Part-Time Finance Assistant: Payroll, Invoicing & Budgets

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

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.