Finance Team Assistant

PeopleShare by PROMAN; Portsmouth (VA); Vor Ort; USD 28.000 - 34.000; Vollzeit

Zusammenfassung

Southern Material Handling, Inc. (SMH) is seeking a Finance Team Assistant to support the Bookkeeper, handle invoicing, HR tasks, and clerical work.

The role involves data entry, updating records, and communicating with account holders while upholding SMH’s core values of accuracy, persistence, teamwork, honesty, and curiosity. The ideal candidate will manage invoices, process payments, and maintain precise records in Service Titan and accounting software, with a focus on attention to detail and

Qualifikationen

• Strong written and verbal communication.
• Excellent organization and problem-solving skills.
• Able to understand basic financial data and procedures.

Aufgaben

• Create invoices and obtain account holder approval, then send to customer with documents.
• Track invoicing requirements and gather required forms, signatures.
• Verify materials sources on invoices prior to exporting (stock or PO).
• Verify sales tax on invoices and confirm tax exemptions on file if applicable.
• Send monthly statements and follow up on payment status.

Kenntnisse

Communication

Organization

Financial data understanding

Tools

QuickBooks Online

Microsoft 365/Excel

Jobbeschreibung

Schedule: 9:00am-5:00pm

Pay- $20-$25 an hour

The Finance Team Assistant works with the Bookkeeper and assists with bookkeeping, HR, and clerical work. They are responsible for invoicing customers, collecting payments, and filing. They complete tasks such as data entry, communicating with account holders, and updating physical and digital records. This person embodies Southern Material Handling, Inc. (SMH) core values of:

• Attention to Detail
• Persistence (don’t give up until the job is done)
• Teamwork (we work to elevate each other)
• Honesty (tell the truth even when it’s painful)
• Curiosity (eager to know or learn something)

Job Duties:

• Create invoices, get approval from account holder, send to customer with all necessary documents (may sometimes involve uploading to customer’s invoicing platform)
• Track and fulfill customer invoicing requirements (e.g. required pictures, forms, signatures)
• Verify source of materials on invoices prior to exporting (e.g. stock or purchased with PO)
• Verify sales tax on invoices prior to sending – if no sales tax on invoice, confirm we have current sales tax exemption on file
• Send monthly statements and communicate with customers to ascertain payment status
• Process payments received, deposit checks daily, follow up with customers on payment discrepancies as necessary
• AP and credit card receipts entry to accounting software, including scanning and uploading supporting documentation
• Timely and accurate filing of job records
• Check PO box daily and sort mail to appropriate person
• Update customer address and contact information in Service Titan as required
• Update price book costing and sales price
• Annual preparation and filing of business licenses
• Audit transactions for accuracy and missing information
• Other duties as assigned to support SMH’s goals and operational requirements

Skills Required:

• Good written and verbal communication
• Organization and problem solving
• Proficiency in QuickBooks Online and Microsoft 365 (with emphasis on Excel)
• Ability to understand basic financial data and procedures
• Perform job responsibilities accurately and efficiently
• A valid driver’s license with good driving recor