Financial Assistant

Sentryusa; Watertown (SD); On-site; USD 42,000 - 64,000; Full time

Job summary

Sentryusa is seeking a Financial Assistant focused on Accounts Receivable and financial reporting in Watertown, SD. You will own the invoicing cycle from creation to payment and assist with monthly financials and bi-weekly reports.

The role includes back-office support, customer setup, and occasional accounts payable cross-training. The ideal candidate will have strong Excel skills, attention to detail, and solid AR knowledge, with proficiency in QuickBooks Desktop and SharePoint.

Qualifications

• Strong critical thinking and problem-solving skills.
• Attention to detail and accuracy in financial tasks.
• General computer literacy and proficiency with common software.
• Comprehensive knowledge of Accounts Receivable and related ledger entries.

Responsibilities

• 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 and bi-weekly reports.
• Front desk backup.
• Crosstrain to accounts payable tasks as needed.
• Flex Project Coordinator.
• Other duties as assigned.

Skills

Critical thinking

Attention to detail

General computer literacy

Accounts Receivable knowledge

Tools

Excel

QuickBooks Desktop

SharePoint

Excel Pivot Tables

Job description

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 required 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!