1. AdditionalQualificationsby areas of expertise
Financial Experience
Ability to understand financial goals, operate asset in owners’ best interest in accordance with Policies & Procedures.
Manage accounts payable and accounts receivable. Codes payables for accounts payable clerks to input.
Receives,approves, and, when necessary,investigates client's accounts payable invoices. Prepare checks,payments and
deposits accounts receivables into client bank accounts.
Reconcile and balance all accounts.
Collate and analyze account data and generate financial reports (trial balance, income statement,balance sheet). Prepare
appropriate schedules and reports as requested by clients and partners.
Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts.
Handles client payroll.
Assists accountants on tax return preparation.
Generates 1099's and W-2's for clients.
Training Experience.
Classroom training, demonstrations and one-to-one coaching sessions.
Ability to develop the skills of the workforce.
Ability to design and deliver training, manage the learning function, measure and evaluate the results of training, and
manage organizational knowledge.
Ability to carry out assessments of the skill levels, knowledge and training needs of different groups of employees.
Ability to identify training priorities for groups of employees who make the greatest contribution to achieving business
goals.
Administrative Experience
Prepare and/or implement procedures and systems within company guidelines to ensure orderly, efficient workflow.
Confirm all paperwork is completed
Ensure current files are properly maintained.
Ensure all administrative paperwork is accurate,complete, submitted and input to software system accurately and on a
timely basis.
Ensure proper response and handling of all emergencies with staff within company guidelines to minimize liabilities
Customer Retention
Dealwith customer concerns and requests on timely basis to ensure customer satisfaction.
Develop and/or implement customer retention programs
Personnel Management
Consistently use successfultechniques and company directives to screen,hire, orient and train new personnel.
Ensure efficiency of staff through ongoing training, instruction, counselling and leadership.
Plan weekly/daily office staff schedules and assignments.
Coordinate maintenance schedule and assignments with team
Administer action plans consistently, and on a timely basis with performance problems. Document appropriately,
communicate situation supervisor, Human Resources Director,and terminate properly when necessary.
Provide support to staff to encourage team work and lead as an example in creating a harmonious environment.
Ensure all administrative processes involving personnel are handled on a timely basis (i.e., performance evaluations,
salary reviews, time sheets, change of status forms, etc.).