Senior Financial Analyst
1 day ago
We are seeking a detail-oriented Senior Financial Analyst to perform a variety of clerical and accounting duties within our organization.
The ideal candidate will possess a strong understanding of accounts payable/receivable, bank reconciliation, and light clerical accounting tasks. This role also involves scheduling, customer communication, and administrative support for the Field Service Team.
Key Responsibilities:- Perform light clerical tasks, including typing, matching payments, preparing bank deposits, and routine calculations.
- Review time and expense documents for accuracy and compliance.
- Schedule and communicate with internal and external customers to ensure efficient use of the Field Service Team.
- Maintain and manage the shared calendar for field service activities.
- Ensure Field Service Technicians have the proper equipment and qualifications for site visits.
- Work with customers, vendors, and contractors to provide quotes and obtain purchase orders.
- Order necessary tools, equipment, and manage administrative tasks related to fleet vehicle maintenance.
- Create and manage purchase orders (POs) for vendor payments.
- Facilitate cross-functional team meetings to resolve field service-related questions or issues.
- Provide telephone support for the Field Service Department and act independently to resolve customer inquiries.
- Collect and process time sheets and overtime records for Field Service Technicians weekly.
- Collaborate with the Field Service Manager to prepare engineers with site instructions.
- Manage vendor and supplier processes, including invoice and payment reconciliation.
- Reconcile job data before billing and issue final invoices to customers.
- Assist in obtaining travel documentation for field staff as needed.
- Identify and implement process improvements within the department.
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