For the given job description <<Position: Junior AccountantDepartment: Finance & AdministrationReports to: ControllerFLSA Status: Exempt
JOB SUMMARYThe Junior Accountant will perform accounting duties related to the efficient maintenance and processing of accounts payable transactions. She will review and analyze expense reports, work with vendors to resolve invoices, and reconcile monthly vendor statements. The Junior Accountant will administer the corporate card account activities and reconcile monthly statements.
MEASURE(S) OF SUCCESS Accuracy while managing a high volume of invoice and journal entry transactions. Time required to complete assigned tasks for month-end close. Meeting all deadlines for escheatment filings. Resolve outstanding checks by collaborating with the billing team.
COMPETENCIESAdaptability - Employee is open to new ideas and ways of doing business and adopts change willingly.Communication - Employee expresses thoughts and ideas in a clear and effective manner. Employee communicates directly and provides meaningful information to others to generate support.Continuous Improvement - Employee seeks opportunities to improve current processes, systems, and methods to promote reliability, quality, and efficiency of output.Customer Service - Employee delivers exceptional customer service.Delivering Results - Employee commits to achieving objectives, holds oneself accountable, and follows through.Learning Agility - Employee learns quickly and applies newly learned information and skills to innovate, adapt, and uses feedback to improve.Makes Sound Decisions - Employee makes sound decisions in a timely and confident manner.Relationship Management - Employee builds and maintains meaningful and positive connections with others inside or outside of the organization.Resilience - Employee responds to challenges with composure, optimism, and hardiness; employee perseveres and exhibits healthy stress management strategies.Teamwork and collaboration - Employee cooperates with others through mutual trust and accountability to accomplish shared objectives.Work Organization - Employee approaches work in an orderly manner; prioritizing tasks and managing time effectively.
RESPONSIBILITIES  ESSENTIAL JOB FUNCTIONS1. Accounts Payable (50%) Obtain proper documentation, coding, and approval of invoices. Enter invoices into the accounts payable system (Yooz). Print checks and distribute for signatures. Prepare support for wire transfers. Set up and maintain vendor files. Obtain a Form W-9 for each vendor. Research discrepancies and issues. Act as the vendor contact. Review and maintain outstanding checklist. Oversee escheatment disbursements and tracking. Work with billing services team to clear outstanding checks before reaching escheatment. Enter payment requests for member refunds in Intacct as provided by billing services team. Match payment requests for member refunds with letters provided by billing services team.
2. Credit Card Payable (15%) Distribute monthly statements and report templates to cardholders. Ensure complete and accurate documentation for receipts. Enter credit card transactions directly in Intacct. Update and maintain list of corporate credit cardholders. Lead the issuance or suspension of credit cards. Work with Controller on new credit card applications. Reconcile Credit Card Payable each month.
3. Expense Reports (15%) Obtain proper documentation, coding, and approval of requests. Review pre-travel against post-travel expense forms. Process expense reports. Print checks and distribute for signatures.
4. Year-end activities (10%) Prepare 1099-NEC forms using Track1099 by Avalara. Prepare list of contractors as required for Form 990. Support the financial statement audit by pulling samples requested by auditors.
5. Bank Transactions (10%) Upload bank transactions into Intacct. Create journal entries to record premiums paid against accounts receivable.
This position description should not be construed to imply that the requirements are the sole standards for the position. Incumbents are expected to perform all assigned duties as required.>> the resume: <<SummarySkilled in high profile account management; knowledgeable in team building, oral and written presentation, and interpersonal communications; proven leadership skills in a cross-functional team environment; experienced on social media platforms; skilled in Microsoft Office Suite, Salesforce, Google Analytics, DFP, and The Trade Desk; practiced deep attention to detail
ExperienceInterim Accountant, Front Office Assistant,01/1-01/1Surescripts–Arlington,VA,Performed all general office duties.Utilized QuickBooks in assisted accounting functions, assisted with Accounts Payable including check preparation, and administered petty cash accounts.Account Manager,03/2017-PresentBrighthouse Financial–Phoenix,AZ,Agency (Experiential Marketing) New Business: implement full sales cycle from initial contact to close of sale.Qualify all inbound leads Keep running list of prospects, and determine which department other leads transfer to.Involved in all creative strategy and development for client programs.Create tailored proposals and budgets and pitched full program to clients Adept at analyzing a concept(wrong word)l, developing a roadmap, and implementing a program for success Clearly define client KPIs Create opportunities for brand exposure through targeted experiential programs.Responsible for contract additions, edits, & negotiations.Closed $300k within the first 3 months of employment within the Agency.Since joining the team, sales have grown 40% percent Account Management.2-person Account Management team that oversees all Agency Revenue which accounts for over 75% of total company revenue Responsible for X is company proft, currently managing X in accounts Maintain and monitor existing accounts as well as manage both prep sale and post sale campaign execution.Responsible for day to day communication with clients Develop and cultivate new and existing relationships Responsible for all client facing communication - setting expectations & enforcing deadlines, scheduling all check-in's, adhering to production timelines Uncover client's true needs, resolve any client concerns.Project Management Leader Coordination across all teams to deliver complex project on time and within budget Internal department collaboration: manage relationship with Production Team - delegate production tasks and brief team on specific program objectives Create project  P&L for Production.Present weekly New Business & Account Management updates to Agency department.Present monthly company wide updates on Agency's current and future projects.Senior Account Management Associate,06/2016-12/2016Graphiq, Inc–City,STATE,Project development & execution: take project from infancy to execution.Responsible for revenue growth of $150k within 3 months by implementing a new ad solution across new and existing partners Created media kit and case study Worked with Sales team to perfect successful pitch of the ad solution and the go-forward strategy.Train new team members: primary point of contact for all questions/insights regarding partner activation and interaction.Standardize processes across direct Sales and Account Management team including contracts, invoicing, and client   transitions.Actively manage 70+ high profile accounts.Our 3-person team oversees all direct revenue channels accounting for 85% of company revenue.Account Management Associate,10/2015-06/2016Graphiq, Inc–City,STATE,Actively manage 65+ high profile accounts.Effectively and clearly communicate with digital advertising partners to ensure highest level of partner satisfaction.Analyzes monthly revenue reports to identify opportunities for growth.Prepare weekly, monthly, and quarterly reports assessing partner performance and key future initiatives.Properly set expectations and timelines for implementation and campaign performance.Analyze partner successes and failures to perfect the campaign and implementation process.Build weekly emails to help streamline feedback loop by communicating big wins, losses, and roadblocks to Sales, Product, and CEO.Collectively collaborate with Product and Engineering to ensure Graphiq is offering the highest quality digital ad solutions.Sales Incentive Travel Intern,01/2015-05/2015Belmond, Luxury Hotels & Trains–City,STATE,Documentation of all RFPs via the Salesforce program.Exercise deep attention to detail regarding RFP specifications, partner needs/wants, special cases.Administration of sales, letters, and kits to specific clients ensuring the highest level of customer service.
Education and TrainingBachelor of Arts:Business Administration,Expected inMay 2015-College of Charleston-Charleston,SCGPA:Status-Business AdministrationBachelor of Arts:Hospitality and Tourism Management,Expected inMay 2015--,GPA:Status-Hospitality and Tourism Management Special Projects: Iceland Study Abroad
SkillsAccount Management, Accounts Payable, streamline, advertising, concept, direct Sales, invoicing, QuickBooks, Sales, scheduling>>. The result is, Potential Fit

Fit assessment: Potential Fit