Data Entry & Document Transposition: Accurately transfer and transpose information across multiple platforms, systems, and documents on a daily basis.
Financial Coding & Expense Categorization: Review, classify, and code financial expenditures to the appropriate cost centers, general ledger accounts, or budget lines.
Client Reporting Preparation: Generate, format, and issue end of month reports, certifications, documents, and related paperwork.
Quote Generation & Distribution: Prepare and send accurate quotes or pricing documents to clients or internal stakeholders.
File Organization & Records Management: Build and maintain a structured, up-to-date filing system.
Accounts Payable / Receivable Support: Assist the accounting team with routine AP/AR functions.
Process & Workflow Compliance: Adhere to established standard operating procedures (SOPs).
Cross-Departmental Administrative Support: Serve as a reliable administrative resource across teams.
Requirements
Bachelor’s degree in Accounting, Finance, Business Administration, or related field
1–3 years of experience in an administrative, accounting support, data entry, or operations coordination role
Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook
Experience with accounting or ERP software (e.g., QuickBooks, SAP, NetSuite, or similar)
Able to prepare, review and understand a financial statement.