This role plays a key part in maintaining the efficiency of our office, managing reports and collections, ensuring proper record-keeping, and supporting various departments to achieve business goals.

Reporting Relationship

Directly reports to President

Key Responsibilities

• Sales Reporting:

Compile, analyze, and prepare weekly, monthly, and quarterly sales reports for management review.

• Collections Management:

Monitor and oversee collection activities, track payments, and coordinate with clients to ensure timely settlements.

• Financial & Administrative Record-Keeping:

Maintain accurate records of sales, invoices, and accounts receivable.

Ensure both physical and digital filing systems are well-organized and compliant with company policies.

• Data Entry & Documentation:

Accurately encode sales and financial data into company systems.

• General Administrative Support:

Manage office operations including scheduling, correspondence, and procurement-related tasks.

Verify the completeness of supporting documents such as purchase requests and canvass abstracts.

• Communication & Coordination:

Handle internal and external communications related to administrative and finance matters.

Collaborate with Finance, Sales, and Operations teams to ensure seamless workflow.