Key Responsibilities:Manage the conversion from Peachtree 2005 Accounting Program to QuickBooks.Reconcile company credit card accounts, process payments, and track monthly fees.Prepare payroll journal entries and manage bank reconciliations.Set up customer, vendor, and item records, including pricing levels and revisions.Oversee accounts payable by entering invoices and processing payments for all companies.Manage accounts receivable by invoicing customers for all companies.Generate monthly and special reports, including those for poles, vaults, tanks, and royalties (Paws and Wilbert).Track reimbursements and payments for boots, uniforms, and dental expenses manually.Handle NSF checks and manage petty cash.Prepare year-end reports for the CPA, including journal entries and tax payments.Manage recurring payments, estimated tax payments, and annual tax payments.Prepare monthly sales tax reports and payments.Coordinate financial data with the CPA to determine estimates and balance aged receivables.Update pricing sheets and Peachtree for caskets, vaults, urns, and other products as determined by the owner.Collaborate on group marketing initiatives with the current insurance company.Manage open enrollment, renewals, and audit participation forms, ensuring COBRA compliance.Facilitate new employee enrollment and maintain accurate address changes.Coordinate with SCI & Stonemor for the Coupa Portal and manage billing processes.Oversee annual price revisions and contracts (every 5 years).Update the website and manage payments, card updates, and coding.
4-7 years
Organizational Skills: Ability to manage multiple tasks and prioritize effectively to ensure smooth office operations.Communication Skills: Strong verbal and written communication skills to interact with staff, clients, and vendors professionally.Attention to Detail: A keen eye for detail to ensure accuracy in documentation, invoicing, and compliance tasks.Problem-Solving Skills: Ability to identify issues and develop practical solutions quickly and efficiently.Technical Proficiency: Familiarity with office software (e.g., Microsoft Office Suite, Google Workspace) and experience with office management software and databases.Financial Acumen: Understanding of basic accounting principles, budgeting, invoicing, and financial reporting.Project Management: Experience in planning and executing office projects, including marketing initiatives and contract management.Team Leadership: Ability to motivate and manage a team, fostering a positive and collaborative work environment.Time Management: Strong skills in managing one's time and the time of others to ensure deadlines are met.Customer Service Orientation: A commitment to providing excellent service to clients and stakeholders.Compliance Knowledge: Familiarity with HR compliance, benefits administration, and regulations related to COBRA and insurance enrollment.Adaptability: Ability to thrive in a fast-paced environment and adapt to changing priorities and needs.
Proven experience as an office manager or in a similar administrative role.Strong knowledge of accounting principles and experience with accounting software (Peachtree and QuickBooks preferred).Excellent organizational skills and attention to detail.Strong analytical and problem-solving abilities.Effective communication skills, both verbal and written.Ability to work independently and as part of a team.Proficiency in Microsoft Office Suite, especially Excel.
No Degree Required
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