Financial Project Assistant

4 weeks ago

San Antonio, United States Alamo Trust, Inc Full time
Job DescriptionJob DescriptionPosition Description: The Alamo Trust, Inc. is looking for a Financial Project Assistant to join the team Competitive compensation and benefits, including Employer paid medical for employee, retirement match, paid time off, paid holidays. POSITION SCOPEThe primary role of the Financial Projects Assistant is to assist the Financial Project Manager in maintaining and monitoring the financial aspects of the Alamo Plan. This may include managing internal and external reporting, assisting with billing reviews, managing deadlines and workflow, and scheduling meetings and appointments.
DUTIES, RESPONSIBILITIES & ESSENTIAL FUNCTIONS
\tPay request submissions and status reporting.
\tWork with Financial Project Coordinator and Financial Project Manager to help ensure invoices and payment deadlines are met.
\tSubmission of invoices to ATI finance department.
\tAssist with maintaining monthly checks and balances between ATI tracking logs and PMs PMIS balances to ensure each is tracking properly.
\tProvide administrative support.
\tUndertake finance project tasks as required.
\tEnsure projects adhere to frameworks and all documentation is maintained appropriately for each project.
\tAssist in creating internal and external financial reporting material.
\tCreate and manage funding requests from various sources.
\tAttend meetings as requested.
\tReview and processing of vendor payment applications for reimbursable expenses.
\tReceiving, filing, tracking, and processing invoices.
\tReview and verify accuracy of invoices with responsible project managers.
\tAssist Financial Project Coordinator and the Financial Project Manager with submission of APs within DocuSign.
\tProvide additional project coordination and administrative support as requested.

REQUIRED QUALIFICATIONS Bachelors degree in accounting or related fields, preferred. Familiarity with basic accounting principles required. Two or more years of equivalent experience in related fields
Must be proficient in Office 365 (Word, Excel, Outlook and SharePoint)
Exceptional attention to detail. The ideal candidate will be a proactive self-starter who excels at working in a dynamic and changing environment Strong interpersonal, strategical and problem-solving skills Ability to manage and/or contribute to a high volume of complex tasks and prioritizing workflow and a wide range of projects at any given time in a fast-paced office environment
Strong team-orientation and professional attitude. $20.00 - $23.00 Hourly

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