Job Description

JOB SUMMARY

Oversees the day-to-day work of staff supporting multiple lines of business in one or more offices; coordinates the processing of AP transactions such as vendor invoices and expense reports, listings and project budgets, billing and accounts receivables, contract administration, licensing, revenue forecasting and transaction processing.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assists in managing staff. Assists in developing and maintaining work procedures and prepares work schedules. Trains and guides business operations staff to ensure firm grasp of company policies and procedures.

Act as single point of contact to provide customer service support to both internal and external clients.

Performs PeopleSoft review and approval of various AP (accounts payable) items to ensure proper coding, allocation and backup. May train and assist end-users in PeopleSoft expense report entry. Tracks corporate cards for an office and/or multiple offices and resolves any expense report issues.

Reviews monthly AR (accounts receivable) reports and evaluates the need to elevate collection efforts. Works with brokers to address problems and escalates to local management as needed.

Provides monthly ad-hoc reports to management to track project budgets, T&E allowances, revenues, among others. Compiles broker, producer and/or management pipelines for forecasting process.

Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

High school diploma or general education degree (GED) with a minimum of four years of related experience and/or training.

Previous supervisory experience required.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

FINANCIAL KNOWLEDGE

Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.

REASONING ABILITY

Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.

OTHER SKILLS and ABILITIES

Proficient in Microsoft Office Suite products such as Word, Excel, Outlook, etc.

Knowledge of Financial software systems (e.g. PeopleSoft, MTA, VAS and I-Track).

SCOPE OF RESPONSIBILITY

Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.