Financial Assistant

Crestview Strategy is a leading multinational public affairs agency that works with prominent organizations on complex government relations and communications mandates. The Financial Assistant will be responsible for managing end-to-end billing cycles, performing reconciliations, and monitoring cash collections while ensuring client satisfaction and accuracy in billing processes.

Responsibilities

• Collaborate with the Director of Finance to maintain client accounting goals and general billing performance levels is maintained
• Ensuring all billing process and inquiries are handled quickly and efficiently
• Preparing invoices forwarding to appropriate contact or department as required
• Monitor and reviewing outstanding bills and following up with appropriate internal and external teams to ensure payment is made
• Preparing various reports and spreadsheets related to billing and receivables
• Review invoices for potential errors and/or discrepancies. Investigate and resolve discrepancies
• Post company sales to general and sub ledgers. Reconcile ledgers monthly
• Review all credit balances, refunds, and adjustments, and apply adjustments and/or corrections to corporate records
• Form billing strategies to make timely invoicing and mitigate client and Consultants objections
• Investigate receivable problems while following billing policies and procedures
• Reconcile:
• Customer accounts and sending invoice copies
• Revenue reconciliation and forecast
• Defer revenue and WIP accounts, including analysis
• Reconcile and manage:
• Sales incentives
• Third party passthrough costs and expenses
• Customer experience – assist with customer billing inquiries, collections and issuing statements
• Verify validity of account discrepancies by investigating information from consultants
• Resolve and assisting valid or authorized short payment and write offs by entering adjusted entries
• Assist with month/quarter/year end activities related to client accounting

Skills

• 1-2 years of experience of client billing job duties
• High School degree, Bachelor's degree in Accounting or Business Administration preferred
• Knowledge and use of ledgers, accounting practices, MS Office Suite, and other business intelligent software applications
• Basic knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
• Excellent ability to problem-solve
• Strong interpersonal skills
• Bachelor's degree in Accounting or Business Administration preferred
• SAP or any large ERP experience preferred. (QBO + Zoho)

Benefits

• Competitive compensation and benefits package
• Discretionary bonuses

Company Overview