Prepare and send invoices to customers in a timely and accurate manner.
Monitor customer accounts and ensure timely collections of outstanding payments.
Follow up with clients regarding overdue invoices and resolve any payment discrepancies.
Maintain accurate records of customer transactions and payments.
Generate AR reports and provide regular updates to the finance team on the status of collections.
Work closely with Project Management Organization to ensure engineer timesheets and projects are up to date.
Ensure billing, project, customer, and vendor data is accurate across accounting and project management systems.
Continuous improvement on AR processes ensuring accuracy and efficiency.
Process and verify vendor invoices for payment, ensuring all details are correct and authorized.
Match invoices to purchase orders and other supporting documentation.
Ensure timely payments to vendors, taking advantage of any available discounts.
Reconcile accounts payable balances and resolve discrepancies.
Assist in maintaining vendor records and updating information as needed.
Identify opportunities to improve AP processes, controls, accuracy, and payment efficiency.
Handle general administrative duties such as filing, document management, and data entry.
1099 Annual Filing and reporting internally and externally.
Continuous process improvement.
Support Finance Director and CFO with finance operations tasks, reporting inputs, process improvements, and ad hoc analysis as needed.

Associate's or bachelor’s degree in accounting, Finance, Business Administration, or related field preferred.
Proficiency with accounting software (e.g., QuickBooks, Zoho Books, or other ERP systems) and MS Office Suite (especially Excel).
Familiarity with project management software is a plus e.g. Zoho Projects.
Strong attention to detail and accuracy in data entry and financial reporting.
Excellent organizational, multitasking, and time management skills.
Strong communication skills, both verbal and written, with the ability to interact professionally with clients, vendors, and internal teams.
Ability to work independently and as part of a team.
Ability to work in startup style fast paced environment.

Finance Operations Staff Accountant

Key skills