Job Description
Position Overview:
We are seeking a proactive and detail-oriented Finance Assistant to support our finance department. This role is critical in maintaining accurate financial records, managing accounts receivable processes, and assisting with daily financial operations. The ideal candidate will be highly organized, possess strong communication and computer skills, and thrive in a fast-paced commercial construction environment.
Key Responsibilities:
Accounts Receivable
Manage all accounts receivable functions, including generating pay applications, sending, and tracking invoices.
Monitor aging reports and follow up on overdue payments.
Prepare and distribute monthly customer statements.
Collect and process W9s from vendors and clients.
Complete and submit lien waivers as required for projects.
Accounts Payable Support
Financial & Administrative Support
Retrieve and manage Certificates of Insurance (COIs) for subcontractors and vendors.
Oversee company credit accounts —monitor transactions, reconcile statements, and maintain documentation.
Enter and reconcile daily bank transactions.
File and organize loan documents and financial records.
Maintain accurate and up-to-date contractor registrations for multiple states.
Enter new projects into internal systems and assist with project setup documentation.
Technology & Systems
Utilize Google Workspace (Docs, Sheets, Drive, Gmail) and other financial software to maintain organized digital records.
Ensure data accuracy and confidentiality across all financial platforms.