Finance & Admin Operations Manager

H. T. PROF Group; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

H. T. PROF Group in Charlotte, NC is seeking an organized professional to manage Accounts and Finance, HR administration, and Office Coordination.

The role covers AR/AP, commission tracking, invoicing, budget monitoring, and collaboration with the accounting team to ensure accurate financial statements. You will also support HR tasks including payroll-related enrollment, insurance enrollment, and 401(k) administration, while supervising administrative staff and maintaining CRM and office

Responsibilities

• Handle accounts receivable and accounts payable, commission tracking and providing monthly spreadsheet of commissions to partners, invoicing, basic general ledger entries in accounting software.
• Monitor agency budgets and cashflow
• Work with accountant on financial statements and tax returns
• Check three bank accounts daily for Positive Pay confirmations
• Reconcile expense reports from sales team (for two companies)
• Provide vehicle and property changes to insurance company, do a yearly review of requirements and a yearly workers’ comp audit (for two companies)
• Work with 401(k) company and pension administrator on enrollments, terminations, loans, etc and send monthly contributions from payroll
• Complete 401(k) audit annually
• Handle equipment leases
• Order equipment (laptop, etc) as needed for new hire and employees
• Provide salary and expense reimbursement information to payroll service for monthly payroll (for two companies)
• Provide new hires employee paperwork for the payroll service and enrollment in health, dental, vision, life and disability insurance and 401(k)
• Add new employee health and dental applications through Employee Navigator (EN) portal with the insurance agent
• Assist employees with insurance changes through EN portal
• Request and track company email addresses, changes
• Work with Managing Partner regarding employee issues, discipline, warnings, etc
• Report FSA contributions monthly to administrative company
• Report COBRA requests to administrative company as needed
• Supervise administrative staff - schedule time off, vacations, etc
• Assist with customer requests, issues
• Manage office supplies
• Oversee CRM software and work with data entry specialist on updates and issues
• Oversee and work with administrative staff on Quotes program
• Administrative support for outside sales team
• Pick up mail from post office and distribute

Job description

H. T. PROF Group in Charlotte, NC is seeking an organized professional to manage Accounts and Finance, HR administration, and Office Coordination.

The role covers AR/AP, commission tracking, invoicing, budget monitoring, and collaboration with the accounting team to ensure accurate financial statements. You will also support HR tasks including payroll-related enrollment, insurance enrollment, and 401(k) administration, while supervising administrative staff and maintaining CRM and office