Job Summary: 

• Assist the CFO and Controller with administrative tasks.
• DocuSign administrator for the organization and manages DocuSign for the finance department.
• Responsible for accurate preparation and mailing of the monthly pledge billing statements to donors for workplace campaigns.
• Process the quarterly payouts of donor designations to 3rd party nonprofits. 
• Print and scan quarterly assigned payout checks, prepare letters, and mail payments.
• Assist the Campaign Accounting Manager in vetting agencies in the Guide Star Charity Check. 
• Answer portal questions from agencies.
• Work with Property Management Company to ensure facilities tickets are appropriately handled.
• Provide direct support by overseeing the maintenance and scheduling of services in conjunction with the Property Management company staff.
• Responsible for the contracts and insurance records for all of the facilities vendors.
• Maintain the key fob security access and distribution to new employees.
• Key contact for all staff inquiries relating to the facility.

Skills on Resume: 

• Administrative Assistance (Soft Skills)
• DocuSign Management (Hard Skills)
• Donor Communication (Hard Skills)
• Financial Disbursements (Hard Skills)
• Document Handling (Hard Skills)
• Agency Vetting (Hard Skills)
• Facility Coordination (Hard Skills)
• Contract Management (Hard Skills)

Job Summary: 

• Provide direct support to the CFO and Controller with limited direction. 
• Performing a wide variety of duties in support of the finance department.
• Responsible for the facility functions at United Way of Rhode Island.
• Internal and external customers and a high degree of organizational skills to manage projects successfully.
• Prepare deposit tickets for cash and process check deposits via Remote Deposit Capture.
• Process donor credit cards in Andar.
• Open, sort, and scan incoming mail 
• Prepare cash receipts log and process pledge payments into Andar when assistance
• Scan, file, and mail accounts payable checks. Backup accounts payable
• Assist the CFO with administrative support for the Audit Committee and Finance Committee.
• Draft letters and documents for the CFO and Controller.

Skills on Resume: 

• Executive Support (Soft Skills)
• Departmental Support (Hard Skills)
• Facility Management (Hard Skills)
• Project Management (Soft Skills)
• Financial Processing (Hard Skills)
• Mail Handling (Hard Skills)
• Document Management (Hard Skills)
• Committee Support (Soft Skills)

Job Summary: 

• Assists in developing, implementing, and managing new and revised fiscal policies, procedures, and standards.
• Managing and tracking financial records and processes, including contracts and month-end closing procedures.
• Assists with administrative tasks related to the departmental budget.
• Deposits all checks into appropriate bank accounts.
• Provides administrative support to a department, including, but not limited to scheduling meetings (internal and external) coordinating various board and committee meetings, Expense Reporting and Coordinating travel.
• Assist in the preparation of various reports, presentations, correspondence, etc.
• Manages the Finance RFP Process.
• Maintains departmental files including department databases.
• Meets deliverables, complete work, projects, and assignments in an accurate and timely manner.
• Participate in technical projects, including accounting system and database upgrades.
• Provide the requisite support for audits performed by the organization's independent accounting firm and other regulatory bodies.

Skills on Resume: 

• Policy Development (Hard Skills)
• Financial Tracking (Hard Skills)
• Budget Management (Hard Skills)
• Banking Transactions (Hard Skills)
• Administrative Coordination (Soft Skills)
• Report Preparation (Hard Skills)
• RFP Management (Hard Skills)
• Project Participation (Soft Skills)

Job Summary: 

• Answering client inquiries and directing calls
• Provide administrative support to the financial and estate department
• Preparing, updating, and verifying financial documents
• Contacting customers to obtain required information to process financial documents
• Process insurance and investments and estate paperwork
• Assist with other administrative requests and provide backup Reception coverage 
• Submit new business paperwork and upload financial reports
• Confirm trades and check requests communicate wire transfers and insurance companies' money moves

Skills on Resume: 

• Client Communication (Soft Skills)
• Administrative Support (Hard Skills)
• Financial Documentation (Hard Skills)
• Information Collection (Soft Skills)
• Document Processing (Hard Skills)
• Reception Coverage (Soft Skills)
• Business Paperwork Management (Hard Skills)
• Financial Transactions (Hard Skills)

