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-weekly & monthly reporting assistant 

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 invoice 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 desk 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 & bi-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 Office experience - especially Excel 

• General computer literacy  

• Comprehensive knowledge of Accounts Receivable and related ledger entries 

Preferred Skills 

• Quickbooks Desktop 

• SharePoint 

• Balance Sheets and P&Ls 

• Journal Entries  

• Cost Accounting 

• Excel Pivot Tables 

• Knowledge of capitalizing assets, recording depreciation, and accrued interest is a plus but not 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!