Finance Assistant

Workstream; Callao (VA); On-site; USD 24,796 - 34,440; Part time

Job summary

Abilities Abound Physical Therapy and Wellness Center in Callao, VA is seeking a part-time Finance Assistant to support our Operations Manager and CEO. The role covers payroll, QuickBooks monitoring, and the preparation of supplier payments and budgeting.

As the lead of accounts receivable, you will regularly interface with management, staff, and patients while assisting with financial reporting to the Operations Manager and CEO.

Qualifications

• Associate degree or Higher in Accounting, Finance, Business Management or equivalent experience.
• Proficient in Microsoft Word, Excel and QuickBooks -REQUIRED.
• One year of customer service experience minimum.
• Familiarity with business principles and practices.
• Superior attention to detail.
• Organizational, planning skills and problem-solving skills.
• Good verbal and written communication skills.
• Time management and prioritization skills.

Responsibilities

• Post daily transactions in QuickBooks and update financial spreadsheets.
• Check and scrutinize invoices for accuracy.
• Generate regular reports with accounting software.
• Set client fees and adjust fees as needed.
• Create, send, and follow up on invoices.
• Create, review and observe department budgets.
• Assist with the collection and management of client account balances.
• Investigate and resolve any client account discrepancies.
• Assist management in transferring and/or closing client files.
• Prepare monthly statements and invoices to vendors.
• Answers questions and aid customers and clients as requested.
• Verify daily credit card reports against merchant and receipts.
• Assist company Accountant in preparation of annual Audit.
• Process and reconcile bank deposits.
• Attend finance department and company-wide meetings.
• Assist with financial reporting to Operations Manager and CEO.

Skills

Customer service

Attention to detail

Organization

Verbal and written communication

Time management

Education

Associate degree or higher in Accounting/Finance/Business

Tools

Microsoft Word

Microsoft Excel

QuickBooks

Job description

Finance Assistant Job Summary

Abilities Abound is seeking an experienced, part-time finance professional to work with our Operations Manager and CEO. The Financial Assistant is responsible for day-to-day financial administration across the organization. This will involve providing support

with various tasks including Payroll, QuickBooks Monitoring, and the

preparation of all supplier payments and budgeting. The Finance Assistant

handles serves as the lead of all accounts receivable functions and will regularly

interface with management, staff, and patients.

Finance Assistant Duties and Responsibilities

• Post daily transactions in QuickBooks and update financial spreadsheets.
• Check and scrutinize invoices for accuracy.
• Generate regular reports with accounting software.
• Set client fees and adjust fees as needed.
• Create, send, and follow up on invoices.
• Create, review and observe department budgets.
• Assist with the collection and management of client account balances.
• Investigate and resolve any client account discrepancies.
• Assist management in transferring and/or closing client files.
• Prepare monthly statements and invoices to vendors.
• Answers questions and aid customers and clients as requested.
• Verify daily credit card reports against merchant and receipts.
• Assist company Accountant in preparation of annual Audit.
• Process and reconcile bank deposits.
• Attend finance department and company-wide meetings.
• Assist with financial reporting to Operations Manager and CEO.

Finance Assistant Requirements and Qualifications

• Associate degree or Higher in Accounting, Finance, Business Management or equivalent experience.
• Proficient in Microsoft Word, Excel and QuickBooks-REQUIRED.
• One year of customer service experience minimum.
• Familiarity with business principles and practices.
• Superior attention to detail.
• Organizational, planning skills and problem-solving skills.
• Good verbal and written communication skills.
• Time management and prioritization skills.

Abilities Abound is a Physical-Therapist owned, outpatient facility located in Callao, VA. We strive to provide our area with the latest and most effective physical therapy techniques that are comprehensive and individualized according to the patient needs. In addition to Physical Therapy, we also offer Massage Therapy, Personal Training, Nutritional Wellness Coaching, and Holistic wellness services including Reiki and Reflexology.
There is no shortage of career opportunities in our organization.! We have positions ranging from supporting roles that work with the larger healthcare community as well as clinicians who provide excellence and leadership to our patients.
We are seeking motivated team players who can help us achieve our company mission, and that is where you come in! The mission of Abilities Abound Physical Therapy and Wellness Center is to enhance the overall physical health, fitness, and quality of life of adults by treating and educating them with high quality, comprehensive and individualized physical therapy services.