Job Summary: 

• Serve as a trusted member of a well-established team of financial advisors, putting an eye for detail to work for clients and vendors.
• Perform daily plan administration for clients, including contributions, loans, and distributions
• Process forms and applications for individual financial management clients
• Respond to questions from businesses or individuals regarding benefits enrollment through employer, plan changes, etc.
• Collaborate with the internal team, clients, and vendors to provide accurate and timely responses to all outstanding issues
• Provide administrative support in processing mutual funds and equities trading
• Offer a high level of customer service focusing on quick response rate and problem resolution
• Take the initiative, use independent judgment, support critical customer service 

Skills on Resume: 

• Detail Orientation (Soft Skills)
• Plan Administration (Hard Skills)
• Form Processing (Hard Skills)
• Benefits Management (Hard Skills)
• Team Collaboration (Soft Skills)
• Financial Trading Support (Hard Skills)
• Customer Service (Soft Skills)
• Independent Judgment (Soft Skills)

Job Summary: 

• Manage corporate credit card usage by collecting and documenting all receipts from corporate cardholders in a timely manner.
• Upon a mangers request, issue corporate credit cards for new employees.
• Respond to customer queries in a polite and timely manner, while knowing when to include other Finance team members.
• Establish a working knowledge of Emsi’s customer system of record, SalesForce, to access customer accounts.
• Keep excellent records of all communication with customers.
• Communicate effectively with customers via phone and email regarding late payments.
• Follow-through with customers until resolution of late accounts is established.
• Assist the Controller in the day-to-day tasks of running the Finance department
• Maintain all Finance department records in an orderly fashion.

Skills on Resume: 

• Receipt Management (Hard Skills)
• Credit Card Issuance (Hard Skills)
• Customer Service (Soft Skills)
• SalesForce Proficiency (Hard Skills)
• Record Keeping (Hard Skills)
• Communication (Soft Skills)
• Problem Resolution (Soft Skills)
• Departmental Support (Hard Skills)

Job Summary: 

• Process California and National wholesale orders and samples in Vinosmith as well as ensure all client's accounts are compliant in Vinosmith, QuickBooks and WineDirect
• Process affiliated companies' orders in QuickBooks and WineDirect
• Manages month-end inventory transactions in WineDirect
• Enter electronic payments, create invoices, send balance statements, and reminder emails and follow up on past-due accounts. 
• Helps clients reconcile accounts
• Review vendor invoices and enter them in QuickBooks (making notes for when switching to Great Plains)
• Reconcile cash received from the tasting room. 
• Cash and check deposits, enter distributor billbacks
• Collect W-9s from vendors and create and send form 1099 for eligible vendors
• Helps to manage production logistics, bottling and harvest: obtain quotes and agreements, order supplies, arrange shipping between production facilities
• Assist Controller with Compliance duties

Skills on Resume: 

• Order Processing (Hard Skills)
• Compliance Management (Hard Skills)
• Inventory Management (Hard Skills)
• Financial Documentation (Hard Skills)
• Account Reconciliation (Hard Skills)
• Vendor Management (Hard Skills)
• Cash Handling (Hard Skills)
• Production Logistics (Hard Skills)

Job Summary: 

• Assist in the sales process including pulling up, showing, and moving cars, getting vehicles appraised, and checking in customers.
• Calling and making appointments on sales leads.
• Answering phone calls and assisting customers with reason for calling
• Assist in the Finance office including taking credit applications, checking credit, submitting applications to the banks, working with banks to get approval on deals, type car deal for delivery, package deals to send to the bank, and following up on funding.
• Follow up with customers on CSI for new car deliveries.
• Help facilitate with customers in the service department.
• Schedule appointments for Aftermarket accessories.
• Monitor the office “Heat Sheet” to clean up deals

Skills on Resume: 

• Service Management (Soft Skills)
• Sales Coordination (Hard Skills)
• Communication (Soft Skills)
• Automotive (Hard Skills)
• Credit Processing (Hard Skills)
• Organization (Soft Skills)
• Scheduling (Hard Skills)
• Record Keeping (Hard Skills)