Key Responsibilities:

Accounts Receivable (AR):

• Prepare and submit progressive monthly billings to general contractors.

• Process and manage lien waivers (familiarity with different types of waivers is helpful).

• Manage collections for service accounts, including calling and emailing customers regarding past-due invoices using the aging report.

• Process customer credit card payments through our Clover online portal.

• Generate and distribute monthly customer statements by mail or email.

Accounts Payable (AP):

• Process subcontractor invoices for open jobs.

• Enter invoices into COINS and maintain AP spreadsheets.

• Reconcile and balance AP with the general ledger.

General Ledger & Financial Support:

• Reconcile monthly billings and payables to the GL in COINS.

• Assist with maintaining accurate financial records and reports.

Front Desk Coverage:

• Provide coverage for the front desk during lunch breaks or when the receptionist is out.

• Answer phones, greet visitors, and provide general office support as needed.