesting of Insurance Certificates
• Adding and Removing of Employees from Vehicle Insurance
• Track and maintain correct log of Spiffs
• Advertisement Spiffs
• Perform other duties as needed and directed by Management
• Coordinating with management and setting-up training classes or meetings.
• Coordinating with management for new hire paperwork, and new hire orientation meetings.
• Assisting in preparation of special events such as Year End Celebration and other office or company gatherings.
• Serving as back-up for payroll processing, if current processor is unavailable and adequate training is provided. Assist with payroll process as needed to ensure efficient and accurate processing.
• Upkeep of Employee Expert Time Keeping
• Supervise Parts Department on Daily Basis for Accuracy and Time Management
• Assisting with additional projects, as assigned.

Knowledge, Skills, and Abilities

Knowledge of Company policies and procedures

Required Quickbooks Online Experience

Knowledge of basic computer functions (Microsoft, Excel, Google Doc)

Have a strong foundation working with numbers and mathematics

Ability to monitor accuracies of deposits and credits into accessible Company accounts

Expert organizational skills in order to manage multiple accounts and vendors

Skill in oral and written communication

Ability to communicate with employees, business contacts, and customers in a professional and courteous manner

Ability to organize multiple work assignments and establish priorities

Ability to pay close attention to detail and to ensure accuracy of data