Offer summary

Qualifications:

Experience with QuickBooks for expense management and account reconciliation., Familiarity with Salesforce for jobsite expense entry., Strong skills in document preparation and report generation., Ability to manage customer tax exemptions and subcontractor insurance certificates..

Key responsabilities:

Enter and manage expenses, bills, and receipts in QuickBooks and Salesforce.

Track employee travel and per diem for payroll processing.

Prepare and maintain financial documents and reports as required.

Create, send, and track invoices using Smartsheets.

Job description

This is a remote position.

Work Schedule: Monday-Friday; 7:30am to 4:00pm AZ time with a unpaid 30 min lunch

Responsibilities:

Enter and manage expenses, bills, and jobsite receipts in QuickBooks and Salesforce.
Track employee travel and per diem for accurate payroll and reimbursement processing.
Prepare, organize, and maintain financial documents and reports as required.
Manage customer tax exemption certificates and subcontractor Certificates of Insurance (COIs).
Allocate expenses correctly in QuickBooks and reconcile accounts regularly.
Create, send, and track invoices using Smartsheets.
Verify tax codes for compliance and accuracy.
Perform daily bank reconciliations with QuickBooks to ensure financial accuracy.

Requirements

Experience with QuickBooks for entering expenses, allocating costs, and daily account reconciliation
Ability to track travel/per diem for payroll and reimbursements
Familiarity with Salesforce for entering jobsite expenses from receipts
Skilled in preparing documents and running reports as needed
Manage customer tax exemptions and subcontractor Certificates of Insurance (COIs)
Create and send invoices; maintain tracking in Smartsheets
Verify correct tax codes on financial entries
Reconcile bank balances with QuickBooks daily