Finance Administrator

3M HEALTHCARE; Town of Montana (WI); On-site; USD 52,000 - 74,000; Full time

Job summary

Precision Medicine Group is seeking a Finance Administrator to support the Finance Director with day-to-day operations. You will manage company credit cards, expense transactions, and project-system invoicing to ensure accurate financial records.

The role involves reconciling costs, producing reporting, and maintaining secure filing practices. The ideal candidate will handle expense coding, manage inquiries, and assist with weekly reporting templates for timesheet entries.

Qualifications

• Proven experience collecting receipts and analysing expenditure for correct accounting entry.
• Ability to code employee expenses correctly and resolve related queries.
• Experience producing regular project or finance reports as directed by senior finance leadership.

Responsibilities

• Collate receipts from card holders and analyse expenditure using Excel for correct entry into the accounting records and project system.
• Take ownership of employee expense claims, ensuring correct coding and submission for payment.
• Support project system finance activities: convert projects to live status, issue and record client invoices, and prepare supplier purchase orders.

Skills

Excel

Expense coding

Financial reporting

Tools

CMap

Job description

Job summary and scope

The Finance Administrator supports the Finance Director with the day‑to‑day operations that contributes to the smooth running of the Finance Department and interaction with the wider business. They take ownership of company credit card and expenses transactions for correct data entry to the accounting system and reconciliations and handle all queries related to this task. They provide support on sales invoicing from our project system, sending to clients and ensure these transactions reflected in the accounting records. They provide general finance administrative support for our project system and help produce regular insightful reporting to the business as directed by the Finance Director.

Key responsibilities

Company Credit Cards

• Working with card holders to collate receipts and analyse expenditure using Excel for correct entry into the accounting records and project system as appropriate.

Employee Expenses

• Take ownership of this task ensuring correct coding for the accounting records before sending approved claims for payment.
• Handling any queries and inputting project costs on the project system (CMap).

Project System (CMap) Finance Administrative Support

• Converting won projects to “live” status on instruction following established processes.
• Supporting the issue of sales invoicing to clients – preparing on instruction, distribution to clients and entering into the accounting records.
• Preparing purchase orders to suppliers for projects following approval.
• Take ownership of ensuring all project costs are accurately reflected against each project from either credit card or supplier invoices. Working with the Finance Director to reconcile these costs each month against the accounting records.

Admin Support and Reporting

• Work with your finance colleagues to help manage the finance inbox and action allocated tasks/queries to resolve.
• Run weekly reports using established templates on timesheet entries to share with wider Precision colleagues.

Other

• Maintain secure filing and archiving practices in accordance with the company processes and office procedures.
• Other duties may be required as reasonably requested by the VP, Finance Director.
• Undertake any duties as may be required from time to time that can reasonably be regarded as within the remit of the post.
• Aware of and conform to legal requirements in all activities, both internal and external. Implicit in this is that all Managers and Staff conform to the appropriate standards in terms of Health and Safety and Information Security requirements but also to the highest standards of business ethics.

Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at [e-mail].