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
Crestview Strategy effectively represents the interests of corporations, not-for-profits and industry associations to achieve results. It was founded in 2010, and is headquartered in Ottawa, Ontario, CAN, with a workforce of 51-200 employees. Its website is https://www.crestviewstrategy.com.
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