Job Summary:
Finance Assistant will assist in managing, processing, and troubleshooting various accounts and transactions. We are looking for a reliable individual who will be responsible for the financial health of our company and help us to administer accounting operations in compliance with legal requirements. You will also perform management of our financial transactions and procedures on a daily basis.
Must understand accounting concepts, including proper revenue recognition. Oversees the tasks of sending invoices to clients and monitoring outstanding balances to ensure each account is paid on time and in full. Often managing numerous client accounts at once. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed. Self-motivated, detail oriented, excellent problem-solving abilities is passionate about delivering results on time, exceeding expectations, and enduring success for our teams.
Essential Functions and Core Responsibilities:
- Assisting in the processing and preparing of financial and business forms to check account balances, facilitate purchases, etc.
- Perform routine calculations to produce analyses and reports as requested by the Director of Revenue.
- Help oversee and manage multiple accounts
- Create, send, and follow up on invoices
- Review and adhere to department budgets
- Collect and enter data for various financial spreadsheets/systems
- Review and audit financial statements and reports, ensure all calculations and data entries are correct
- Reconcile any discrepancies or errors identified by conversing with employees and/or clients
- Report any troubling discoveries or suspicion of wrongdoing to the proper authorities
- Assist in the monitoring and managing of all projects associated with assigned lender (s)
- Monitoring project status, uploading documents, and relationship management
- Assist in ensuring that all required stipulations are collected from Ops and uploaded into the lender portal to obtain final approval and ultimately final funding.
- Obtains revenue by verifying transaction information; computing charges and refunds; preparing and mailing invoices; identifying delinquent accounts and insufficient payments.
- Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
- Maintains accounting ledgers by posting account transactions.
- Verifies accounts by reconciling statements and transactions.
- Resolves account discrepancies by investigating documentation; payments, or adjustments.
- Maintains financial security by following internal accounting controls.
- Secures financial information by completing database backups.
- Maintains financial historical records by filing accounting documents.
- Contributes to team effort by accomplishing related results as needed.
- Answers questions and provide assistance to board members, customers, and clients as needed
- Attend finance department and company-wide meetings, sometimes assisting with financial reporting to managers and senior executives
- Suggest changes or improvements to increase accuracy, efficiency, and cost reductions.
- Other tasks as assigned
Requirements
Requirements, Education, Qualifications, and Experience:
- Apple power user, must know iWork and be skilled with iOS and macOS.
- Excellent mathematical skills
- Understanding of data privacy standards
- Customer-service skills
- Solid communication skills, both written and verbal
- Familiarity with business principles and practices
- Superior attention to detail, organizational skills, planning skills, problem-solving skills, analytical skills, critical thinking skills
- Computer skills, particularly with spreadsheets and calculation software (MAC EXPERIENCE REQUIRED)
- At least 2+ years of previous related experience required
- Proficient computer skills
- CRM - data entry, report usage
- Coordination and communication with the Operations team
- Must be technologically savvy, demonstrating the ability to adapt to ever-changing technologies and learn the functionality of new equipment and systems
- Quick-books proficiency is preferred to create invoices, receive payments, create bank deposits, etc. but is not required
Physical Demands and Working Conditions:
Described here are representative of those that must be met by an employee to perform the essential functions of this job successfully.
- Work is performed in a temperature-controlled office environment or travels via vehicle
- While performing the duties of this job, the employee is required to ambulate, sit, and/or stand in various intervals throughout the work shift
- May occasionally lift and or carry up to 20 lbs.
- Use of computer, phone, copier, and other office equipment during a day
- While performing the duties of this job, occasionally required to use hand to handle, touch and use tools, reach with hands and arms, bend, stoop, twist, lift, reach, push, pull, grasp, balance, talk, hear, and ambulate during employment
- Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and an ability to adjust focus
- Employee may be required to travel for business purposes
Benefits
Compensation & Benefits:
- Long term stability in a fast-growing industry
- Competitive compensation,
- Paid Holidays
- Generous 401(k) option
- Dental Insurance
- Employer Paid Basic Life and AD&D Insurance
- Employer Paid Long Term Disability
- Optional Employee Paid - Voluntary Benefits
- Health insurance
- Life insurance
- PTO
- Vision insurance
- Opportunity for career development and advancement with a rapidly growing company
- High-energy, fun, and friendly culture
Compensation
Compensation may vary based on role, level, experience, length of time in a position, and location. Candidates are not guaranteed to be at the high or low end of the compensation ranges presented. The Company complies with applicable federal, state, and local minimum wage requirements.
Prosolar Systems is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity, Inclusion & Belonging drives our ability to build diverse teams and develop inclusive work environments. At Prosolar, we believe that empowering people and valuing their differences will help us create a planet run by the sun for everyone.
We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. If you have a disability or special need that requires accommodation, please let us know.
