Financial Assistant

• 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- w eekly & m onthly reporting assistan t

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 invoic e 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 d esk 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 & b i-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 O ffice experience - especially Excel
• General c omputer literacy
• Comprehensive knowledge of Accounts Receivable and related ledger entries

Preferred Skills

• Quickbooks Desktop
• SharePoint
• Balance Sheet s and P&L s
• Journal Entries
• Cost Accounting
• E xcel 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!