Finance Team Assistant

Schedule: 9:00am-5:00pm Pay- $20-$25 an hour

The Finance Team Assistant works with the Bookkeeper and assists with bookkeeping, HR, and clericalwork. They are responsible for invoicing customers, collecting payments, and filing. They complete taskssuch as data entry, communicating with account holders, and updating physical and digital records. Thisperson embodies Southern Material Handling, Inc. (SMH) core values of:- Attention to Detail- Persistence (don’t give up until the job is done)- Teamwork (we work to elevate each other)- Honesty (tell the truth even when it’s painful)- Curiosity (eager to know or learn something) Job Duties:- Create invoices, get approval from account holder, send to customer with all necessarydocuments (may sometimes involve uploading to customer’s invoicing platform)- Track and fulfill customer invoicing requirements (e.g. required pictures, forms, signatures)- Verify source of materials on invoices prior to exporting (e.g. stock or purchased with PO)- Verify sales tax on invoices prior to sending – if no sales tax on invoice, confirm we have currentsales tax exemption on file- Send monthly statements and communicate with customers to ascertain payment status- Process payments received, deposit checks daily, follow up with customers on paymentdiscrepancies as necessary- AP and credit card receipts entry to accounting software, including scanning and uploadingsupporting documentation- Timely and accurate filing of job records- Check PO box daily and sort mail to appropriate person- Update customer address and contact information in Service Titan as required- Update price book costing and sales price- Annual preparation and filing of business licenses- Audit transactions for accuracy and missing information- Other duties as assigned to support SMH’s goals and operational requirements Skills Required:- Good written and verbal communication- Organization and problem solving- Proficiency in QuickBooks Online and Microsoft 365 (with emphasis on Excel)- Ability to understand basic financial data and procedures- Perform job responsibilities accurately and efficiently- A valid driver’s license with good driving recor