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salesforce excel budgeting invoicing revenue recognition📋 Description
- Assist monthly project accounting and updates in financial trackers.
- Set up new projects in time & expense systems; verify signatures.
- Update project files for change orders, budgets, milestones.
- Book intercompany revenue/cost transactions and trackers.
- Prepare client invoicing and follow up on past-due invoices.
- Assist monthly client accruals; track costs vs contracts.
🎯 Requirements
- Bachelor’s degree in accounting, finance or business.
- 0-2 years of relevant accounting/finance experience.
- Intermediate to advanced Microsoft Excel skills.
- Month end close experience (preferred).
- Revenue recognition experience (preferred).
- Project accounting experience (preferred).
🎁 Benefits
- Discretionary annual bonus.
- Health, retirement and life insurance.
- Parental leave and paid time off.
- Paid time off for sick leave and vacation.
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