Summary

Ensures the integrity of accounting information by recording, verifying, consolidating and entering transactions.

Essential Responsibilities

• Responsible for calculating monthly payroll and banking activities by verifying, allocating, posting, reconciling transactions and resolving discrepancies


• Manages sales tax process, including maintenance of part assignments, tax codes in Avalara, exception certificates, payments and related account reconciliations.


• Updates internal forecasts on a monthly basis using actual results; prepares and distributes variance analysis, including follow-up and documentation.


• Coordinates annual budget process and schedules.


• Prepares and distributes daily sales reporting.


• Oversees related-party invoicing and related commissions calculations.


• Manages annual Secretary of State filings to ensure compliance.


• Coordinates annual insurance renewal processes, including applications, certificates of liability, expense budgeting, associated journal entries to expense, and reconciliations.


• Tracks and updates approved project budgets by line item, incorporating additions as needed.


• Protects organization’s value by keeping information confidential.


• Other duties and responsibilities as assigned.