This role plays a key part in maintaining the efficiency of our office, managing reports and collections, ensuring proper record-keeping, and supporting various departments to achieve business goals.
Reporting Relationship
Directly reports to President
Key Responsibilities
Compile, analyze, and prepare weekly, monthly, and quarterly sales reports for management review.
Monitor and oversee collection activities, track payments, and coordinate with clients to ensure timely settlements.
- Financial & Administrative Record-Keeping:
Maintain accurate records of sales, invoices, and accounts receivable.
Ensure both physical and digital filing systems are well-organized and compliant with company policies.
- Data Entry & Documentation:
Accurately encode sales and financial data into company systems.
- General Administrative Support:
Manage office operations including scheduling, correspondence, and procurement-related tasks.
Verify the completeness of supporting documents such as purchase requests and canvass abstracts.
- Communication & Coordination:
Handle internal and external communications related to administrative and finance matters.
Collaborate with Finance, Sales, and Operations teams to ensure seamless workflow.
