Position Profile


POSITION TITLE: Finance Manager

REPORTING TO: President

LOCATION: San Francisco, CA

OUR CLIENT: A leading technology services firm

SCOPE AND RESPONSIBILITIES:

  • Accounts Payable and Accounts Receivable using QuickBooks 2007
  • Collections, including calling customers
  • Sales Commission management
  • Sales Tax
  • Managed Services Contracts - calculate, issue paperwork, administer renewals
  • Audit billings and payments from subcontractors and business partners
  • Assist with configuration and testing of finance modules for new ERP software rollout

EXPERIENCE/SKILLS REQUIRED:

  • Must have minimum of five years of managing bookkeeping & finances in a professional environment
  • Strong QuickBooks experience (ideally 2007 or later)
  • Strong overall Microsoft Office skills, including
  • Strong to advanced Excel skills, ability to write/validate formulas
    • Word
    • General PC/Windows experience

PERSONAL ATTRIBUTES:

  • Confident customer service skills; ability to speak easily with customers, whether dealing with positive inquiries or difficult collection issues. Maintain a pleasant attitude with an aim toward reaching solutions.
  • Attention to detail, ability to focus, highly accurate
  • Ability to self-manage task calendars, while meeting daily, weekly, monthly, and quarterly deadlines
  • Able to learn quickly, use online and remote resources to solve problems (help desks, etc)
  • Well organized
  • Good verbal and written communicator.

EDUCATION:

Some college is a plus, especially business or accounting related courses.

REWARDS:

This position is part time, approximately three days per week. There is future growth potential into a Business Manager role with broader responsibilities.