ESSENTIAL DUTIES AND RESPONSIBILITIES
- Act as finance liaison between various departments to bring necessary reconciliation results to fruition.
- Manage all credit applications, reseller certificates, and legal documents.
- Draft Customer Sales Invoices for approval by Sales Team and Finance Manager.
- Manage Accounts Receivable and Accounts Payable email folders. Respond to customer/vendor emails in a timely fashion and follow up with customers with overdue accounts.
- Enter bills into billing system and reconcile sync errors.
- Assist with new customer onboarding, e-commerce portal setups and invoicing.
- Prepare monthly A/R aging report, calculate DSO.
- Perform initial review of expense reports for proper account coding. Data entry and update of expenses with supporting documentation in G/L system as coded by Finance Manager.
- Work closely with Service team to maintain status and proper recognition of revenue when services are rendered complete.
- Generate customer and financial reports as needed by management.
- Import monthly journal entries into G/L system. Assist Finance Manager with Tax Return and sales tax filings. Preparation and assistance with third party Audit requests as needed.
- Provide ongoing suggestions for improvement of current functions to maximize productivity.
- Perform all other duties and/or ad-hoc projects as assigned with a openness to adapt to changing department demands.
REQUIREMENTS/QUALIFICATIONS
- Associates/Bachelors degree or students majoring in Business/Economics/Accounting.
- Demonstrated accuracy and attention to detail.
- Good oral/written communication and interpersonal skills required.
- Demonstrated organizational skills and ability to prioritize.
- Good mathematical and analytical skills.
- Integrity, initiative and proven work ethic.
- Demonstrates good judgement and discretion when handling confidential information.
DESIRED KNOWLEDGE/SKILLS
- Microsoft Office Suite including Outlook, Word, Excel, Access, Power BI
- CRM, G/L software, Billing, and Revenue recognition software tools
Top Skills
What We Do
Sunbird Software is changing the way data centers are being managed. With a focus on real user scenarios for real customer problems, we help data center operators manage tasks and processes faster and more efficient than ever before, while saving costs and improving availability. We strive to eliminate the complexity they have been forced to accept from point tools and home grown applications, removing the dependency on emails and spreadsheets to transform the delivery of data center services. Sunbird delivers on this commitment with unexpected simplicity through products that are easy to find, buy, deploy, use, and maintain. Our solutions are rooted in our deep connections with our customers who share best practices and participate in our user groups and product development process.
