Essential Duties and Responsibilities:
- Maintain and manage client agreements. service contracts, subscriptions, licenses, and warranties.
- Review invoices, work orders, and related documents to identify and resolve discrepancies.
- Process sales invoices, credit memos, and client work orders.
- Audit and reconcile monthly invoicing to ensure accuracy.
- Verify work orders against quotes, customer profiles, and service agreements to ensure correct billing rates.
- Assist the Purchasing Coordinator with reviewing and verifying inventory and non inventory hardware (used, returned, warranty) for proper billing and removal from inventory.
- Communicate completed work order updates to customers and sales managers.
- Manage new client setups in Engage, including profiles, recurring revenue invoicing, retainers, and contract updates.
- Apply client payments, prepare deposits, and reconcile accounts payable and receivable.
- Manage general AR/AP functions and accounting transactions.
- Prepare budget forecasts, balance sheets, and profit/loss statements.
- Publish financial statements in a timely manner and report on company financial health and liquidity.
- Handle monthly, quarterly, and annual financial closings.
- Ensure timely bank payments, tax computations, and filing of tax returns.
- Audit financial transactions and documents to ensure compliance with policies and regulations.
- Safeguard financial data confidentiality and perform regular database backups.
Knowledge, Skills, and/or Abilities Required:
Must be proficient with QuickBooks Desktop and have a basic understanding of GAAP and standard accounting functions.
Strong understanding of AR/AP.
Advanced knowledge of Microsoft Office Suite, including Excel and Outlook.
Accuracy with Data Entry and 10 key capabilities.
Ability to effectively communicate with individuals at all levels, both verbally and in professional writing.
Ability to build positive and collaborative relationships with Team Members, Customers and Vendors.
Ability to routinely multi-task and effectively manage assignments competing objectives.
Ability to maintain focus, accuracy, and efficiency in a fast-paced environment despite interruptions.
Excellent time management and organizational skills.
Strong knowledge of our business operations, products, and services to provide accurate responses to incoming questions.
Attention to detail and accuracy are critical for this role.
Ability to create and maintain ad hoc reports, records, and spread sheets.
Strong phone skills; friendly while maintaining professionalism
Must have reliable means of transportation.
Must be able to pass a 7-year criminal background check.
Job Type: Full-time
Pay: $55,000.00 – $75,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health savings account
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Education:
- Bachelor’s (Required)
Experience:
- Accounting: 2 years (Required)
- Quickbook Desktop: 2 years (Required)
- MSP or IT accounting : 2 years (Required)
License/Certification:
- CPA or CMA (Preferred)
Work Location: In person
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